First Trust Core Investment Grade ETF
FTCB
63 hedge funds and large institutions have $361M invested in First Trust Core Investment Grade ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 16 increasing their positions, 2 reducing their positions, and 6 closing their positions.
1,010% more capital invested
Capital invested by funds: $32.5M → $361M (+$328M)
700% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 2
650% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 6
163% more funds holding
Funds holding: 24 → 63 (+39)
155.45% more ownership
Funds ownership: 94.15% → 249.6% (+155%)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$68.6M |
| 2 |
LI
LVZ Inc
Holland,
Michigan
|
+$57.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$45.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37.5M |
| 5 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$18M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$3.24M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$891K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$849K |
| 4 |
HA
Herold Advisors
New York
|
-$228K |
| 5 |
CPA
Clear Point Advisors
Melville,
New York
|
-$114K |
FTCB Hedge Fund Activity: Q4 2024 in Review
63 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q4 2024, worth a combined $361M — up 1,010% from $32.5M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FTCB positions and 6 closed out — a net gain of 39 holders — while 16 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $68.6M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.24M sold.
- 63 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q4 2024, up from 24 in Q3 2024.
- Funds reported $361M of First Trust Core Investment Grade ETF stock for Q4 2024, up 1,010% quarter-over-quarter.
- 45 funds opened new First Trust Core Investment Grade ETF positions in Q4 2024 and 6 closed out, a net change of +39 holders.
- The largest First Trust Core Investment Grade ETF buyer in Q4 2024 was Morgan Stanley, an estimated $68.6M added.
- The largest First Trust Core Investment Grade ETF seller in Q4 2024 was Goldman Sachs, an estimated $3.24M sold.
Based on aggregated 13F filings for Q4 2024.