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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
LPL Financial
1
LPL Financial
California
$264M +$78M +3,649,333 +42%
Morgan Stanley
2
Morgan Stanley
New York
$132M +$18.6M +871,355 +16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$98.2M +$25.4M +1,189,496 +35%
LI
4
LVZ Inc
Michigan
$65.8M +$491K +22,959 +0.7%
Raymond James Financial
5
Raymond James Financial
Florida
$48.5M +$48.5M +2,270,064 +17,030%
LRWA
6
Long Run Wealth Advisors
New York
$47.4M +$1.35M +63,259 +3%
Stifel Financial
7
Stifel Financial
Missouri
$45.4M +$747K +34,969 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$44.7M +$7.37M +344,731 +20%
KAS
9
Kestra Advisory Services
Texas
$35.1M +$1.08M +50,477 +3%
SCM
10
Seascape Capital Management
New Hampshire
$30.4M +$2.22M +103,899 +8%
P
11
&Partners
Tennessee
$28.5M +$715K +33,468 +3%
SI
12
Stephens Inc
Arkansas
$26.8M +$927K +43,396 +4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$25.9M +$4.26M +199,356 +20%
Osaic Holdings
14
Osaic Holdings
Arizona
$23.6M -$830K -38,857 -3%
PFS
15
Prospera Financial Services
Texas
$22.7M +$2.39M +111,644 +12%
PVI
16
Pine Valley Investments
New Jersey
$22.7M +$433K +20,241 +2%
HI
17
Harbour Investments
Wisconsin
$21.1M +$1.93M +90,379 +10%
CWP
18
Cyndeo Wealth Partners
Florida
$20.8M +$992K +46,429 +5%
PAG
19
Private Advisor Group
New Jersey
$20.3M +$3.72M +174,035 +22%
EWS
20
Evergreen Wealth Solutions
Pennsylvania
$19.8M +$19.9M +931,440 New
First Trust Advisors
21
First Trust Advisors
Illinois
$18M +$5.3M +248,229 +41%
BEI
22
Benjamin Edwards Inc
Missouri
$17.3M +$5.14M +240,531 +42%
FHC
23
First Heartland Consultants
Missouri
$15.5M +$3.63M +169,701 +30%
AssetMark Inc
24
AssetMark Inc
California
$13.5M +$2.39M +111,901 +21%
EH
25
Equitable Holdings
New York
$12M +$1.63M +76,368 +16%