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First Trust Core Investment Grade ETF

63 hedge funds and large institutions have $361M invested in First Trust Core Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+39
Holders Change %
+162.5%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
45
Increased
16
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$67.6M 3,271,631 +3,271,631 New
LI
2
LVZ Inc
Michigan
$56.9M 2,753,129 +2,753,129 New
LPL Financial
3
LPL Financial
California
$44.4M 2,151,825 +2,151,825 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37M 1,790,140 +1,790,140 New
CWP
5
Cyndeo Wealth Partners
Florida
$17.7M 857,421 +857,421 New
KAS
6
Kestra Advisory Services
Texas
$15.3M 741,859 +741,859 New
PFS
7
Prospera Financial Services
Texas
$11.9M 576,054 +576,054 New
First Trust Advisors
8
First Trust Advisors
Illinois
$11M 532,647 +532,647 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.15M 443,021 +443,021 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.26M 399,938 +181,604 +83%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.9M 333,943 +20,861 +7%
Jane Street
12
Jane Street
New York
$6.71M 325,001 +312,303 +2,459%
AssetMark Inc
13
AssetMark Inc
California
$5.53M 267,578 +267,578 New
PJWM
14
Philip James Wealth Mangement
Georgia
$5.3M 256,511 +256,511 New
HAS
15
HBW Advisory Services
California
$4.64M 224,480 +15,718 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.58M 221,955 +221,955 New
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$3.89M 188,153 +188,153 New
OPS
18
Orion Portfolio Solutions
Nebraska
$3.81M 184,739 +184,739 New
BCI
19
Brinker Capital Investments
Pennsylvania
$3.81M 184,739 +184,739 New
AWM
20
AE Wealth Management
Kansas
$3.79M 183,541 +183,541 New
HI
21
Harbour Investments
Wisconsin
$3.48M 168,346 +30,401 +22%
BEI
22
Benjamin Edwards Inc
Missouri
$2.7M 130,558 +90,377 +225%
SA
23
Sanctuary Advisors
Indiana
$2.56M 123,803 +46,086 +59%
SFO
24
Stenger Family Office
Illinois
$2.21M 117,183 +117,183 New
CWA
25
Centennial Wealth Advisory
Michigan
$1.91M 92,434 +64,443 +230%