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First Trust Core Investment Grade ETF
FTCB

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: 173 → 191 (+18)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$56.2M
2
BFG
Bouchey Financial Group
New York
+$40M
3
HI
Harbour Investments
Wisconsin
+$37.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.1M
5
WI
Wealth Intelligence
Georgia
+$20M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$47.2M
2
CAS
Coppell Advisory Solutions
Texas
-$2.7M
3
PJWM
Philip James Wealth Mangement
Georgia
-$2.04M
4
KWM
Kingsview Wealth Management
Oregon
-$1.71M
5
BWP
Balboa Wealth Partners
Arizona
-$1.46M
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%
1
2 3 4 5

FTCB Hedge Fund Activity: Q1 2026 in Review

191 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q1 2026, worth a combined $1.74B — up 22% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FTCB positions and 13 closed out — a net gain of 25 holders — while 117 added to existing stakes and 30 trimmed.

The largest buyer was LPL Financial, adding an estimated $56.2M. The largest seller was Raymond James Financial, cutting an estimated $47.2M.

  • 191 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q1 2026, up from 173 in Q4 2025.
  • Funds reported $1.74B of First Trust Core Investment Grade ETF stock for Q1 2026, up 22% quarter-over-quarter.
  • 38 funds opened new First Trust Core Investment Grade ETF positions in Q1 2026 and 13 closed out, a net change of +25 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q1 2026 was LPL Financial, an estimated $56.2M added.
  • The largest First Trust Core Investment Grade ETF seller in Q1 2026 was Raymond James Financial, an estimated $47.2M sold.

Based on aggregated 13F filings for Q1 2026.