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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
OBWG
101
Onyx Bridge Wealth Group
New York
$419K -$22K -1,042 -5%
KA
102
Kovack Advisors
Florida
$411K +$407K +19,300 New
Betterment LLC
103
Betterment LLC
New York
$395K +$134K +6,352 +52%
RF
104
Rossby Financial
Florida
$391K +$292K +13,833 +310%
PS
105
Principal Securities
Iowa
$389K +$14.4K +681 +4%
Comerica Bank
106
Comerica Bank
Texas
$365K +$10.9K +515 +3%
TA
107
TrueWealth Advisors
Alabama
$356K +$64.7K +3,063 +22%
FFA
108
Farther Finance Advisors
California
$353K +$350K +16,567 New
SG
109
StoneX Group
New York
$333K -$776K -36,775 -70%
SAI
110
Savvy Advisors Inc
New York
$331K +$328K +15,527 New
Truist Financial
111
Truist Financial
North Carolina
$329K -$16.3K -772 -5%
HH
112
Hilltop Holdings
Texas
$308K +$24.2K +1,148 +9%
LSIA
113
LaSalle St. Investment Advisors
Illinois
$293K +$31K +1,470 +12%
SW
114
Simplicity Wealth
New Jersey
$288K +$5.76K +273 +2%
Raymond James Financial
115
Raymond James Financial
Florida
$284K +$281K +13,330 New
KIM
116
Kestra Investment Management
Texas
$251K -$239K -11,319 -49%
Goldman Sachs
117
Goldman Sachs
New York
$242K -$1.77M -83,775 -88%
TAM
118
Tucker Asset Management
Colorado
$237K -$15.4K -731 -6%
ZIM
119
Zacks Investment Management
Illinois
$235K +$233K +11,043 New
AFG
120
ABLE Financial Group
Arizona
$228K +$8.02K +380 +4%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$206K +$205K +9,690 New
AAS
122
Ameritas Advisory Services
Nebraska
$206K +$5.21K +247 +3%
AG
123
Ascent Group
Virginia
$205K +$203K +9,630 New
FGAM
124
Financial Gravity Asset Management
Texas
$202K +$200K +9,462 New
EC
125
EdgeRock Capital
Colorado
$200K +$198K +9,390 New
3 4
5
6 7

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.