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First Trust Core Investment Grade ETF

191 hedge funds and large institutions have $1.74B invested in First Trust Core Investment Grade ETF in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 117 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 30

192% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 13

22% more capital invested

Capital invested by funds: $1.43B → $1.74B (+$311M)

10% more funds holding

Funds holding: 173191 (+18)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5.32% less ownership

Funds ownership: 83.21%77.89% (-5.3%)

Holders
191
Holders Change
+18
Holders Change %
+10.4%
% of All Funds
2.35%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.18%
New
38
Increased
117
Reduced
30
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$316M +$56.2M +2,648,647 +21%
Morgan Stanley
2
Morgan Stanley
New York
$146M +$16.4M +771,721 +12%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$108M +$10.7M +506,592 +11%
LI
4
LVZ Inc
Michigan
$67.9M +$3.03M +142,672 +5%
HI
5
Harbour Investments
Wisconsin
$58.2M +$37.8M +1,781,849 +180%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$57.7M +$13.6M +643,247 +31%
Stifel Financial
7
Stifel Financial
Missouri
$51.1M +$6.33M +298,640 +14%
SI
8
Stephens Inc
Arkansas
$41.9M +$15.7M +738,861 +59%
BFG
9
Bouchey Financial Group
New York
$39.8M +$40M +1,888,276 New
KAS
10
Kestra Advisory Services
Texas
$34.8M +$144K +6,795 +0.4%
P
11
&Partners
Tennessee
$31.4M +$3.27M +154,324 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$30.9M +$5.32M +250,966 +21%
SCM
13
Seascape Capital Management
New Hampshire
$29.7M -$322K -15,173 -1%
PFS
14
Prospera Financial Services
Texas
$26M +$3.63M +171,073 +16%
First Trust Advisors
15
First Trust Advisors
Illinois
$25.8M +$8.17M +385,152 +45%
Osaic Holdings
16
Osaic Holdings
Arizona
$25.5M +$2.19M +103,217 +9%
CWP
17
Cyndeo Wealth Partners
Florida
$25.3M +$4.79M +225,805 +23%
Citadel Advisors
18
Citadel Advisors
Florida
$25M +$23.1M +1,088,702 +1,052%
PVI
19
Pine Valley Investments
New Jersey
$24.3M +$1.96M +92,649 +9%
BEI
20
Benjamin Edwards Inc
Missouri
$24M +$6.95M +327,895 +40%
CWA
21
Centennial Wealth Advisory
Michigan
$22.8M +$11.7M +549,966 +102%
PAG
22
Private Advisor Group
New Jersey
$22.2M +$2.15M +101,604 +11%
EWS
23
Evergreen Wealth Solutions
Pennsylvania
$20.8M +$1.28M +60,375 +6%
FHC
24
First Heartland Consultants
Missouri
$20.1M +$4.85M +228,521 +31%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$20.1M +$10.5M +496,178 +108%