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First Trust Core Investment Grade ETF
FTCB

Overview Fund Activity

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
Holders
63
Holders Change
+39
Holders Change %
+162.5%
% of All Funds
0.84%
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

1
Morgan Stanley
1
Morgan Stanley
New York
$67.6M
2
LI
2
LVZ Inc
Michigan
$56.9M
3
LPL Financial
3
LPL Financial
California
$44.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37M
5
CWP
5
Cyndeo Wealth Partners
Florida
$17.7M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
OIA
2
OneDigital Investment Advisors
Kansas
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
HA
4
Herold Advisors
New York
$0
5
CPA
5
Clear Point Advisors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
26
Park Avenue Securities
New York
$1.86M +$1.86M +90,265 New
AWS
27
Atria Wealth Solutions
New York
$1.86M +$1.86M +90,036 New
AWA
28
Acorn Wealth Advisors
Michigan
$1.56M +$1.56M +75,607 New
Citadel Advisors
29
Citadel Advisors
Florida
$1.37M +$580K +28,080 +73%
Osaic Holdings
30
Osaic Holdings
Arizona
$1.31M +$1.12M +54,301 +598%
AI
31
Atria Investments
North Carolina
$1.26M +$1.26M +60,878 New
AAS
32
Avantax Advisory Services
Texas
$1.24M +$685K +33,163 +122%
Truist Financial
33
Truist Financial
North Carolina
$1.13M +$855K +41,423 +306%
PWM
34
Perigon Wealth Management
California
$821K +$821K +39,721 New
GWSG
35
GPS Wealth Strategies Group
Colorado
$809K +$10.6K +512 +1%
MW
36
Maia Wealth
Colorado
$734K +$83.6K +4,044 +13%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$705K +$705K +34,146 New
CFGS
38
Concourse Financial Group Securities
Alabama
$523K +$523K +25,311 New
IPW
39
Impact Partnership Wealth
Georgia
$452K +$452K +21,895 New
OBWG
40
Onyx Bridge Wealth Group
New York
$433K -$7.99K -387 -2%
GM
41
GeoWealth Management
Illinois
$409K +$409K +19,821 New
MML Investors Services
42
MML Investors Services
Massachusetts
$384K +$384K +18,600 New
CWA
43
Clarus Wealth Advisors
Arizona
$352K -$6.07K -298 -2%
FA
44
Faithward Advisors
Pennsylvania
$326K +$31K +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 +$242K +11,733 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$238K +$238K +11,526 New
HH
48
Hilltop Holdings
Texas
$223K +$223K +10,794 New
Comerica Bank
49
Comerica Bank
Texas
$221K +$221K +10,726 New
PS
50
Principal Securities
Iowa
$189K +$189K +9,174 New
1
2
3