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First Trust Core Investment Grade ETF
FTCB

16 hedge funds and large institutions have $13.6M invested in First Trust Core Investment Grade ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

23% more funds holding

Funds holding: 13 → 16 (+3)

2% less capital invested

Capital invested by funds: $13.9M → $13.6M (-$333K)

1.54% less ownership

Funds ownership: 88.86% → 87.33% (-1.5%)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
4
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
+$330K
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$275K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$98.1K
4
Jane Street
Jane Street
New York
+$69.9K
5
OBWG
Onyx Bridge Wealth Group
New York
+$19.7K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.03M
2
TCM
Triumph Capital Management
Colorado
-$542K
3
HI
Harbour Investments
Wisconsin
-$79.5K
4
OIA
OneDigital Investment Advisors
Kansas
-$578
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$4.47M +$98.1K +4,756 +2%
Goldman Sachs
2
Goldman Sachs
New York
$3.11M – – –
HI
3
Harbour Investments
Wisconsin
$1.83M -$79.5K -3,853 -4%
OIA
4
OneDigital Investment Advisors
Kansas
$913K -$578 -28 -0.1%
MW
5
Maia Wealth
Colorado
$611K +$600K +29,067 New
BFEC
6
Benjamin F. Edwards & Company
Missouri
$535K +$275K +13,345 +107%
Jane Street
7
Jane Street
New York
$452K +$69.9K +3,389 +18%
OBWG
8
Onyx Bridge Wealth Group
New York
$393K +$19.7K +953 +5%
CWA
9
Clarus Wealth Advisors
Arizona
$372K +$14.5K +704 +4%
FTUS
10
Flow Traders U.S.
New York
$332K +$330K +16,015 New
TCM
11
Triumph Capital Management
Colorado
$263K -$542K -26,285 -67%
CPA
12
Clear Point Advisors
New York
$110K +$21 +1 +0%
Osaic Holdings
13
Osaic Holdings
Arizona
$88K +$4.64K +225 +6%
JP Morgan Chase
14
JP Morgan Chase
New York
$87.6K -$1.03M -49,867 -92%
CIAS
15
Capital Investment Advisory Services
North Carolina
$5.88K – – –
UBS Group
16
UBS Group
Switzerland
$704 +$701 +34 New

FTCB Hedge Fund Activity: Q2 2024 in Review

16 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q2 2024, worth a combined $13.6M — down 2.4% from $13.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new FTCB positions and 0 closed out — a net gain of 3 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $330K. The largest seller was JP Morgan Chase, cutting an estimated $1.03M.

  • 16 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q2 2024, up from 13 in Q1 2024.
  • Funds reported $13.6M of First Trust Core Investment Grade ETF stock for Q2 2024, down 2.4% quarter-over-quarter.
  • 3 funds opened new First Trust Core Investment Grade ETF positions in Q2 2024 and 0 closed out, a net change of +3 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q2 2024 was Flow Traders U.S., an estimated $330K added.
  • The largest First Trust Core Investment Grade ETF seller in Q2 2024 was JP Morgan Chase, an estimated $1.03M sold.

Based on aggregated 13F filings for Q2 2024.