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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$66.4M |
| 2 |
LRWA
Long Run Wealth Advisors
Lake Placid,
New York
|
+$42.1M |
| 3 |
MC
McCarthy & Cox
Marysville,
Ohio
|
+$17.9M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.2M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NEWAS
N.E.W. Advisory Services
De Pere,
Wisconsin
|
-$12.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.58M |
| 3 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$3.84M |
| 4 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$2.23M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$2.02M |
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.