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First Trust Core Investment Grade ETF
FTCB

144 hedge funds and large institutions have $1.11B invested in First Trust Core Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 22

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $964M → $1.11B (+$149M)

13% more funds holding

Funds holding: 127 → 144 (+17)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

6.02% less ownership

Funds ownership: 84.57% → 78.55% (-6%)

Holders
144
Holders Change
+17
Holders Change %
+13.39%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
28
Increased
86
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.7M
2
Stifel Financial
Stifel Financial
Missouri
+$29.7M
3
FHC
First Heartland Consultants
Missouri
+$10.7M
4
HI
Harbour Investments
Wisconsin
+$8.59M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.32M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$11.2M
2
AAP
Arax Advisory Partners
Colorado
-$9.6M
3
KWM
Kingsview Wealth Management
Oregon
-$6.13M
4
SW
SMART Wealth
Nebraska
-$4.45M
5
VWA
Visionary Wealth Advisors
Illinois
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
76
Impact Partnership Wealth
Georgia
$1.05M +$174K +8,223 +20%
IA
77
IFG Advisory
Georgia
$1.01M +$120K +5,677 +14%
AWM
78
Apollon Wealth Management
South Carolina
$944K +$298K +14,096 +47%
Wells Fargo
79
Wells Fargo
California
$935K +$926K +43,853 New
GWSG
80
GPS Wealth Strategies Group
Colorado
$863K -$739 -35 -0.1%
KWS
81
Keystone Wealth Services
California
$840K +$1.96K +93 +0.2%
Citadel Advisors
82
Citadel Advisors
Florida
$784K -$398K -18,840 -34%
PCS
83
Private Client Services
Kentucky
$761K +$322K +15,276 +75%
GM
84
GeoWealth Management
Illinois
$731K +$41.9K +1,983 +6%
CA
85
Calton & Associates
Florida
$681K +$180K +8,545 +36%
GPW
86
Gentry Private Wealth
Kansas
$664K +$658K +31,147 New
MOS
87
MGO One Seven
Ohio
$645K +$31.7K +1,500 +5%
Mariner
88
Mariner
Kansas
$636K +$5.32K +252 +0.9%
GSWM
89
Golden State Wealth Management
California
$614K -$79.6K -3,773 -12%
MSAM
90
Moloney Securities Asset Management
Missouri
$598K +$11.1K +525 +2%
OFS
91
OneAscent Financial Services
Alabama
$595K +$54.5K +2,580 +10%
SIM
92
Synergy Investment Management
Florida
$559K +$554K +26,247 New
AAS
93
Asset Allocation Strategies
Michigan
$547K +$149K +7,046 +38%
SB
94
Strategic Blueprint
Georgia
$540K +$248K +11,752 +86%
AFP
95
Ausdal Financial Partners
Iowa
$529K +$524K +24,817 New
BWA
96
BlueChip Wealth Advisors
Georgia
$470K +$67.2K +3,184 +17%
SAW
97
Signal Advisors Wealth
Michigan
$467K +$463K +21,912 New
OC
98
Oppenheimer & Co
New York
$452K +$60.9K +2,887 +16%
FA
99
Faithward Advisors
Pennsylvania
$441K -$78.2K -3,702 -15%
IA
100
Integrity Alliance
Iowa
$436K +$432K +20,454 New
2 3
4
5 6

FTCB Hedge Fund Activity: Q3 2025 in Review

144 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q3 2025, worth a combined $1.11B — up 15% from $964M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTCB positions and 9 closed out — a net gain of 19 holders — while 86 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.7M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $11.2M sold.

  • 144 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q3 2025, up from 127 in Q2 2025.
  • Funds reported $1.11B of First Trust Core Investment Grade ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 28 funds opened new First Trust Core Investment Grade ETF positions in Q3 2025 and 9 closed out, a net change of +19 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q3 2025 was LPL Financial, an estimated $37.7M added.
  • The largest First Trust Core Investment Grade ETF seller in Q3 2025 was Mach-1 Financial Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.