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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$21.38 -0.02 (-0.09%)
Closing price 10/3/2025 04:10 PM Eastern
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As of 10/3/2025 04:10 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)
110
Total
Institutional Inflows
(last 12 months)
$637.11M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$30.81M
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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
9/4/2025Osaic Holdings Inc.1,100,965$23.19M0.0%+194.0%1.806%
8/27/2025Orion Porfolio Solutions LLC284,972$6.00M0.1%+18.9%0.468%
8/20/2025Coppell Advisory Solutions LLC122,855$2.58M0.3%+49.3%0.202%
8/18/2025N.E.W. Advisory Services LLC75,068$1.58M0.2%-89.2%0.123%
8/18/2025Geneos Wealth Management Inc.6,436$136K0.0%+160.8%0.011%
8/18/2025Kestra Investment Management LLC12,487$263K0.0%+17.6%0.020%
8/15/2025Asset Allocation Strategies LLC18,632$392K0.1%N/A0.031%
8/15/2025Equitable Holdings Inc.334,621$7.05M0.1%N/A0.549%
8/15/2025FSB Premier Wealth Management Inc.203,795$4.29M1.5%+20.6%0.334%
8/15/2025Visionary Wealth Advisors196,674$4.14M0.2%+3.5%0.323%
8/15/2025Snowden Capital Advisors LLC68,656$1.45M0.0%+5.5%0.113%
8/15/2025Orion Porfolio Solutions LLC284,972$6.00M0.0%+18.9%0.468%
8/15/2025MML Investors Services LLC36,448$768K0.0%+9.5%0.060%
8/15/2025IHT Wealth Management LLC217,434$4.58M0.1%+3.6%0.357%
8/15/2025Benjamin Edwards Inc.468,753$9.87M0.1%+64.0%0.769%
8/14/2025Jane Street Group LLC213,459$4.50M0.0%+137.5%0.350%
8/14/2025Betterment LLC12,198$257K0.0%N/A0.020%
8/14/2025Faithward Advisors LLC24,402$514K0.1%+20.8%0.040%
8/14/2025NewEdge Advisors LLC194,246$4.09M0.0%+39.8%0.319%
8/14/2025Acorn Wealth Advisors LLC90,269$1.90M0.7%+11.1%0.148%
8/13/2025StoneX Group Inc.52,422$1.10M0.1%N/A0.086%
8/13/2025Gateway Wealth Partners LLC149,573$3.15M0.6%N/A0.245%
8/13/2025First Trust Advisors LP533,032$11.23M0.0%-14.9%0.875%
8/13/2025Maia Wealth LLC72,800$1.53M0.3%+45.6%0.119%
8/12/2025Global Retirement Partners LLC34,019$716K0.0%N/A0.056%
8/12/2025PKS Advisory Services LLC110,663$2.33M0.6%N/A0.185%
8/8/2025Kingsview Wealth Management LLC451,202$9.50M0.2%+24.5%0.754%
8/8/2025Cetera Investment Advisers1,463,717$30.83M0.1%+41.3%2.446%
8/6/2025Prospera Financial Services Inc905,153$19.07M0.4%+41.7%1.512%
8/6/2025AE Wealth Management LLC182,785$3.85M0.0%-10.6%0.305%
8/6/2025Long Run Wealth Advisors LLC2,023,612$42.62M8.9%N/A3.381%
8/6/2025Golden State Wealth Management LLC32,596$686K0.1%N/A0.054%
8/5/2025GPS Wealth Strategies Group LLC40,536$854K0.1%+8.3%0.068%
8/5/2025Bank of New York Mellon Corp379,524$7.99M0.0%+37.5%0.634%
8/5/2025Sigma Planning Corp286,678$6.04M0.2%-4.9%0.479%
8/4/2025IFG Advisory LLC41,841$881K0.0%N/A0.070%
8/4/2025Impact Partnership Wealth LLC40,837$860K0.2%+17.8%0.068%
8/4/2025Atria Investments Inc108,128$2.28M0.0%+32.8%0.181%
8/4/2025Assetmark Inc.477,195$10.05M0.0%+33.6%0.797%
8/4/2025Spire Wealth Management105,586$2.22M0.1%+2,178.5%0.176%
8/4/2025Arkadios Wealth Advisors38,674$814K0.0%N/A0.065%
8/1/2025Transcend Capital Advisors LLC58,225$1.23M0.1%N/A0.097%
8/1/2025Ashton Thomas Private Wealth LLC25,950$547K0.0%N/A0.043%
8/1/2025Envestnet Asset Management Inc.3,303,545$69.57M0.0%+28.5%5.520%
7/31/2025Moloney Securities Asset Management LLC27,532$580K0.1%+19.9%0.046%
7/30/2025Strategic Blueprint LLC13,592$286K0.0%+6.7%0.023%
7/29/2025Stephens Inc. AR1,190,289$25.07M0.3%-5.6%1.989%
7/29/2025Balboa Wealth Partners60,241$1.27M0.3%N/A0.101%
