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First Trust Core Investment Grade ETF

9 hedge funds and large institutions have $15.4M invested in First Trust Core Investment Grade ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

96.67% more ownership

Funds ownership: 0%96.67% (+97%)

Holders
9
Holders Change
+9
Holders Change %
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.39M +$4.28M +207,096 New
Goldman Sachs
2
Goldman Sachs
New York
$3.18M +$3.1M +150,000 New
JP Morgan Chase
3
JP Morgan Chase
New York
$3.18M +$3.1M +150,000 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.95M +$1.9M +92,063 New
MSU
5
Mizuho Securities USA
New York
$1.91M +$1.86M +90,000 New
OBWG
6
Onyx Bridge Wealth Group
New York
$337K +$328K +15,895 New
OIA
7
OneDigital Investment Advisors
Kansas
$308K +$300K +14,535 New
CPA
8
Clear Point Advisors
New York
$110K +$107K +5,196 New
Osaic Holdings
9
Osaic Holdings
Arizona
$5.3K +$5.16K +250 New

FTCB Hedge Fund Activity: Q4 2023 in Review

9 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q4 2023, worth a combined $15.4M.

Buyers outnumbered sellers: 9 funds opened new FTCB positions and 0 closed out — a net gain of 9 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $4.28M.

  • 9 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q4 2023, up from 0 in Q3 2023.
  • Funds reported $15.4M of First Trust Core Investment Grade ETF stock for Q4 2023.
  • 9 funds opened new First Trust Core Investment Grade ETF positions in Q4 2023 and 0 closed out, a net change of +9 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $4.28M added.

Based on aggregated 13F filings for Q4 2023.