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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$20.72 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
153
Total
Institutional Inflows
(last 12 months)
$657.10M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$61.37M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 NewEdge Advisors LLC559,945$11.74M0.2%+152.9%0.497%
5/19/2026 Arkadios Wealth Advisors83,587$1.75M0.0%+35.3%0.074%
5/18/2026 Royal Bank of Canada566,232$11.87M0.0%+27.1%0.503%
5/15/2026 Gateway Wealth Partners LLC458,485$9.61M0.4%+165.3%0.407%
5/13/2026 Cetera Investment Advisers2,750,968$57.66M0.1%+30.5%2.442%
5/13/2026 First Trust Advisors LP1,233,088$25.85M0.0%+45.4%1.095%
5/7/2026 Legacy Wealth Managment LLC ID13,042$273K0.1%+138.0%0.012%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC9,158$192K0.0%+34.3%0.008%
5/6/2026 Modera Wealth Management LLC18,471$387K0.0%N/A0.016%
5/6/2026 Assetmark Inc.663,530$13.91M0.0%+4.6%0.589%
5/6/2026 Independent Financial Group LLC428,010$8.97M0.3%N/A0.380%
5/5/2026 Bank of New York Mellon Corp488,589$10.24M0.0%+1.8%0.434%
5/5/2026 Blackhawk Capital Partners LLC150,425$3.15M1.2%+20.5%0.134%
5/5/2026 Gentry Private Wealth LLC39,630$831K0.5%+2.6%0.035%
5/5/2026 Sanctuary Advisors LLC233,933$4.90M0.0%+8.1%0.208%
5/5/2026 BlueChip Wealth Advisors LLC27,352$573K0.3%+24.0%0.024%
5/5/2026 Sigma Planning Corp225,475$4.73M0.1%-7.7%0.200%
5/4/2026 HBW Advisory Services LLC489,331$10.26M1.1%+3.3%0.434%
5/1/2026 Fifth Third Bancorp4,104$86K0.0%N/A0.004%
4/30/2026 Torren Management LLC2,066$43K0.0%N/A0.002%
4/30/2026 Kestra Advisory Services LLC1,660,470$34.80M0.1%+0.4%1.483%
4/28/2026 Whittier Trust Co. of Nevada Inc.2,038$43K0.0%N/A0.002%
4/28/2026 Stephens Inc. AR1,999,530$41.91M0.5%+58.6%1.821%
4/28/2026 Seascape Capital Management1,414,780$29.65M8.5%-1.1%1.289%
4/28/2026 LVZ Inc.3,240,435$67.92M7.8%+4.6%2.951%
4/28/2026 Raleigh Capital Management Inc.7,813$164K0.1%+14.2%0.007%
4/27/2026 World Investment Advisors46,667$978K0.0%+4.7%0.043%
4/27/2026 Private Advisor Group LLC1,060,087$22.22M0.1%+10.6%0.965%
4/27/2026 Elevation Point Wealth Partners LLC13,337$280K0.0%+39.4%0.012%
4/24/2026 Impact Partnership Wealth LLC47,355$993K0.1%-1.7%0.043%
4/24/2026 Ferguson Shapiro LLC168,924$3.54M1.1%+6.4%0.154%
4/23/2026 SageGuard Financial Group LLC300,043$6.29M1.0%N/A0.274%
4/23/2026 Asset Allocation Strategies LLC48,645$1.02M0.2%+41.9%0.044%
4/23/2026 Apollon Wealth Management LLC54,850$1.15M0.0%+23.8%0.050%
4/22/2026 Janney Montgomery Scott LLC956,652$20.05M0.0%+107.8%0.876%
4/21/2026 Sequent Planning LLC19,283$404K0.1%N/A0.018%
4/21/2026 Silver Oak Securities Incorporated29,101$610K0.0%+102.7%0.027%
4/20/2026 Kestra Private Wealth Services LLC219,148$4.59M0.1%+22.0%0.201%
4/20/2026 RFG Advisory LLC61,751$1.29M0.0%+18.7%0.057%
4/20/2026 Centennial Wealth Advisory LLC1,088,140$22.81M5.5%+102.2%0.996%
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4/18/2026 Faithward Advisors LLC30,743$644K0.1%+4.1%0.028%
4/18/2026 EdgeRock Capital LLC11,216$235K0.1%-9.8%0.010%
3/17/2026 Rockefeller Capital Management L.P.1,386$29K0.0%N/A0.001%
3/13/2026 World Investment Advisors44,578$946K0.0%N/A0.046%
2/18/2026 Onyx Bridge Wealth Group LLC16,833$357K0.0%-14.4%0.017%
2/18/2026 NewEdge Advisors LLC221,404$4.70M0.0%-0.3%0.230%
2/18/2026 Pacific Excel Wealth Advisors Inc.94,962$2.02M3.8%N/A0.099%
