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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$20.96 -0.05 (-0.24%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Core Investment Grade ETF (NYSEARCA:FTCB)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$467.80M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$5.34M
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FTCB Institutional Buying and Selling by Quarter

First Trust Core Investment Grade ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/3/2025TrueWealth Advisors LLC13,634$287K0.1%N/A0.025%
7/2/2025 HBW Advisory Services LLC328,529$6.92M0.9%+7.7%0.607%
7/1/2025 Private Client Services LLC20,444$431K0.2%+15.1%0.038%
5/29/2025Nova Wealth Management Inc.34,971$734K0.6%N/A0.073%
5/20/2025Integrity Alliance LLC.13,881$291K0.0%N/A0.031%
5/19/2025Jane Street Group LLC89,889$1.89M0.0%-72.3%0.199%
5/16/2025Faithward Advisors LLC20,204$424K0.1%+28.2%0.045%
5/16/2025Coppell Advisory Solutions LLC82,304$1.73M0.1%N/A0.182%
5/16/2025Kestra Investment Management LLC10,622$223K0.0%+18.3%0.024%
5/16/2025Pinnacle Family Advisors LLC30,947$650K0.4%N/A0.069%
5/16/2025NewEdge Advisors LLC138,939$2.92M0.0%N/A0.308%
5/16/2025Concorde Asset Management LLC10,464$218K0.1%N/A0.023%
5/15/2025Royal Bank of Canada245,275$5.15M0.0%N/A0.543%
5/14/2025Comerica Bank15,584$327K0.0%+45.3%0.035%
5/14/2025Kestra Advisory Services LLC1,352,171$28.38M0.1%+82.3%2.995%
5/13/2025Vestmark Advisory Solutions Inc.36,075$757K0.0%+5.6%0.080%
5/13/2025Core Wealth Partners LLC77,326$1.62M0.9%N/A0.171%
5/12/2025Maia Wealth LLC50,010$1.03M0.2%+41.0%0.111%
5/12/2025Benjamin Edwards Inc.285,756$6.00M0.1%+118.9%0.633%
5/9/2025Atria Wealth Solutions Inc.113,195$2.38M0.0%+25.7%0.251%
5/8/2025Harbour Investments Inc.679,776$14.27M0.4%+303.8%1.506%
5/8/2025FSB Premier Wealth Management Inc.168,946$3.55M1.4%N/A0.374%
5/7/2025N.E.W. Advisory Services LLC696,398$14.62M1.1%N/A1.542%
5/7/2025LPL Financial LLC3,786,283$79.47M0.0%+76.0%8.386%
5/6/2025Assetmark Inc.357,086$7.50M0.0%+33.5%0.791%
5/6/2025Cetera Investment Advisers1,035,640$21.74M0.0%+133.8%2.294%
5/6/2025Avantax Advisory Services Inc.58,924$1.24M0.0%-2.2%0.131%
5/6/2025AE Wealth Management LLC204,473$4.29M0.0%+11.4%0.453%
5/6/2025BlueChip Wealth Advisors LLC18,874$396K0.2%N/A0.042%
5/5/2025IFP Advisors Inc27,399$575K0.0%+3,299.4%0.061%
5/5/2025OneAscent Financial Services LLC19,434$408K0.0%+65.6%0.043%
5/5/2025Impact Partnership Wealth LLC34,671$728K0.2%+58.4%0.077%
5/5/2025Private Advisor Group LLC549,372$11.53M0.1%N/A1.217%
5/2/2025Kingsview Wealth Management LLC362,440$7.61M0.1%N/A0.803%
5/2/2025Apollon Wealth Management LLC20,729$435K0.0%N/A0.046%
5/2/2025Sigma Planning Corp301,512$6.33M0.2%N/A0.668%
5/1/2025Stephens Inc. AR1,261,287$26.47M0.4%N/A3.138%
5/1/2025Acorn Wealth Advisors LLC81,284$1.71M0.7%+7.5%0.202%
5/1/2025Quest 10 Wealth Builders Inc.2,605$55K0.1%+22.7%0.006%
4/30/2025Moloney Securities Asset Management LLC22,957$482K0.1%N/A0.057%
Special gold investment soars 2,300% ... 5,090% ... 9,850% (Ad)

In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rally right now. Over the past few weeks alone, the yellow metal surged as high as $3,500 — the highest level on record. So far this bull run playing out exactly as me and my analysts have predicted.

