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First Trust Core Investment Grade ETF

144 hedge funds and large institutions have $1.11B invested in First Trust Core Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 22

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $964M → $1.11B (+$149M)

13% more funds holding

Funds holding: 127144 (+17)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

6.02% less ownership

Funds ownership: 84.57%78.55% (-6%)

Holders
144
Holders Change
+17
Holders Change %
+13.39%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
28
Increased
86
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$168K
AGWCA
127
Annis Gardner Whiting Capital Advisors
Florida
$145K +$144K +6,819 New
GWM
128
Geneos Wealth Management
Colorado
$137K
RCM
129
Raleigh Capital Management
North Carolina
$126K +$1.37K +65 +1%
TWM
130
Topsail Wealth Management
North Carolina
$114K
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$94.7K +$93.8K +4,442 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$88K -$54.4K -2,575 -38%
MWA
133
Medallion Wealth Advisors
Connecticut
$78.8K
Q1WB
134
Quest 10 Wealth Builders
Virginia
$72K +$1.41K +67 +2%
CFB
135
Cullen/Frost Bankers
Texas
$62.2K +$61.6K +2,919 New
AG
136
AmeriFlex Group
Nevada
$34.6K +$34.3K +1,624 New
OWP
137
ORG Wealth Partners
Texas
$25.7K +$274 +13 +1%
FNWA
138
Financial Network Wealth Advisors
Utah
$23.6K
GA
139
GoalVest Advisory
New York
$20.7K +$20.5K +972 New
SAM
140
Smartleaf Asset Management
Massachusetts
$15.8K +$15.7K +743 New
NEWAS
141
N.E.W. Advisory Services
Wisconsin
$9.11K -$1.58M -74,640 -99%
ANBT
142
American National Bank & Trust
Texas
$8.16K
WWMSC
143
Wagner Wealth Management (South Carolina)
South Carolina
$5.33K
CFD
144
Creative Financial Designs
Indiana
$916 +$908 +43 New
M1FG
145
Mach-1 Financial Group
Arkansas
-$11.2M -531,778 Closed
AAP
146
Arax Advisory Partners
Colorado
-$9.6M -455,983 Closed
SW
147
SMART Wealth
Nebraska
-$4.45M -211,298 Closed
VWA
148
Visionary Wealth Advisors
Illinois
-$4.14M -196,674 Closed
FTUS
149
Flow Traders U.S.
New York
-$505K -23,988 Closed
TFP
150
Traction Financial Partners
Wyoming
-$413K -19,588 Closed

FTCB Hedge Fund Activity: Q3 2025 in Review

144 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q3 2025, worth a combined $1.11B — up 15% from $964M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTCB positions and 9 closed out — a net gain of 19 holders — while 86 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.7M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $11.2M sold.

  • 144 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q3 2025, up from 127 in Q2 2025.
  • Funds reported $1.11B of First Trust Core Investment Grade ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 28 funds opened new First Trust Core Investment Grade ETF positions in Q3 2025 and 9 closed out, a net change of +19 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q3 2025 was LPL Financial, an estimated $37.7M added.
  • The largest First Trust Core Investment Grade ETF seller in Q3 2025 was Mach-1 Financial Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.