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First Trust Core Investment Grade ETF
FTCB

13 hedge funds and large institutions have $13.9M invested in First Trust Core Investment Grade ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

44% more funds holding

Funds holding: 9 → 13 (+4)

7.81% less ownership

Funds ownership: 96.67% → 88.86% (-7.8%)

9% less capital invested

Capital invested by funds: $15.4M → $13.9M (-$1.45M)

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
Harbour Investments
Wisconsin
+$1.93M
2
TCM
Triumph Capital Management
Colorado
+$815K
3
OIA
OneDigital Investment Advisors
Kansas
+$619K
4
Jane Street
Jane Street
New York
+$386K
5
CWA
Clarus Wealth Advisors
Arizona
+$358K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.01M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.95M
3
MSU
Mizuho Securities USA
New York
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.42M +$87.4K +4,179 +2%
Goldman Sachs
2
Goldman Sachs
New York
$3.14M – – –
HI
3
Harbour Investments
Wisconsin
$1.93M +$1.93M +92,364 New
JP Morgan Chase
4
JP Morgan Chase
New York
$1.13M -$2.01M -95,901 -64%
OIA
5
OneDigital Investment Advisors
Kansas
$923K +$619K +29,589 +204%
TCM
6
Triumph Capital Management
Colorado
$809K +$815K +38,964 New
Jane Street
7
Jane Street
New York
$386K +$386K +18,446 New
OBWG
8
Onyx Bridge Wealth Group
New York
$366K +$44.9K +2,148 +14%
CWA
9
Clarus Wealth Advisors
Arizona
$351K +$358K +17,111 New
BFEC
10
Benjamin F. Edwards & Company
Missouri
$260K +$261K +12,456 New
CPA
11
Clear Point Advisors
New York
$111K +$2.01K +96 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$84.2K +$79K +3,775 +1,510%
CIAS
13
Capital Investment Advisory Services
North Carolina
$5.94K +$5.94K +284 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
– -$1.95M -92,063 Closed
MSU
15
Mizuho Securities USA
New York
– -$1.91M -90,000 Closed

FTCB Hedge Fund Activity: Q1 2024 in Review

13 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q1 2024, worth a combined $13.9M — down 9.5% from $15.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FTCB positions and 2 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Harbour Investments, opening a new position worth an estimated $1.93M. The largest seller was JP Morgan Chase, cutting an estimated $2.01M.

  • 13 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q1 2024, up from 9 in Q4 2023.
  • Funds reported $13.9M of First Trust Core Investment Grade ETF stock for Q1 2024, down 9.5% quarter-over-quarter.
  • 6 funds opened new First Trust Core Investment Grade ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q1 2024 was Harbour Investments, an estimated $1.93M added.
  • The largest First Trust Core Investment Grade ETF seller in Q1 2024 was JP Morgan Chase, an estimated $2.01M sold.

Based on aggregated 13F filings for Q1 2024.