Here’s exactly how we see this gold bull market play out.
4/30/2025Synergy Investment Management LLC13,667$287K0.1%N/A0.034%
4/29/2025Raleigh Capital Management Inc.5,894$124K0.1%+30.5%0.015%
4/29/2025Envestnet Asset Management Inc.2,571,810$53.98M0.0%+43.7%6.398%
4/29/2025Bank of New York Mellon Corp275,961$5.79M0.0%+24.3%0.686%
4/29/2025Seascape Capital Management1,082,181$22.72M7.9%N/A2.692%
4/29/2025Strategic Blueprint LLC12,742$267K0.0%N/A0.032%
4/28/2025Private Trust Co. NA6,111$128K0.0%N/A0.015%
4/28/2025Rossby Financial LCC4,455$93K0.0%N/A0.011%
4/28/2025ABLE Financial Group LLC10,020$210K0.1%N/A0.025%
4/24/2025Philip James Wealth Mangement LLC299,553$6.29M0.8%+16.8%0.745%
4/23/2025Perigon Wealth Management LLC54,625$1.15M0.0%+37.5%0.136%
4/23/2025Spire Wealth Management4,634$97K0.0%N/A0.012%
4/22/2025Cambridge Investment Research Advisors Inc.505,367$10.61M0.0%+26.4%1.257%
4/22/2025LVZ Inc.3,016,525$63.32M8.3%+9.6%7.504%
4/21/2025ORG Wealth Partners LLC1,178$25K0.0%N/A0.003%
4/21/2025Envestnet Portfolio Solutions Inc.231,633$4.86M0.0%+23.1%0.576%
4/21/2025Centennial Wealth Advisory LLC159,639$3.35M1.2%+72.7%0.397%
4/17/2025Janney Montgomery Scott LLC280,289$5.88M0.0%N/A0.697%
4/17/2025Cyndeo Wealth Partners LLC923,275$19.38M1.3%+7.7%2.297%
4/17/2025Keystone Wealth Services LLC28,478$598K0.2%N/A0.071%
4/15/2025GPS Wealth Strategies Group LLC37,421$785K0.1%-4.5%0.093%
4/15/2025Simplicity Wealth LLC10,479$220K0.0%N/A0.026%
4/14/2025Park Avenue Securities LLC116,647$2.45M0.0%+29.2%0.290%
4/14/2025Miracle Mile Advisors LLC40,800$856K0.0%N/A0.101%
4/10/2025Iams Wealth Management LLC129,437$2.72M1.2%N/A0.322%
4/9/2025RFG Advisory LLC30,905$649K0.0%N/A0.094%
4/9/2025 HBW Advisory Services LLC305,002$6.40M0.9%+35.9%0.923%
4/8/2025 Private Client Services LLC17,758$373K0.2%N/A0.054%
2/17/2025Cetera Investment Advisers443,021$9.15M0.0%N/A59.069%
2/17/2025Citadel Advisors LLC66,385$1.37M0.0%+73.3%8.851%
2/17/2025Benjamin Edwards Inc.130,558$2.70M0.0%+224.9%17.408%
2/14/2025Jane Street Group LLC325,001$6.71M0.0%+2,459.5%43.333%
2/14/2025Comerica Bank10,726$221K0.0%N/A1.430%
2/14/2025Topsail Wealth Management LLC5,335$110K0.0%N/A0.711%
2/14/2025First Trust Advisors LP532,647$11.00M0.0%N/A71.019%
2/14/2025GeoWealth Management LLC19,821$409K0.0%N/A2.643%
2/14/2025Concourse Financial Group Securities Inc.25,311$523K0.0%N/A3.375%
2/13/2025Stenger Family Office LLC117,183$2.21M0.8%N/A15.624%
2/13/2025Faithward Advisors LLC15,763$326K0.1%+10.5%2.102%
2/13/2025Envestnet Asset Management Inc.1,790,140$36.97M0.0%N/A238.685%
2/12/2025OneAscent Financial Services LLC11,733$242K0.0%N/A1.564%
2/12/2025Orion Portfolio Solutions LLC184,739$3.82M0.0%N/A24.632%
2/11/2025LPL Financial LLC2,151,825$44.44M0.0%N/A286.909%
2/10/2025Harbour Investments Inc.168,346$3.48M0.1%+22.0%22.446%
2/10/2025Envestnet Portfolio Solutions Inc.188,153$3.89M0.0%N/A25.087%
2/10/2025Commonwealth Equity Services LLC333,943$6.90M0.0%+6.7%44.526%
2/10/2025Avantax Advisory Services Inc.60,278$1.25M0.0%+122.3%8.037%
2/6/2025Vestmark Advisory Solutions Inc.34,146$705K0.0%N/A4.553%
2/6/2025LVZ Inc.2,753,129$56.85M7.3%N/A367.083%
2/6/2025Atria Investments Inc60,878$1.26M0.0%N/A8.117%
Special gold investment soars 2,300% ... 5,090% ... 9,850% (Ad)

