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First Trust Core Investment Grade ETF
FTCB

Overview Fund Activity

121 hedge funds and large institutions have $934M invested in First Trust Core Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 15 reducing their positions, and 7 closing their positions.

Holders
121
Holders Change
+22
Holders Change %
+22.22%
% of All Funds
1.62%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
33
Increased
69
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$147M
2
LRWA
2
Long Run Wealth Advisors
New York
$42.6M
3
MC
3
McCarthy & Cox
Ohio
$18.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$69.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$107M

Top Sellers

1
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$1.58M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.57M
3
HI
3
Harbour Investments
Wisconsin
$10.4M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.62M
5
AWS
5
Atria Wealth Solutions
New York
$335K
Name Market Value Shares Shares
Change 		Shares
Change %
CWA
26
Centennial Wealth Advisory
Michigan
$7.62M 362,099 +202,460 +127%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$7.5M 356,047 +75,758 +27%
EH
28
Equitable Holdings
New York
$7.05M 334,621 +334,621 New
HAS
29
HBW Advisory Services
California
$6.92M 328,529 +23,527 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.83M 324,487 +79,212 +32%
PJWM
31
Philip James Wealth Mangement
Georgia
$6.39M 303,464 +3,911 +1%
SPC
32
Sigma Planning Corp
Michigan
$6.04M 286,678 -14,834 -5%
BCI
33
Brinker Capital Investments
Pennsylvania
$6M 284,972 +45,384 +19%
CIA
34
Concurrent Investment Advisors
Florida
$5.07M 240,946 +240,946 New
IWM
35
IHT Wealth Management
Illinois
$4.58M 217,434 +7,497 +4%
Jane Street
36
Jane Street
New York
$4.5M 213,459 +123,570 +137%
SW
37
SMART Wealth
Nebraska
$4.45M 211,298 +211,298 New
FPWM
38
FSB Premier Wealth Management
Iowa
$4.29M 203,795 +34,849 +21%
VWA
39
Visionary Wealth Advisors
Illinois
$4.14M 196,674 +6,570 +3%
NA
40
NewEdge Advisors
Louisiana
$4.09M 194,246 +55,307 +40%
AWM
41
AE Wealth Management
Kansas
$3.85M 182,785 -21,688 -11%
IA
42
IFP Advisors
Florida
$3.41M 161,749 +134,350 +490%
PCIA
43
Prime Capital Investment Advisors
Kansas
$3.23M 153,472 +153,472 New
GWP
44
Gateway Wealth Partners
Wisconsin
$3.15M 149,573 +149,573 New
IWM
45
Iams Wealth Management
Nebraska
$3.14M 149,236 +19,799 +15%
PAS
46
Park Avenue Securities
New York
$2.93M 139,124 +22,477 +19%
IWC
47
Integrated Wealth Concepts
Massachusetts
$2.91M 138,344 +138,344 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$2.62M 124,495 -107,138 -46%
CAS
49
Coppell Advisory Solutions
Texas
$2.58M 122,855 +40,551 +49%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.57M 122,226 -219,904 -64%
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