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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$20.53 +0.02 (+0.10%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Core Investment Grade ETF (NYSEARCA:FTCB)

Number of
Institutional Buyers
(last 12 months)
83
Total
Institutional Inflows
(last 12 months)
$466.23M
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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Integrity Alliance LLC.13,881$291K0.0%N/A0.031%
5/19/2025 Jane Street Group LLC89,889$1.89M0.0%-72.3%0.199%
5/16/2025 Faithward Advisors LLC20,204$424K0.1%+28.2%0.045%
5/16/2025 Coppell Advisory Solutions LLC82,304$1.73M0.1%N/A0.182%
5/16/2025 Kestra Investment Management LLC10,622$223K0.0%+18.3%0.024%
5/16/2025 Pinnacle Family Advisors LLC30,947$650K0.4%N/A0.069%
5/16/2025 NewEdge Advisors LLC138,939$2.92M0.0%N/A0.308%
5/16/2025 Concorde Asset Management LLC10,464$218K0.1%N/A0.023%
5/15/2025 Royal Bank of Canada245,275$5.15M0.0%N/A0.543%
5/14/2025 Comerica Bank15,584$327K0.0%+45.3%0.035%
5/14/2025 Kestra Advisory Services LLC1,352,171$28.38M0.1%+82.3%2.995%
5/13/2025 Vestmark Advisory Solutions Inc.36,075$757K0.0%+5.6%0.080%
5/13/2025 Core Wealth Partners LLC77,326$1.62M0.9%N/A0.171%
5/12/2025 Maia Wealth LLC50,010$1.03M0.2%+41.0%0.111%
5/12/2025 Benjamin Edwards Inc.285,756$6.00M0.1%+118.9%0.633%
5/9/2025 Atria Wealth Solutions Inc.113,195$2.38M0.0%+25.7%0.251%
5/8/2025 Harbour Investments Inc.679,776$14.27M0.4%+303.8%1.506%
5/8/2025 FSB Premier Wealth Management Inc.168,946$3.55M1.4%N/A0.374%
5/7/2025 N.E.W. Advisory Services LLC696,398$14.62M1.1%N/A1.542%
5/7/2025 LPL Financial LLC3,786,283$79.47M0.0%+76.0%8.386%
5/6/2025 Assetmark Inc.357,086$7.50M0.0%+33.5%0.791%
5/6/2025 Cetera Investment Advisers1,035,640$21.74M0.0%+133.8%2.294%
5/6/2025 Avantax Advisory Services Inc.58,924$1.24M0.0%-2.2%0.131%
5/6/2025 AE Wealth Management LLC204,473$4.29M0.0%+11.4%0.453%
5/6/2025 BlueChip Wealth Advisors LLC18,874$396K0.2%N/A0.042%
5/5/2025 IFP Advisors Inc27,399$575K0.0%+3,299.4%0.061%
5/5/2025 OneAscent Financial Services LLC19,434$408K0.0%+65.6%0.043%
5/5/2025 Impact Partnership Wealth LLC34,671$728K0.2%+58.4%0.077%
5/5/2025 Private Advisor Group LLC549,372$11.53M0.1%N/A1.217%
5/2/2025 Kingsview Wealth Management LLC362,440$7.61M0.1%N/A0.803%
5/2/2025 Apollon Wealth Management LLC20,729$435K0.0%N/A0.046%
5/2/2025 Sigma Planning Corp301,512$6.33M0.2%N/A0.668%
5/1/2025 Stephens Inc. AR1,261,287$26.47M0.4%N/A3.138%
5/1/2025 Acorn Wealth Advisors LLC81,284$1.71M0.7%+7.5%0.202%
5/1/2025 Quest 10 Wealth Builders Inc.2,605$55K0.1%+22.7%0.006%
4/30/2025 Moloney Securities Asset Management LLC22,957$482K0.1%N/A0.057%
4/30/2025 Synergy Investment Management LLC13,667$287K0.1%N/A0.034%
4/29/2025 Raleigh Capital Management Inc.5,894$124K0.1%+30.5%0.015%
4/29/2025 Envestnet Asset Management Inc.2,571,810$53.98M0.0%+43.7%6.398%
4/29/2025 Bank of New York Mellon Corp275,961$5.79M0.0%+24.3%0.686%
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4/29/2025 Seascape Capital Management1,082,181$22.72M7.9%N/A2.692%
4/29/2025 Strategic Blueprint LLC12,742$267K0.0%N/A0.032%
4/28/2025 Private Trust Co. NA6,111$128K0.0%N/A0.015%
4/28/2025 Rossby Financial LCC4,455$93K0.0%N/A0.011%
4/28/2025 ABLE Financial Group LLC10,020$210K0.1%N/A0.025%
4/24/2025 Philip James Wealth Mangement LLC299,553$6.29M0.8%+16.8%0.745%
4/23/2025 Perigon Wealth Management LLC54,625$1.15M0.0%+37.5%0.136%
4/23/2025 Spire Wealth Management4,634$97K0.0%N/A0.012%
4/22/2025 Cambridge Investment Research Advisors Inc.505,367$10.61M0.0%+26.4%1.257%
4/22/2025 LVZ Inc.3,016,525$63.32M8.3%+9.6%7.504%
4/21/2025 ORG Wealth Partners LLC1,178$25K0.0%N/A0.003%
