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First Trust Core Investment Grade ETF

173 hedge funds and large institutions have $1.43B invested in First Trust Core Investment Grade ETF in 2025 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 100 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 6

245% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 29

100% more funds holding in top 10

Funds holding in top 10: 714 (+7)

29% more capital invested

Capital invested by funds: $1.11B → $1.43B (+$320M)

20% more funds holding

Funds holding: 144173 (+29)

4.66% more ownership

Funds ownership: 78.55%83.21% (+4.7%)

Holders
173
Holders Change
+29
Holders Change %
+20.14%
% of All Funds
2.1%
Holding in Top 10
14
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
36
Increased
100
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
101
Daymark Wealth Partners
Ohio
$882K +$888K +41,566 New
GM
102
GeoWealth Management
Illinois
$851K +$123K +5,756 +17%
OWM
103
Omnitrust Wealth Management
Florida
$831K +$836K +39,120 New
GPW
104
Gentry Private Wealth
Kansas
$820K +$160K +7,477 +24%
CA
105
Calton & Associates
Florida
$816K +$138K +6,445 +20%
PCS
106
Private Client Services
Kentucky
$755K -$3.53K -165 -0.5%
OC
107
Oppenheimer & Co
New York
$742K +$294K +13,755 +65%
AAS
108
Asset Allocation Strategies
Michigan
$728K +$184K +8,613 +34%
OFS
109
OneAscent Financial Services
Alabama
$681K +$88.7K +4,150 +15%
FA
110
Faithward Advisors
Pennsylvania
$627K +$189K +8,845 +43%
SB
111
Strategic Blueprint
Georgia
$611K +$73.5K +3,438 +14%
GSWM
112
Golden State Wealth Management
California
$540K -$72.8K -3,407 -12%
SIM
113
Synergy Investment Management
Florida
$515K -$42.7K -2,000 -8%
AFP
114
Ausdal Financial Partners
Iowa
$513K -$14.4K -672 -3%
IA
115
Integrity Alliance
Iowa
$508K +$74.2K +3,471 +17%
PS
116
Principal Securities
Iowa
$506K +$119K +5,579 +31%
BWA
117
BlueChip Wealth Advisors
Georgia
$468K
Betterment LLC
118
Betterment LLC
New York
$434K +$40.6K +1,902 +10%
MWA
119
Medallion Wealth Advisors
Connecticut
$424K +$348K +16,290 +440%
RF
120
Rossby Financial
Florida
$408K +$19.5K +914 +5%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$395K +$397K +18,594 New
KIM
122
Kestra Investment Management
Texas
$392K +$142K +6,653 +56%
SAI
123
Savvy Advisors Inc
New York
$377K +$47.2K +2,209 +14%
TA
124
TrueWealth Advisors
Alabama
$374K +$19.5K +914 +5%
MWM
125
Maridea Wealth Management
New York
$373K +$375K +17,565 New