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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
TAM
126
Tucker Asset Management
Colorado
$371K +$136K +6,354 +57%
HH
127
Hilltop Holdings
Texas
$360K +$53.3K +2,495 +17%
OBWG
128
Onyx Bridge Wealth Group
New York
$357K -$60.6K -2,837 -14%
Truist Financial
129
Truist Financial
North Carolina
$356K +$29.1K +1,363 +9%
PTC
130
Private Trust Company
Ohio
$354K +$188K +8,792 +111%
SW
131
Simplicity Wealth
New Jersey
$350K +$63.7K +2,981 +22%
MC
132
McCarthy & Cox
Ohio
$338K -$19.7M -919,975 -98%
SOS
133
Silver Oak Securities
Tennessee
$305K +$307K +14,358 New
EC
134
EdgeRock Capital
Colorado
$264K +$65.1K +3,048 +32%
LSIA
135
LaSalle St. Investment Advisors
Illinois
$257K -$35K -1,640 -12%
NG
136
Novem Group
New York
$252K +$254K +11,871 New
GWSG
137
GPS Wealth Strategies Group
Colorado
$250K -$614K -28,728 -71%
SG
138
StoneX Group
New York
$241K -$92K -4,304 -28%
WFAG
139
Worth Financial Advisory Group
North Carolina
$237K +$239K +11,162 New
MA
140
Mutual Advisors
Nebraska
$236K +$238K +11,117 New
AFG
141
ABLE Financial Group
Arizona
$232K +$5.34K +250 +2%
ZIM
142
Zacks Investment Management
Illinois
$226K -$8.82K -413 -4%
AG
143
Ascent Group
Virginia
$224K +$19.3K +905 +9%
AAS
144
Ameritas Advisory Services
Nebraska
$217K +$12.8K +597 +6%
MYIA
145
Mount Yale Investment Advisors
Colorado
$203K +$204K +9,568 New
VAS
146
Vestmark Advisory Solutions
Massachusetts
$203K +$204K +9,568 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$192K +$105K +4,934 +120%
RCM
148
Raleigh Capital Management
North Carolina
$145K +$19.5K +912 +15%
AGWCA
149
Annis Gardner Whiting Capital Advisors
Florida
$145K
GWM
150
Geneos Wealth Management
Colorado
$137K