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First Trust Core Investment Grade ETF
FTCB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.6M +$68.6M +3,271,631 New
LI
2
LVZ Inc
Michigan
$56.9M +$57.7M +2,753,129 New
LPL Financial
3
LPL Financial
California
$44.4M +$45.1M +2,151,825 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37M +$37.5M +1,790,140 New
CWP
5
Cyndeo Wealth Partners
Florida
$17.7M +$18M +857,421 New
KAS
6
Kestra Advisory Services
Texas
$15.3M +$15.6M +741,859 New
PFS
7
Prospera Financial Services
Texas
$11.9M +$12.1M +576,054 New
First Trust Advisors
8
First Trust Advisors
Illinois
$11M +$11.2M +532,647 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$9.15M +$9.29M +443,021 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.26M +$3.81M +181,604 +83%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.9M +$437K +20,861 +7%
Jane Street
12
Jane Street
New York
$6.71M +$6.55M +312,303 +2,459%
AssetMark Inc
13
AssetMark Inc
California
$5.53M +$5.61M +267,578 New
PJWM
14
Philip James Wealth Mangement
Georgia
$5.3M +$5.38M +256,511 New
HAS
15
HBW Advisory Services
California
$4.64M +$330K +15,718 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$4.58M +$4.65M +221,955 New
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$3.89M +$3.95M +188,153 New
BCI
18
Brinker Capital Investments
Pennsylvania
$3.81M +$3.87M +184,739 New
OPS
19
Orion Portfolio Solutions
Nebraska
$3.81M +$3.87M +184,739 New
AWM
20
AE Wealth Management
Kansas
$3.79M +$3.85M +183,541 New
HI
21
Harbour Investments
Wisconsin
$3.48M +$637K +30,401 +22%
BEI
22
Benjamin Edwards Inc
Missouri
$2.7M +$1.9M +90,377 +225%
SA
23
Sanctuary Advisors
Indiana
$2.56M +$966K +46,086 +59%
SFO
24
Stenger Family Office
Illinois
$2.21M +$2.46M +117,183 New
CWA
25
Centennial Wealth Advisory
Michigan
$1.91M +$1.35M +64,443 +230%
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