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First Trust Core Investment Grade ETF
FTCB

144 hedge funds and large institutions have $1.11B invested in First Trust Core Investment Grade ETF in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

291% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 22

211% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 9

15% more capital invested

Capital invested by funds: $964M → $1.11B (+$149M)

13% more funds holding

Funds holding: 127 → 144 (+17)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

6.02% less ownership

Funds ownership: 84.57% → 78.55% (-6%)

Holders
144
Holders Change
+17
Holders Change %
+13.39%
% of All Funds
1.89%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
28
Increased
86
Reduced
22
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$37.7M
2
Stifel Financial
Stifel Financial
Missouri
+$29.7M
3
FHC
First Heartland Consultants
Missouri
+$10.7M
4
HI
Harbour Investments
Wisconsin
+$8.59M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$6.32M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$11.2M
2
AAP
Arax Advisory Partners
Colorado
-$9.6M
3
KWM
Kingsview Wealth Management
Oregon
-$6.13M
4
SW
SMART Wealth
Nebraska
-$4.45M
5
VWA
Visionary Wealth Advisors
Illinois
-$4.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$187M +$37.7M +1,786,913 +26%
Morgan Stanley
2
Morgan Stanley
New York
$114M +$5.11M +242,068 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$73.2M +$2.82M +133,374 +4%
LI
4
LVZ Inc
Michigan
$65.5M +$671K +31,783 +1%
LRWA
5
Long Run Wealth Advisors
New York
$46.2M +$3.05M +144,697 +7%
Stifel Financial
6
Stifel Financial
Missouri
$44.8M +$29.7M +1,407,035 +202%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$37.6M +$6.32M +299,273 +20%
KAS
8
Kestra Advisory Services
Texas
$34.2M +$4.08M +193,405 +14%
SCM
9
Seascape Capital Management
New Hampshire
$28.3M +$538K +25,490 +2%
P
10
&Partners
Tennessee
$27.9M +$3.55M +168,130 +15%
SI
11
Stephens Inc
Arkansas
$25.9M +$570K +26,984 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$24.5M +$1.05M +49,707 +5%
PVI
13
Pine Valley Investments
New Jersey
$22.3M +$774K +36,684 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$21.8M +$4.67M +221,011 +28%
PFS
15
Prospera Financial Services
Texas
$20.4M +$1.08M +51,340 +6%
MC
16
McCarthy & Cox
Ohio
$19.9M +$1.61M +76,327 +9%
CWP
17
Cyndeo Wealth Partners
Florida
$19.9M +$12.8K +606 +0.1%
HI
18
Harbour Investments
Wisconsin
$19.2M +$8.59M +406,765 +82%
PAG
19
Private Advisor Group
New Jersey
$16.7M +$5.23M +247,721 +46%
First Trust Advisors
20
First Trust Advisors
Illinois
$12.8M +$1.41M +66,675 +13%
BEI
21
Benjamin Edwards Inc
Missouri
$12.2M +$2.23M +105,797 +23%
FHC
22
First Heartland Consultants
Missouri
$12M +$10.7M +508,205 +963%
CWA
23
Centennial Wealth Advisory
Michigan
$11.7M +$3.92M +185,675 +51%
AssetMark Inc
24
AssetMark Inc
California
$11.1M +$957K +45,332 +9%
EH
25
Equitable Holdings
New York
$10.4M +$3.28M +155,529 +46%
1
2 3 4 5

FTCB Hedge Fund Activity: Q3 2025 in Review

144 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust Core Investment Grade ETF (FTCB) for Q3 2025, worth a combined $1.11B — up 15% from $964M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FTCB positions and 9 closed out — a net gain of 19 holders — while 86 added to existing stakes and 22 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.7M. The largest seller was Mach-1 Financial Group, exiting entirely with an estimated $11.2M sold.

  • 144 institutional investors held First Trust Core Investment Grade ETF (FTCB) as of Q3 2025, up from 127 in Q2 2025.
  • Funds reported $1.11B of First Trust Core Investment Grade ETF stock for Q3 2025, up 15% quarter-over-quarter.
  • 28 funds opened new First Trust Core Investment Grade ETF positions in Q3 2025 and 9 closed out, a net change of +19 holders.
  • The largest First Trust Core Investment Grade ETF buyer in Q3 2025 was LPL Financial, an estimated $37.7M added.
  • The largest First Trust Core Investment Grade ETF seller in Q3 2025 was Mach-1 Financial Group, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2025.