2/18/2026 OLD Mission Capital LLC61,112$1.30M0.0%-67.6%0.063%
2/18/2026 Maia Wealth LLC51,269$1.10M0.2%-33.9%0.053%
2/18/2026 IHT Wealth Management LLC238,185$5.06M0.1%+1.3%0.247%
2/17/2026 Cetera Investment Advisers2,107,721$44.75M0.0%+19.6%2.190%
2/17/2026 Hilltop Holdings Inc.16,952$360K0.0%+17.3%0.018%
2/17/2026 Equitable Holdings Inc.566,518$12.03M0.1%+15.6%0.589%
2/17/2026 Kovack Advisors Inc.90,950$1.93M0.1%+371.2%0.094%
2/17/2026 GeoWealth Management LLC40,064$851K0.0%+16.8%0.042%
2/17/2026 Osaic Holdings Inc.1,111,815$23.60M0.0%-3.4%1.155%
2/17/2026 Private Advisor Group LLC958,483$20.35M0.1%+22.2%0.996%
2/17/2026 &PARTNERS1,343,247$28.55M0.1%+2.6%1.396%
2/17/2026 Royal Bank of Canada445,628$9.46M0.0%+28.2%0.463%
2/17/2026 Faithward Advisors LLC29,545$627K0.1%+42.7%0.031%
2/16/2026 MML Investors Services LLC74,429$1.58M0.0%+34.1%0.077%
2/16/2026 Mariner LLC180,443$3.83M0.0%+504.7%0.187%
2/16/2026 Arax Advisory Partners542,764$11.52M0.3%N/A0.564%
2/13/2026 Kestra Advisory Services LLC1,653,675$35.11M0.1%+3.1%1.718%
2/13/2026 Stifel Financial Corp2,138,023$45.39M0.0%+1.7%2.221%
2/13/2026 Morgan Stanley6,203,204$131.69M0.0%+16.3%6.445%
2/13/2026 Arkadios Wealth Advisors61,789$1.31M0.0%+16.9%0.064%
2/13/2026 First Trust Advisors LP847,936$18.00M0.0%+41.4%0.881%
2/13/2026 Integrated Wealth Concepts LLC169,745$3.60M0.0%+5.6%0.176%
2/13/2026 Ausdal Financial Partners Inc.24,145$513K0.0%-2.7%0.025%
2/13/2026 Golden State Wealth Management LLC25,416$540K0.1%-11.8%0.026%
2/13/2026 Asset Allocation Strategies LLC34,291$728K0.1%+33.5%0.036%
2/13/2026 Summit Financial LLC139,948$2.97M0.0%+8.1%0.145%
2/13/2026Concorde Asset Management LLC75,969$1.61M0.6%+43.9%0.079%
2/12/2026 Rossby Financial LCC19,203$408K0.1%+5.0%0.020%
2/12/2026 Orion Porfolio Solutions LLC380,580$8.08M0.1%+29.9%0.395%
2/12/2026 Commonwealth Equity Services LLC266,923$5.67M0.0%+61.4%0.277%
2/12/2026 StoneX Group Inc.11,343$241K0.0%-27.5%0.012%
2/12/2026 Wagner Wealth Management Corp194,878$4.14M4.1%N/A0.202%
2/12/2026 Elevation Point Wealth Partners LLC9,568$203K0.0%N/A0.010%
2/12/2026 Betterment LLC20,452$434K0.0%+10.3%0.021%
2/12/2026 Principal Securities Inc.23,855$506K0.0%+30.5%0.025%
2/12/2026 Kovack Advisors Inc.90,950$1.93M0.1%+371.2%0.094%
2/11/2026 Gateway Wealth Partners LLC172,841$3.67M0.4%+15.5%0.180%
2/11/2026 Janney Montgomery Scott LLC460,474$9.78M0.0%+19.4%0.478%
2/11/2026 Omnitrust Wealth Management Inc39,120$831K1.1%N/A0.041%
2/11/2026 LPL Financial LLC12,413,458$263.54M0.1%+41.6%12.897%
2/11/2026 OneAscent Financial Services LLC32,081$681K0.1%+14.9%0.033%
2/10/2026 Calton & Associates Inc.38,419$816K0.1%+20.2%0.040%
2/10/2026 Consolidated Capital Management LLC541,198$11.49M3.5%N/A0.562%
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2/10/2026 Impact Partnership Wealth LLC48,157$1.02M0.1%-1.8%0.050%
2/10/2026 Acorn Wealth Advisors LLC145,546$3.09M0.9%+23.1%0.151%
2/10/2026 Northwestern Mutual Wealth Management Co.1,389,242$29.49M0.0%+14,236.9%1.443%
2/10/2026 IFG Advisory LLC58,677$1.25M0.1%+23.5%0.061%
2/9/2026 Kingsview Wealth Management LLC184,050$3.91M0.1%+14.3%0.191%
2/9/2026 Integrity Alliance LLC.23,925$508K0.0%+17.0%0.025%
2/9/2026 Kestra Investment Management LLC18,443$392K0.0%+56.4%0.019%
2/9/2026 Harbour Investments Inc.992,524$21.07M0.4%+10.0%1.031%
2/9/2026 Prospera Financial Services Inc1,068,137$22.68M0.4%+11.7%1.110%
2/6/2026GPS Wealth Strategies Group LLC11,773$250K0.2%-70.9%0.012%


FTCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 176 institutional investors and hedge funds held shares of First Trust Core Investment Grade ETF. The most heavily invested institutionals were LPL Financial LLC ($263.54M), Morgan Stanley ($131.69M), Envestnet Asset Management Inc. ($73.24M), LVZ Inc. ($67.92M), Cetera Investment Advisers ($57.66M), Long Run Wealth Advisors LLC ($47.38M), and Stifel Financial Corp ($45.39M).Learn more on First Trust Core Investment Grade ETF's institutional investors.

Of the 173 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 ($7.44M), Envestnet Asset Management Inc. ($3.44M), LVZ Inc. ($3.24M), Northwestern Mutual Wealth Management Co. ($2.77M), Cetera Investment Advisers ($2.45M), Long Run Wealth Advisors LLC ($2.23M), and Stephens Inc. AR ($2.07M).

Institutional investors have bought a total of 31,068,527 shares in the last 24 months. This purchase volume represents approximately $657.10M in transactions.

Of the 37 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: McCarthy & Cox ($919.98K), N.E.W. Advisory Services LLC ($621.33K), Kingsview Wealth Management LLC ($290.20K), Harbour Investments Inc. ($184.40K), OLD Mission Capital LLC ($127.69K), Envestnet Portfolio Solutions Inc. ($118.52K), and Sigma Planning Corp ($99.39K).

Institutional investors have sold a total of 2,899,369 shares in the last 24 months. This volume of shares sold represents approximately $61.37M in transactions.


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This page (NYSEARCA:FTCB) was last updated on 5/25/2026 by MarketBeat.com Staff.
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