In my 54 years as an investor, I’ve seen my share of gold bull markets. But nothing comes close to the rally right now. Over the past few weeks alone, the yellow metal surged as high as $3,500 — the highest level on record. So far this bull run playing out exactly as me and my analysts have predicted.

Here’s exactly how we see this gold bull market play out.
2/6/2025Assetmark Inc.267,578$5.53M0.0%N/A35.677%
2/5/2025Maia Wealth LLC35,473$734K0.2%+12.9%4.730%
2/4/2025Bank of New York Mellon Corp221,955$4.58M0.0%N/A29.594%
2/4/2025Acorn Wealth Advisors LLC75,607$1.56M0.6%N/A10.081%
1/31/2025Global Retirement Partners LLC1,745$36K0.0%N/A0.233%
1/31/2025Kestra Investment Management LLC8,979$185K0.0%N/A1.197%
1/31/2025Atria Wealth Solutions Inc.90,036$1.86M0.0%N/A12.005%
1/31/2025Truist Financial Corp54,939$1.13M0.0%+306.5%7.325%
1/31/2025Sanctuary Advisors LLC123,803$2.56M0.0%+59.3%16.507%
1/31/2025Philip James Wealth Mangement LLC256,511$5.30M0.7%N/A34.201%
(Data available from 1/1/2016 forward)

FTCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTCB shares?

During the previous two years, 88 institutional investors and hedge funds held shares of First Trust Core Investment Grade ETF. The most heavily invested institutionals were LPL Financial LLC ($79.47M), LVZ Inc. ($63.32M), Envestnet Asset Management Inc. ($53.98M), Kestra Advisory Services LLC ($28.38M), Stephens Inc. AR ($26.47M), Seascape Capital Management ($22.72M), and Cetera Investment Advisers ($21.74M).Learn more on First Trust Core Investment Grade ETF's institutional investors.

Which institutional investors have been buying First Trust Core Investment Grade ETF's stock?

Of the 87 institutional investors that purchased First Trust Core Investment Grade ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($3.79M), LVZ Inc. ($3.02M), Envestnet Asset Management Inc. ($2.57M), Stephens Inc. AR ($1.26M), Seascape Capital Management ($1.08M), Cetera Investment Advisers ($1.04M), and Cyndeo Wealth Partners LLC ($923.28K).

How much institutional buying is happening at First Trust Core Investment Grade ETF?

Institutional investors have bought a total of 22,452,233 shares in the last 24 months. This purchase volume represents approximately $467.80M in transactions.

Which of First Trust Core Investment Grade ETF's major shareholders have been selling company stock?

The following institutional investors have sold First Trust Core Investment Grade ETF stock in the last 24 months: Jane Street Group LLC ($244.25K), Harbour Investments Inc. ($3.85K), OneDigital Investment Advisors LLC ($2.91K), GPS Wealth Strategies Group LLC ($1.78K), and Avantax Advisory Services Inc. ($1.35K).

How much institutional selling is happening at First Trust Core Investment Grade ETF?

Institutional investors have sold a total of 254,147 shares in the last 24 months. This volume of shares sold represents approximately $5.34M in transactions.


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This page (NYSEARCA:FTCB) was last updated on 7/4/2025 by MarketBeat.com Staff
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