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First Trust Core Investment Grade ETF

24 hedge funds and large institutions have $32.5M invested in First Trust Core Investment Grade ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

139% more capital invested

Capital invested by funds: $13.6M → $32.5M (+$18.9M)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

50% more funds holding

Funds holding: 1624 (+8)

6.83% more ownership

Funds ownership: 87.33%94.15% (+6.8%)

Holders
24
Holders Change
+8
Holders Change %
+50%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
7
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
-$87.6K -4,232 Closed
UBS Group
27
UBS Group
Switzerland
-$704 -34 Closed

FTCB Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q3 2024, worth a combined $32.5M — up 139% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTCB positions and 3 closed out — a net gain of 9 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $6.68M. The largest seller was Triumph Capital Management, exiting entirely with an estimated $263K sold.

  • 24 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q3 2024, up from 16 in Q2 2024.
  • Funds reported $32.5M of First Trust Core Investment Grade ETF stock for Q3 2024, up 139% quarter-over-quarter.
  • 12 funds opened new First Trust Core Investment Grade ETF positions in Q3 2024 and 3 closed out, a net change of +9 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $6.68M added.
  • The largest First Trust Core Investment Grade ETF seller in Q3 2024 was Triumph Capital Management, an estimated $263K sold.

Based on aggregated 13F filings for Q3 2024.