We are live on ! Find out more
FTCB icon

First Trust Core Investment Grade ETF
FTCB

127 hedge funds and large institutions have $964M invested in First Trust Core Investment Grade ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 16

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

37% more capital invested

Capital invested by funds: $705M → $964M (+$259M)

25% more funds holding

Funds holding: 102 → 127 (+25)

9.69% less ownership

Funds ownership: 94.25% → 84.57% (-9.7%)

Holders
127
Holders Change
+25
Holders Change %
+24.51%
% of All Funds
1.67%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
35
Increased
72
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$66.4M
2
LRWA
Long Run Wealth Advisors
New York
+$42.1M
3
MC
McCarthy & Cox
Ohio
+$17.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.2M
5
Osaic Holdings
Osaic Holdings
Arizona
+$15.1M

Top Sellers

Rank Fund Capital Flow
1
NEWAS
N.E.W. Advisory Services
Wisconsin
-$12.9M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$4.58M
3
HI
Harbour Investments
Wisconsin
-$3.84M
4
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$2.23M
5
AWS
Atria Wealth Solutions
New York
-$2.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$7.99M +$2.15M +103,563 +38%
CWA
27
Centennial Wealth Advisory
Michigan
$7.62M +$4.21M +202,460 +127%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$7.5M +$1.58M +75,758 +27%
EH
29
Equitable Holdings
New York
$7.05M +$6.96M +334,621 New
HAS
30
HBW Advisory Services
California
$6.92M +$490K +23,527 +8%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$6.83M +$1.65M +79,212 +32%
PJWM
32
Philip James Wealth Mangement
Georgia
$6.39M +$81.4K +3,911 +1%
SPC
33
Sigma Planning Corp
Michigan
$6.04M -$309K -14,834 -5%
BCI
34
Brinker Capital Investments
Pennsylvania
$6M +$944K +45,384 +19%
CIA
35
Concurrent Investment Advisors
Florida
$5.07M +$5.01M +240,946 New
IWM
36
IHT Wealth Management
Illinois
$4.58M +$156K +7,497 +4%
Jane Street
37
Jane Street
New York
$4.5M +$2.57M +123,570 +137%
SW
38
SMART Wealth
Nebraska
$4.45M +$4.4M +211,298 New
FPWM
39
FSB Premier Wealth Management
Iowa
$4.29M +$725K +34,849 +21%
VWA
40
Visionary Wealth Advisors
Illinois
$4.14M +$137K +6,570 +3%
NA
41
NewEdge Advisors
Louisiana
$4.09M +$1.15M +55,307 +40%
AWM
42
AE Wealth Management
Kansas
$3.85M -$451K -21,688 -11%
SA
43
Sanctuary Advisors
Indiana
$3.47M +$371K +17,808 +12%
IA
44
IFP Advisors
Florida
$3.41M +$2.8M +134,350 +490%
PCIA
45
Prime Capital Investment Advisors
Kansas
$3.23M +$3.19M +153,472 New
GWP
46
Gateway Wealth Partners
Wisconsin
$3.15M +$3.11M +149,573 New
IWM
47
Iams Wealth Management
Nebraska
$3.14M +$412K +19,799 +15%
PAS
48
Park Avenue Securities
New York
$2.93M +$468K +22,477 +19%
IWC
49
Integrated Wealth Concepts
Massachusetts
$2.91M +$2.88M +138,344 New
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$2.62M -$2.23M -107,138 -46%
1
2
3 4 5

FTCB Hedge Fund Activity: Q2 2025 in Review

127 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q2 2025, worth a combined $964M — up 37% from $705M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new FTCB positions and 8 closed out — a net gain of 27 holders — while 72 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $66.4M. The largest seller was N.E.W. Advisory Services, cutting an estimated $12.9M.

  • 127 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q2 2025, up from 102 in Q1 2025.
  • Funds reported $964M of First Trust Core Investment Grade ETF stock for Q2 2025, up 37% quarter-over-quarter.
  • 35 funds opened new First Trust Core Investment Grade ETF positions in Q2 2025 and 8 closed out, a net change of +27 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q2 2025 was LPL Financial, an estimated $66.4M added.
  • The largest First Trust Core Investment Grade ETF seller in Q2 2025 was N.E.W. Advisory Services, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2025.