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First Trust Core Investment Grade ETF
FTCB

63 hedge funds and large institutions have $361M invested in First Trust Core Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,010% more capital invested

Capital invested by funds: $32.5M → $361M (+$328M)

700% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 2

650% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 6

163% more funds holding

Funds holding: 24 → 63 (+39)

155.45% more ownership

Funds ownership: 94.15% → 249.6% (+155%)

Holders
63
Holders Change
+39
Holders Change %
+162.5%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
16
Reduced
2
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$68.6M
2
LI
LVZ Inc
Michigan
+$57.7M
3
LPL Financial
LPL Financial
California
+$45.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.5M
5
CWP
Cyndeo Wealth Partners
Florida
+$18M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.24M
2
OIA
OneDigital Investment Advisors
Kansas
-$891K
3
FTUS
Flow Traders U.S.
New York
-$849K
4
HA
Herold Advisors
New York
-$228K
5
CPA
Clear Point Advisors
New York
-$114K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
26
Park Avenue Securities
New York
$1.86M +$1.89M +90,265 New
AWS
27
Atria Wealth Solutions
New York
$1.86M +$1.89M +90,036 New
AWA
28
Acorn Wealth Advisors
Michigan
$1.56M +$1.59M +75,607 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.37M +$589K +28,080 +73%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.31M +$1.14M +54,301 +598%
AI
31
Atria Investments
North Carolina
$1.26M +$1.28M +60,878 New
AAS
32
Avantax Advisory Services
Texas
$1.24M +$695K +33,163 +122%
Truist Financial
33
Truist Financial
North Carolina
$1.13M +$869K +41,423 +306%
PWM
34
Perigon Wealth Management
California
$821K +$833K +39,721 New
GWSG
35
GPS Wealth Strategies Group
Colorado
$809K +$10.7K +512 +1%
MW
36
Maia Wealth
Colorado
$734K +$84.8K +4,044 +13%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$705K +$716K +34,146 New
CFGS
38
Concourse Financial Group Securities
Alabama
$523K +$531K +25,311 New
IPW
39
Impact Partnership Wealth
Georgia
$452K +$459K +21,895 New
OBWG
40
Onyx Bridge Wealth Group
New York
$433K -$8.12K -387 -2%
GM
41
GeoWealth Management
Illinois
$409K +$416K +19,821 New
MML Investors Services
42
MML Investors Services
Massachusetts
$384K +$390K +18,600 New
CWA
43
Clarus Wealth Advisors
Arizona
$352K -$6.25K -298 -2%
FA
44
Faithward Advisors
Pennsylvania
$326K +$31.4K +1,499 +11%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$249K +$1.26K +60 +0.5%
OFS
46
OneAscent Financial Services
Alabama
$242K +$246K +11,733 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$238K +$242K +11,526 New
HH
48
Hilltop Holdings
Texas
$223K +$226K +10,794 New
Comerica Bank
49
Comerica Bank
Texas
$221K +$225K +10,726 New
PS
50
Principal Securities
Iowa
$189K +$192K +9,174 New
1
2
3

FTCB Hedge Fund Activity: Q4 2024 in Review

63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q4 2024, worth a combined $361M — up 1,010% from $32.5M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FTCB positions and 6 closed out — a net gain of 39 holders — while 16 added to existing stakes and 2 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $68.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.24M sold.

  • 63 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q4 2024, up from 24 in Q3 2024.
  • Funds reported $361M of First Trust Core Investment Grade ETF stock for Q4 2024, up 1,010% quarter-over-quarter.
  • 45 funds opened new First Trust Core Investment Grade ETF positions in Q4 2024 and 6 closed out, a net change of +39 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q4 2024 was Morgan Stanley, an estimated $68.6M added.
  • The largest First Trust Core Investment Grade ETF seller in Q4 2024 was Goldman Sachs, an estimated $3.24M sold.

Based on aggregated 13F filings for Q4 2024.