We are live on ! Find out more
FTCB icon

First Trust Core Investment Grade ETF
FTCB

24 hedge funds and large institutions have $32.5M invested in First Trust Core Investment Grade ETF in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

139% more capital invested

Capital invested by funds: $13.6M → $32.5M (+$18.9M)

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

50% more funds holding

Funds holding: 16 → 24 (+8)

6.83% more ownership

Funds ownership: 87.33% → 94.15% (+6.8%)

Holders
24
Holders Change
+8
Holders Change %
+50%
% of All Funds
0.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
7
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.68M
2
HAS
HBW Advisory Services
California
+$4.45M
3
SA
Sanctuary Advisors
Indiana
+$1.66M
4
HI
Harbour Investments
Wisconsin
+$1.05M
5
BEI
Benjamin Edwards Inc
Missouri
+$857K

Top Sellers

1
TCM
Triumph Capital Management
Colorado
-$263K
2
Jane Street
Jane Street
New York
-$195K
3
JP Morgan Chase
JP Morgan Chase
New York
-$87.6K
4
OIA
OneDigital Investment Advisors
Kansas
-$62.2K
5
CWA
Clarus Wealth Advisors
Arizona
-$4.74K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$6.77M +$6.68M +313,082 New
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$4.72M +$49.1K +2,303 +1%
HAS
3
HBW Advisory Services
California
$4.51M +$4.45M +208,762 New
Goldman Sachs
4
Goldman Sachs
New York
$3.24M – – –
HI
5
Harbour Investments
Wisconsin
$2.98M +$1.05M +49,434 +56%
SA
6
Sanctuary Advisors
Indiana
$1.61M +$1.66M +77,717 New
OIA
7
OneDigital Investment Advisors
Kansas
$891K -$62.2K -2,913 -7%
BEI
8
Benjamin Edwards Inc
Missouri
$869K +$857K +40,181 New
FTUS
9
Flow Traders U.S.
New York
$849K +$496K +23,232 +145%
Citadel Advisors
10
Citadel Advisors
Florida
$828K +$817K +38,305 New
GWSG
11
GPS Wealth Strategies Group
Colorado
$827K +$825K +38,687 New
MW
12
Maia Wealth
Colorado
$660K +$50.4K +2,362 +8%
CWA
13
Centennial Wealth Advisory
Michigan
$605K +$597K +27,991 New
AAS
14
Avantax Advisory Services
Texas
$586K +$579K +27,115 New
OBWG
15
Onyx Bridge Wealth Group
New York
$462K +$50.2K +2,354 +12%
CWA
16
Clarus Wealth Advisors
Arizona
$375K -$4.74K -222 -1%
FA
17
Faithward Advisors
Pennsylvania
$308K +$304K +14,264 New
Truist Financial
18
Truist Financial
North Carolina
$292K +$288K +13,516 New
Jane Street
19
Jane Street
New York
$275K -$195K -9,137 -42%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$255K +$252K +11,813 New
HA
21
Herold Advisors
New York
$228K +$225K +10,540 New
Osaic Holdings
22
Osaic Holdings
Arizona
$196K +$103K +4,832 +114%
CPA
23
Clear Point Advisors
New York
$114K +$21 +1 +0%
CIAS
24
Capital Investment Advisory Services
North Carolina
$6.14K – – –
TCM
25
Triumph Capital Management
Colorado
– -$263K -12,679 Closed
1
2

FTCB Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q3 2024, worth a combined $32.5M — up 139% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTCB positions and 3 closed out — a net gain of 9 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $6.68M. The largest seller was Triumph Capital Management, exiting entirely with an estimated $263K sold.

  • 24 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q3 2024, up from 16 in Q2 2024.
  • Funds reported $32.5M of First Trust Core Investment Grade ETF stock for Q3 2024, up 139% quarter-over-quarter.
  • 12 funds opened new First Trust Core Investment Grade ETF positions in Q3 2024 and 3 closed out, a net change of +9 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q3 2024 was Commonwealth Equity Services, an estimated $6.68M added.
  • The largest First Trust Core Investment Grade ETF seller in Q3 2024 was Triumph Capital Management, an estimated $263K sold.

Based on aggregated 13F filings for Q3 2024.