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First Trust Core Investment Grade ETF
FTCB

102 hedge funds and large institutions have $705M invested in First Trust Core Investment Grade ETF in 2025 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 45 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 5

650% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 6

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

95% more capital invested

Capital invested by funds: $361M → $705M (+$344M)

62% more funds holding

Funds holding: 63 → 102 (+39)

155.35% less ownership

Funds ownership: 249.6% → 94.25% (-155%)

Holders
102
Holders Change
+39
Holders Change %
+61.9%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
47
Increased
45
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$34M
2
SI
Stephens Inc
Arkansas
+$26.2M
3
Morgan Stanley
Morgan Stanley
New York
+$22.9M
4
SCM
Seascape Capital Management
New Hampshire
+$22.5M
5
PVI
Pine Valley Investments
New Jersey
+$21.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.89M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.12M
3
Truist Financial
Truist Financial
North Carolina
-$771K
4
CWA
Clarus Wealth Advisors
Arizona
-$352K
5
HFS
Hantz Financial Services
Michigan
-$43K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
76
Private Client Services
Kentucky
$373K +$369K +17,758 New
Comerica Bank
77
Comerica Bank
Texas
$327K +$101K +4,858 +45%
IA
78
Integrity Alliance
Iowa
$291K +$289K +13,881 New
SIM
79
Synergy Investment Management
Florida
$287K +$284K +13,667 New
HH
80
Hilltop Holdings
Texas
$280K +$52.7K +2,534 +23%
SB
81
Strategic Blueprint
Georgia
$267K +$265K +12,742 New
Citadel Advisors
82
Citadel Advisors
Florida
$264K -$1.12M -53,806 -81%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$249K – – –
KIM
84
Kestra Investment Management
Texas
$223K +$34.2K +1,643 +18%
SW
85
Simplicity Wealth
New Jersey
$220K +$218K +10,479 New
CAM
86
Concorde Asset Management
Michigan
$218K +$218K +10,464 New
AFG
87
ABLE Financial Group
Arizona
$210K +$208K +10,020 New
PS
88
Principal Securities
Iowa
$189K – – –
GWM
89
Geneos Wealth Management
Colorado
$155K +$103K +4,936 +200%
PTC
90
Private Trust Company
Ohio
$128K +$127K +6,111 New
RCM
91
Raleigh Capital Management
North Carolina
$124K +$28.6K +1,377 +30%
TWM
92
Topsail Wealth Management
North Carolina
$112K – – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$109K – – –
SWM
94
Spire Wealth Management
Virginia
$97.3K +$96.4K +4,634 New
RF
95
Rossby Financial
Florida
$93.1K +$92.6K +4,455 New
TAM
96
Tucker Asset Management
Colorado
$71.8K +$71.1K +3,420 New
Q1WB
97
Quest 10 Wealth Builders
Virginia
$54.7K +$10K +482 +23%
OWP
98
ORG Wealth Partners
Texas
$24.8K +$24.5K +1,178 New
ANBT
99
American National Bank & Trust
Texas
$8.04K +$7.96K +383 New
T
100
Transce3nd
Texas
$5.9K +$520 +25 +10%
1 2 3
4
5

FTCB Hedge Fund Activity: Q1 2025 in Review

102 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q1 2025, worth a combined $705M — up 95% from $361M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FTCB positions and 5 closed out — a net gain of 42 holders — while 45 added to existing stakes and 6 trimmed.

The largest buyer was LPL Financial, adding an estimated $34M. The largest seller was Jane Street, cutting an estimated $4.89M.

  • 102 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $705M of First Trust Core Investment Grade ETF stock for Q1 2025, up 95% quarter-over-quarter.
  • 47 funds opened new First Trust Core Investment Grade ETF positions in Q1 2025 and 5 closed out, a net change of +42 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q1 2025 was LPL Financial, an estimated $34M added.
  • The largest First Trust Core Investment Grade ETF seller in Q1 2025 was Jane Street, an estimated $4.89M sold.

Based on aggregated 13F filings for Q1 2025.