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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
KWS
76
Keystone Wealth Services
California
$829K +$226K +10,865 +38%
PFA
77
Pinnacle Family Advisors
Missouri
$823K +$169K +8,119 +26%
AWA
78
Arkadios Wealth Advisors
Georgia
$814K +$805K +38,674 New
RA
79
RFG Advisory
Alabama
$776K +$124K +5,956 +19%
MML Investors Services
80
MML Investors Services
Massachusetts
$768K +$65.6K +3,154 +9%
GRP
81
Global Retirement Partners
California
$716K +$708K +34,019 New
GSWM
82
Golden State Wealth Management
California
$686K +$678K +32,596 New
GM
83
GeoWealth Management
Illinois
$681K +$124K +5,983 +23%
AWM
84
Apollon Wealth Management
South Carolina
$636K +$197K +9,468 +46%
Mariner
85
Mariner
Kansas
$623K +$616K +29,589 New
MOS
86
MGO One Seven
Ohio
$605K +$598K +28,751 New
MSAM
87
Moloney Securities Asset Management
Missouri
$580K +$95.2K +4,575 +20%
ATPW
88
Ashton Thomas Private Wealth
Arizona
$547K +$540K +25,950 New
OFS
89
OneAscent Financial Services
Alabama
$534K +$123K +5,917 +30%
FA
90
Faithward Advisors
Pennsylvania
$514K +$87.4K +4,198 +21%
FTUS
91
Flow Traders U.S.
New York
$505K +$114K +5,462 +29%
CA
92
Calton & Associates
Florida
$493K +$488K +23,429 New
KIM
93
Kestra Investment Management
Texas
$486K +$260K +12,487 +118%
OBWG
94
Onyx Bridge Wealth Group
New York
$436K +$3.06K +147 +0.7%
PCS
95
Private Client Services
Kentucky
$431K +$55.9K +2,686 +15%
TFP
96
Traction Financial Partners
Wyoming
$413K +$408K +19,588 New
BWA
97
BlueChip Wealth Advisors
Georgia
$397K – – –
AAS
98
Asset Allocation Strategies
Michigan
$392K +$388K +18,632 New
OC
99
Oppenheimer & Co
New York
$386K +$381K +18,306 New
PS
100
Principal Securities
Iowa
$371K +$175K +8,421 +92%
2 3
4
5 6

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.