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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
CAS
51
Coppell Advisory Solutions
Texas
$2.58M +$844K +40,551 +49%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$2.57M -$4.58M -219,904 -64%
PAS
53
PKS Advisory Services
New York
$2.33M +$2.3M +110,663 New
AI
54
Atria Investments
North Carolina
$2.28M +$556K +26,730 +33%
NW
55
NewEdge Wealth
Pennsylvania
$2.25M +$1.16M +55,636 +109%
SWM
56
Spire Wealth Management
Virginia
$2.22M +$2.1M +100,952 +2,179%
Goldman Sachs
57
Goldman Sachs
New York
$2M +$1.98M +95,132 New
AWA
58
Acorn Wealth Advisors
Michigan
$1.9M +$187K +8,985 +11%
NWM
59
Nova Wealth Management
Florida
$1.68M +$936K +44,980 +129%
NEWAS
60
N.E.W. Advisory Services
Wisconsin
$1.58M -$12.9M -621,330 -89%
MW
61
Maia Wealth
Colorado
$1.53M +$474K +22,790 +46%
OMC
62
Old Mission Capital
Illinois
$1.45M +$1.44M +69,060 New
SCA
63
Snowden Capital Advisors
New York
$1.45M +$74K +3,558 +5%
PWM
64
Perigon Wealth Management
California
$1.34M +$185K +8,907 +16%
MMA
65
Miracle Mile Advisors
California
$1.27M +$406K +19,534 +48%
BWP
66
Balboa Wealth Partners
Arizona
$1.27M +$1.25M +60,241 New
TCA
67
Transcend Capital Advisors
New Jersey
$1.23M +$1.21M +58,225 New
IFG
68
Independent Financial Group
California
$1.19M +$1.17M +56,285 New
Citadel Advisors
69
Citadel Advisors
Florida
$1.17M +$896K +43,041 +342%
FHC
70
First Heartland Consultants
Missouri
$1.11M +$1.1M +52,761 New
SG
71
StoneX Group
New York
$1.1M +$1.09M +52,422 New
AAS
72
Avantax Advisory Services
Texas
$1.01M -$227K -10,911 -19%
IA
73
IFG Advisory
Georgia
$881K +$871K +41,841 New
IPW
74
Impact Partnership Wealth
Georgia
$860K +$128K +6,166 +18%
GWSG
75
GPS Wealth Strategies Group
Colorado
$854K +$64.8K +3,115 +8%
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.