We are live on ! Find out more
FTCB icon

First Trust Core Investment Grade ETF

102 hedge funds and large institutions have $705M invested in First Trust Core Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 45 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 5

650% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 6

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

95% more capital invested

Capital invested by funds: $361M → $705M (+$344M)

62% more funds holding

Funds holding: 63102 (+39)

155.35% less ownership

Funds ownership: 249.6%94.25% (-155%)

Holders
102
Holders Change
+39
Holders Change %
+61.9%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
47
Increased
45
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$6.33M +$6.27M +301,512 New
PJWM
27
Philip James Wealth Mangement
Georgia
$6.29M +$895K +43,042 +17%
BEI
28
Benjamin Edwards Inc
Missouri
$6M +$3.23M +155,198 +119%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$5.88M +$5.83M +280,289 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$5.79M +$1.12M +54,006 +24%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$5.15M +$5.1M +245,275 New
BCI
32
Brinker Capital Investments
Pennsylvania
$5.03M +$1.14M +54,849 +30%
OPS
33
Orion Portfolio Solutions
Nebraska
$5.03M +$1.14M +54,849 +30%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$4.86M +$904K +43,480 +23%
IWM
35
IHT Wealth Management
Illinois
$4.41M +$4.37M +209,937 New
AWM
36
AE Wealth Management
Kansas
$4.29M +$435K +20,932 +11%
VWA
37
Visionary Wealth Advisors
Illinois
$3.99M +$3.95M +190,104 New
FPWM
38
FSB Premier Wealth Management
Iowa
$3.55M +$3.51M +168,946 New
CWA
39
Centennial Wealth Advisory
Michigan
$3.35M +$1.4M +67,205 +73%
SA
40
Sanctuary Advisors
Indiana
$3.08M +$481K +23,148 +19%
NA
41
NewEdge Advisors
Louisiana
$2.92M +$2.89M +138,939 New
IWM
42
Iams Wealth Management
Nebraska
$2.72M +$2.69M +129,437 New
PAS
43
Park Avenue Securities
New York
$2.45M +$549K +26,382 +29%
AWS
44
Atria Wealth Solutions
New York
$2.38M +$482K +23,159 +26%
Jane Street
45
Jane Street
New York
$1.89M -$4.89M -235,112 -72%
VCM
46
Virtue Capital Management
Tennessee
$1.8M +$1.78M +85,832 New
CAS
47
Coppell Advisory Solutions
Texas
$1.73M +$1.71M +82,304 New
AI
48
Atria Investments
North Carolina
$1.71M +$427K +20,520 +34%
AWA
49
Acorn Wealth Advisors
Michigan
$1.71M +$118K +5,677 +8%
CWP
50
Core Wealth Partners
California
$1.62M +$1.61M +77,326 New

FTCB Hedge Fund Activity: Q1 2025 in Review

102 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q1 2025, worth a combined $705M — up 95% from $361M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTCB positions and 5 closed out — a net gain of 42 holders — while 45 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $34M. The largest seller was Jane Street, cutting an estimated $4.89M.

  • 102 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $705M of First Trust Core Investment Grade ETF stock for Q1 2025, up 95% quarter-over-quarter.
  • 47 funds opened new First Trust Core Investment Grade ETF positions in Q1 2025 and 5 closed out, a net change of +42 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q1 2025 was LPL Financial, an estimated $34M added.
  • The largest First Trust Core Investment Grade ETF seller in Q1 2025 was Jane Street, an estimated $4.89M sold.

Based on aggregated 13F filings for Q1 2025.