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First Trust Core Investment Grade ETF
FTCB

Overview Fund Activity

99 hedge funds and large institutions have $680M invested in First Trust Core Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 44 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+36
Holders Change %
+57.14%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
45
Increased
44
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$79.5M
2
SI
Stephens Inc
Arkansas
$26.5M
3
Morgan Stanley
Morgan Stanley
New York
$91.8M
4
SCM
Seascape Capital Management
New Hampshire
$22.7M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$54M

Top Sellers

1
Jane Street
Jane Street
New York
$1.89M
2
Citadel Advisors
Citadel Advisors
Florida
$264K
3
Truist Financial
Truist Financial
North Carolina
$375K
4
CWA
Clarus Wealth Advisors
Arizona
$0
5
HFS
Hantz Financial Services
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PJWM
26
Philip James Wealth Mangement
Georgia
$6.29M +$903K +43,042 +17%
BEI
27
Benjamin Edwards Inc
Missouri
$6M +$3.26M +155,198 +119%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$5.88M +$5.88M +280,289 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$5.79M +$1.13M +54,006 +24%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.15M +$5.15M +245,275 New
BCI
31
Brinker Capital Investments
Pennsylvania
$5.03M +$1.15M +54,849 +30%
OPS
32
Orion Portfolio Solutions
Nebraska
$5.03M +$1.15M +54,849 +30%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$4.86M +$913K +43,480 +23%
IWM
34
IHT Wealth Management
Illinois
$4.41M +$4.41M +209,937 New
AWM
35
AE Wealth Management
Kansas
$4.29M +$439K +20,932 +11%
VWA
36
Visionary Wealth Advisors
Illinois
$3.99M +$3.99M +190,104 New
FPWM
37
FSB Premier Wealth Management
Iowa
$3.55M +$3.55M +168,946 New
CWA
38
Centennial Wealth Advisory
Michigan
$3.35M +$1.41M +67,205 +73%
NA
39
NewEdge Advisors
Louisiana
$2.92M +$2.92M +138,939 New
IWM
40
Iams Wealth Management
Nebraska
$2.72M +$2.72M +129,437 New
PAS
41
Park Avenue Securities
New York
$2.45M +$554K +26,382 +29%
AWS
42
Atria Wealth Solutions
New York
$2.38M +$486K +23,159 +26%
Jane Street
43
Jane Street
New York
$1.89M -$4.94M -235,112 -72%
VCM
44
Virtue Capital Management
Tennessee
$1.8M +$1.8M +85,832 New
CAS
45
Coppell Advisory Solutions
Texas
$1.73M +$1.73M +82,304 New
AI
46
Atria Investments
North Carolina
$1.71M +$431K +20,520 +34%
AWA
47
Acorn Wealth Advisors
Michigan
$1.71M +$119K +5,677 +8%
CWP
48
Core Wealth Partners
California
$1.62M +$1.62M +77,326 New
SCA
49
Snowden Capital Advisors
New York
$1.37M +$1.37M +65,098 New
AAS
50
Avantax Advisory Services
Texas
$1.24M -$28.4K -1,354 -2%
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