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

Top Sellers

1
NEWAS
1
N.E.W. Advisory Services
Wisconsin
$1.58M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.57M
3
HI
3
Harbour Investments
Wisconsin
$10.4M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$2.62M
5
AWS
5
Atria Wealth Solutions
New York
$335K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
51
PKS Advisory Services
New York
$2.33M +$2.33M +110,663 New
AI
52
Atria Investments
North Carolina
$2.28M +$563K +26,730 +33%
NW
53
NewEdge Wealth
Pennsylvania
$2.25M +$1.18M +55,636 +109%
SWM
54
Spire Wealth Management
Virginia
$2.22M +$2.13M +100,952 +2,179%
Goldman Sachs
55
Goldman Sachs
New York
$2M +$2M +95,132 New
AWA
56
Acorn Wealth Advisors
Michigan
$1.9M +$189K +8,985 +11%
NWM
57
Nova Wealth Management
Florida
$1.68M +$947K +44,980 +129%
NEWAS
58
N.E.W. Advisory Services
Wisconsin
$1.58M -$13.1M -621,330 -89%
MW
59
Maia Wealth
Colorado
$1.53M +$480K +22,790 +46%
OMC
60
Old Mission Capital
Illinois
$1.45M +$1.45M +69,060 New
SCA
61
Snowden Capital Advisors
New York
$1.45M +$74.9K +3,558 +5%
PWM
62
Perigon Wealth Management
California
$1.34M +$188K +8,907 +16%
MMA
63
Miracle Mile Advisors
California
$1.27M +$411K +19,534 +48%
BWP
64
Balboa Wealth Partners
Arizona
$1.27M +$1.27M +60,241 New
TCA
65
Transcend Capital Advisors
New Jersey
$1.23M +$1.23M +58,225 New
Citadel Advisors
66
Citadel Advisors
Florida
$1.17M +$906K +43,041 +342%
FHC
67
First Heartland Consultants
Missouri
$1.11M +$1.11M +52,761 New
SG
68
StoneX Group
New York
$1.1M +$1.1M +52,422 New
AAS
69
Avantax Advisory Services
Texas
$1.01M -$230K -10,911 -19%
IA
70
IFG Advisory
Georgia
$881K +$881K +41,841 New
IPW
71
Impact Partnership Wealth
Georgia
$860K +$130K +6,166 +18%
GWSG
72
GPS Wealth Strategies Group
Colorado
$854K +$65.6K +3,115 +8%
KWS
73
Keystone Wealth Services
California
$829K +$229K +10,865 +38%
PFA
74
Pinnacle Family Advisors
Missouri
$823K +$171K +8,119 +26%
AWA
75
Arkadios Wealth Advisors
Georgia
$814K +$814K +38,674 New
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3
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