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First Trust Core Investment Grade ETF
FTCB

Overview Fund Activity

121 hedge funds and large institutions have $934M invested in First Trust Core Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+22
Holders Change %
+22.22%
% of All Funds
1.62%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
33
Increased
69
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$147M
2
LRWA
Long Run Wealth Advisors
New York
$42.6M
3
MC
McCarthy & Cox
Ohio
$18.1M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$69.6M
5
Morgan Stanley
Morgan Stanley
New York
$107M

Top Sellers

1
NEWAS
N.E.W. Advisory Services
Wisconsin
$1.58M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.57M
3
HI
Harbour Investments
Wisconsin
$10.4M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
$2.62M
5
AWS
Atria Wealth Solutions
New York
$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
26
Centennial Wealth Advisory
Michigan
$7.62M +$4.26M +202,460 +127%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$7.5M +$1.6M +75,758 +27%
EH
28
Equitable Holdings
New York
$7.05M +$7.05M +334,621 New
HAS
29
HBW Advisory Services
California
$6.92M +$495K +23,527 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$6.83M +$1.67M +79,212 +32%
PJWM
31
Philip James Wealth Mangement
Georgia
$6.39M +$82.4K +3,911 +1%
SPC
32
Sigma Planning Corp
Michigan
$6.04M -$312K -14,834 -5%
BCI
33
Brinker Capital Investments
Pennsylvania
$6M +$956K +45,384 +19%
CIA
34
Concurrent Investment Advisors
Florida
$5.07M +$5.07M +240,946 New
IWM
35
IHT Wealth Management
Illinois
$4.58M +$158K +7,497 +4%
Jane Street
36
Jane Street
New York
$4.5M +$2.6M +123,570 +137%
SW
37
SMART Wealth
Nebraska
$4.45M +$4.45M +211,298 New
FPWM
38
FSB Premier Wealth Management
Iowa
$4.29M +$734K +34,849 +21%
VWA
39
Visionary Wealth Advisors
Illinois
$4.14M +$138K +6,570 +3%
NA
40
NewEdge Advisors
Louisiana
$4.09M +$1.16M +55,307 +40%
AWM
41
AE Wealth Management
Kansas
$3.85M -$457K -21,688 -11%
IA
42
IFP Advisors
Florida
$3.41M +$2.83M +134,350 +490%
PCIA
43
Prime Capital Investment Advisors
Kansas
$3.23M +$3.23M +153,472 New
GWP
44
Gateway Wealth Partners
Wisconsin
$3.15M +$3.15M +149,573 New
IWM
45
Iams Wealth Management
Nebraska
$3.14M +$417K +19,799 +15%
PAS
46
Park Avenue Securities
New York
$2.93M +$473K +22,477 +19%
IWC
47
Integrated Wealth Concepts
Massachusetts
$2.91M +$2.91M +138,344 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$2.62M -$2.26M -107,138 -46%
CAS
49
Coppell Advisory Solutions
Texas
$2.58M +$851K +40,551 +49%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.57M -$4.63M -219,904 -64%
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