4/21/2025 Envestnet Portfolio Solutions Inc.231,633$4.86M0.0%+23.1%0.576%
4/21/2025 Centennial Wealth Advisory LLC159,639$3.35M1.2%+72.7%0.397%
4/17/2025 Janney Montgomery Scott LLC280,289$5.88M0.0%N/A0.697%
4/17/2025 Cyndeo Wealth Partners LLC923,275$19.38M1.3%+7.7%2.297%
4/17/2025 Keystone Wealth Services LLC28,478$598K0.2%N/A0.071%
4/15/2025 GPS Wealth Strategies Group LLC37,421$785K0.1%-4.5%0.093%
4/15/2025 Simplicity Wealth LLC10,479$220K0.0%N/A0.026%
4/14/2025 Park Avenue Securities LLC116,647$2.45M0.0%+29.2%0.290%
4/14/2025 Miracle Mile Advisors LLC40,800$856K0.0%N/A0.101%
4/10/2025 Iams Wealth Management LLC129,437$2.72M1.2%N/A0.322%
4/9/2025 RFG 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%
2/17/2025 Cetera Investment Advisers443,021$9.15M0.0%N/A59.069%
2/17/2025 Citadel Advisors LLC66,385$1.37M0.0%+73.3%8.851%
2/17/2025 Benjamin Edwards Inc.130,558$2.70M0.0%+224.9%17.408%
2/14/2025 Jane Street Group LLC325,001$6.71M0.0%+2,459.5%43.333%
2/14/2025 Comerica Bank10,726$221K0.0%N/A1.430%
2/14/2025 Topsail Wealth Management LLC5,335$110K0.0%N/A0.711%
2/14/2025 First Trust Advisors LP532,647$11.00M0.0%N/A71.019%
2/14/2025 GeoWealth Management LLC19,821$409K0.0%N/A2.643%
2/14/2025 Concourse Financial Group Securities Inc.25,311$523K0.0%N/A3.375%
2/13/2025Stenger Family Office LLC117,183$2.21M0.8%N/A15.624%
2/13/2025 Faithward Advisors LLC15,763$326K0.1%+10.5%2.102%
2/13/2025 Envestnet Asset Management Inc.1,790,140$36.97M0.0%N/A238.685%
2/12/2025 OneAscent Financial Services LLC11,733$242K0.0%N/A1.564%
2/12/2025 Orion Portfolio Solutions LLC184,739$3.82M0.0%N/A24.632%
2/11/2025 LPL Financial LLC2,151,825$44.44M0.0%N/A286.909%
2/10/2025 Harbour Investments Inc.168,346$3.48M0.1%+22.0%22.446%
2/10/2025 Envestnet Portfolio Solutions Inc.188,153$3.89M0.0%N/A25.087%
2/10/2025 Commonwealth Equity Services LLC333,943$6.90M0.0%+6.7%44.526%
2/10/2025 Avantax Advisory Services Inc.60,278$1.25M0.0%+122.3%8.037%
2/6/2025 Vestmark Advisory Solutions Inc.34,146$705K0.0%N/A4.553%
2/6/2025 LVZ Inc.2,753,129$56.85M7.3%N/A367.083%
2/6/2025 Atria Investments Inc60,878$1.26M0.0%N/A8.117%
2/6/2025 Assetmark Inc.267,578$5.53M0.0%N/A35.677%
2/5/2025 Maia Wealth LLC35,473$734K0.2%+12.9%4.730%
2/4/2025 Bank of New York Mellon Corp221,955$4.58M0.0%N/A29.594%
2/4/2025 Acorn Wealth Advisors LLC75,607$1.56M0.6%N/A10.081%
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1/31/2025Global Retirement Partners LLC1,745$36K0.0%N/A0.233%
1/31/2025 Kestra Investment Management LLC8,979$185K0.0%N/A1.197%
1/31/2025 Atria Wealth Solutions Inc.90,036$1.86M0.0%N/A12.005%
1/31/2025 Truist Financial Corp54,939$1.13M0.0%+306.5%7.325%
1/31/2025Sanctuary Advisors LLC123,803$2.56M0.0%+59.3%16.507%
1/31/2025 Philip James Wealth Mangement LLC256,511$5.30M0.7%N/A34.201%
1/30/2025 Principal Securities Inc.9,174$189K0.0%N/A1.223%
1/27/2025 Centennial Wealth Advisory LLC92,434$1.91M0.7%+230.2%12.325%
1/24/2025 GPS Wealth Strategies Group LLC39,199$809K0.1%+1.3%5.227%
1/23/2025 Hantz Financial Services Inc.2,102$43K0.0%N/A0.280%
(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, 86 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 FTCB's institutional investors.

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

Of the 85 institutional investors that purchased First Trust Core Investment Grade ETF 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 22,749,369 shares in the last 24 months. This purchase volume represents approximately $474.09M in transactions.

Which First Trust Core Investment Grade ETF 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.



This page (NYSEARCA:FTCB) was last updated on 5/22/2025 by MarketBeat.com Staff
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