7/29/2025Private Trust Co. NA7,904$166K0.0%+29.3%0.013%
7/28/2025Harbour Investments Inc.495,380$10.43M0.3%-27.1%0.828%
7/28/2025RFG Advisory LLC36,861$776K0.0%+19.3%0.062%
7/25/2025Atria Wealth Solutions Inc.15,928$335K0.0%-85.9%0.027%
7/25/2025Envestnet Portfolio Solutions Inc.124,495$2.62M0.0%-46.3%0.208%
7/25/2025MGO One Seven LLC28,751$605K0.0%N/A0.048%
7/25/2025CWM LLC6,689$141K0.0%+28.3%0.011%
7/25/2025Concurrent Investment Advisors LLC240,946$5.07M0.1%N/A0.403%
7/25/2025Apollon Wealth Management LLC30,197$636K0.0%+45.7%0.050%
7/24/2025Cyndeo Wealth Partners LLC931,979$19.63M1.2%+0.9%1.557%
7/24/2025IFP Advisors Inc161,749$3.41M0.1%+490.3%0.270%
7/23/2025Prime Capital Investment Advisors LLC153,472$3.23M0.0%N/A0.256%
7/22/2025Simplicity Wealth LLC13,247$279K0.0%+26.4%0.022%
7/21/2025Ameritas Advisory Services LLC9,398$198K0.0%N/A0.016%
7/18/2025Philip James Wealth Mangement LLC303,464$6.39M0.8%+1.3%0.507%
7/18/2025Truist Financial Corp16,188$341K0.0%-9.5%0.027%
7/17/2025Centennial Wealth Advisory LLC362,099$7.62M2.4%+126.8%0.608%
7/17/2025Janney Montgomery Scott LLC356,047$7.50M0.0%+27.0%0.598%
7/16/2025Perigon Wealth Management LLC63,532$1.34M0.0%+16.3%0.107%
7/15/2025McCarthy & Cox859,585$18.10M4.7%N/A1.443%
7/15/2025Traction Financial Partners LLC19,588$413K0.3%N/A0.033%
7/15/2025LVZ Inc.3,043,021$64.09M7.7%+0.9%5.110%
7/14/2025Seascape Capital Management1,300,564$27.39M8.6%+20.2%2.193%
7/14/2025Iams Wealth Management LLC149,236$3.14M1.4%+15.3%0.252%
7/14/2025Park Avenue Securities LLC139,124$2.93M0.0%+19.3%0.235%
7/9/2025Keystone Wealth Services LLC39,343$829K0.2%+38.2%0.068%
7/7/2025Nova Wealth Management Inc.79,951$1.68M1.2%+128.6%0.140%
7/3/2025TrueWealth Advisors LLC13,634$287K0.1%N/A0.025%
7/2/2025HBW Advisory Services LLC328,529$6.92M0.9%+7.7%0.607%
7/1/2025Private 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%
(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, 115 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), Envestnet Asset Management Inc. ($69.57M), LVZ Inc. ($64.09M), Long Run Wealth Advisors LLC ($42.62M), Cetera Investment Advisers ($30.83M), Kestra Advisory Services LLC ($28.38M), and Seascape Capital Management ($27.39M).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 114 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), Envestnet Asset Management Inc. ($3.30M), LVZ Inc. ($3.04M), Long Run Wealth Advisors LLC ($2.02M), Cetera Investment Advisers ($1.46M), Seascape Capital Management ($1.30M), and Stephens Inc. AR ($1.26M).

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

Institutional investors have bought a total of 30,496,358 shares in the last 24 months. This purchase volume represents approximately $637.11M in transactions.

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

Of the 13 institutional investors that sold First Trust Core Investment Grade ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: N.E.W. Advisory Services LLC ($621.33K), Jane Street Group LLC ($244.25K), Harbour Investments Inc. ($184.40K), Envestnet Portfolio Solutions Inc. ($107.14K), Atria Wealth Solutions Inc. ($97.27K), First Trust Advisors LP ($93.69K), and Stephens Inc. AR ($71.00K).

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

Institutional investors have sold a total of 1,463,325 shares in the last 24 months. This volume of shares sold represents approximately $30.81M in transactions.



This page (NYSEARCA:FTCB) was last updated on 10/6/2025 by MarketBeat.com Staff
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