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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$20.84 0.00 (0.00%)
As of 07/2/2026 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)
154
Total
Institutional Inflows
(last 12 months)
$668.32M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$61.73M
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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
6/8/2026Pine Valley Investments Ltd Liability Co1,159,598$24.31M1.1%+8.7%1.029%
6/3/2026NewEdge Advisors LLC739,203$15.49M0.1%+233.9%0.656%
6/1/2026Concorde Asset Management LLC58,703$1.23M0.6%-22.7%0.052%
5/19/2026NewEdge Advisors LLC559,945$11.74M0.2%+152.9%0.497%
5/19/2026Arkadios Wealth Advisors83,587$1.75M0.0%+35.3%0.074%
5/18/2026Royal Bank of Canada566,232$11.87M0.0%+27.1%0.503%
5/15/2026Gateway Wealth Partners LLC458,485$9.61M0.4%+165.3%0.407%
5/13/2026Cetera Investment Advisers2,750,968$57.66M0.1%+30.5%2.442%
5/13/2026First Trust Advisors LP1,233,088$25.85M0.0%+45.4%1.095%
5/7/2026Legacy Wealth Managment LLC ID13,042$273K0.1%+138.0%0.012%
5/6/2026Annis Gardner Whiting Capital Advisors LLC9,158$192K0.0%+34.3%0.008%
5/6/2026Modera Wealth Management LLC18,471$387K0.0%N/A0.016%
5/6/2026Assetmark Inc.663,530$13.91M0.0%+4.6%0.589%
5/6/2026Independent Financial Group LLC428,010$8.97M0.3%N/A0.380%
5/5/2026Bank of New York Mellon Corp488,589$10.24M0.0%+1.8%0.434%
5/5/2026Blackhawk Capital Partners LLC150,425$3.15M1.2%+20.5%0.134%
5/5/2026Gentry Private Wealth LLC39,630$831K0.5%+2.6%0.035%
5/5/2026Sanctuary Advisors LLC233,933$4.90M0.0%+8.1%0.208%
5/5/2026BlueChip Wealth Advisors LLC27,352$573K0.3%+24.0%0.024%
5/5/2026Sigma Planning Corp225,475$4.73M0.1%-7.7%0.200%
5/4/2026HBW Advisory Services LLC489,331$10.26M1.1%+3.3%0.434%
5/1/2026Fifth Third Bancorp4,104$86K0.0%N/A0.004%
4/30/2026Torren Management LLC2,066$43K0.0%N/A0.002%
4/30/2026Kestra Advisory Services LLC1,660,470$34.80M0.1%+0.4%1.483%
4/28/2026Whittier Trust Co. of Nevada Inc.2,038$43K0.0%N/A0.002%
4/28/2026Stephens Inc. AR1,999,530$41.91M0.5%+58.6%1.821%
4/28/2026Seascape Capital Management1,414,780$29.65M8.5%-1.1%1.289%
4/28/2026LVZ Inc.3,240,435$67.92M7.8%+4.6%2.951%
4/28/2026Raleigh Capital Management Inc.7,813$164K0.1%+14.2%0.007%
4/27/2026World Investment Advisors46,667$978K0.0%+4.7%0.043%
4/27/2026Private Advisor Group LLC1,060,087$22.22M0.1%+10.6%0.965%
4/27/2026Elevation Point Wealth Partners LLC13,337$280K0.0%+39.4%0.012%
4/24/2026Impact Partnership Wealth LLC47,355$993K0.1%-1.7%0.043%
4/24/2026Ferguson Shapiro LLC168,924$3.54M1.1%+6.4%0.154%
4/23/2026SageGuard Financial Group LLC300,043$6.29M1.0%N/A0.274%
4/23/2026Asset Allocation Strategies LLC48,645$1.02M0.2%+41.9%0.044%
4/23/2026Apollon Wealth Management LLC54,850$1.15M0.0%+23.8%0.050%
4/22/2026Janney Montgomery Scott LLC956,652$20.05M0.0%+107.8%0.876%
4/21/2026Sequent Planning LLC19,283$404K0.1%N/A0.018%
4/21/2026Silver Oak Securities Incorporated29,101$610K0.0%+102.7%0.027%
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4/20/2026Kestra Private Wealth Services LLC219,148$4.59M0.1%+22.0%0.201%
4/20/2026RFG Advisory LLC61,751$1.29M0.0%+18.7%0.057%
4/20/2026Centennial Wealth Advisory LLC1,088,140$22.81M5.5%+102.2%0.996%
4/18/2026Faithward Advisors LLC30,743$644K0.1%+4.1%0.028%
4/18/2026EdgeRock Capital LLC11,216$235K0.1%-9.8%0.010%
3/17/2026Rockefeller Capital Management L.P.1,386$29K0.0%N/A0.001%
3/13/2026World Investment Advisors44,578$946K0.0%N/A0.046%
2/18/2026Onyx Bridge Wealth Group LLC16,833$357K0.0%-14.4%0.017%
2/18/2026NewEdge Advisors LLC221,404$4.70M0.0%-0.3%0.230%
2/18/2026Pacific Excel Wealth Advisors Inc.94,962$2.02M3.8%N/A0.099%
2/18/2026OLD Mission Capital LLC61,112$1.30M0.0%-67.6%0.063%
2/18/2026Maia Wealth LLC51,269$1.10M0.2%-33.9%0.053%
2/18/2026IHT Wealth Management LLC238,185$5.06M0.1%+1.3%0.247%
2/17/2026Cetera Investment Advisers2,107,721$44.75M0.0%+19.6%2.190%
2/17/2026Hilltop Holdings Inc.16,952$360K0.0%+17.3%0.018%
2/17/2026Equitable Holdings Inc.566,518$12.03M0.1%+15.6%0.589%
2/17/2026Kovack Advisors Inc.90,950$1.93M0.1%+371.2%0.094%
2/17/2026GeoWealth Management LLC40,064$851K0.0%+16.8%0.042%
2/17/2026Osaic Holdings Inc.1,111,815$23.60M0.0%-3.4%1.155%
2/17/2026Private Advisor Group LLC958,483$20.35M0.1%+22.2%0.996%
2/17/2026&PARTNERS1,343,247$28.55M0.1%+2.6%1.396%
2/17/2026Royal Bank of Canada445,628$9.46M0.0%+28.2%0.463%
2/17/2026Faithward Advisors LLC29,545$627K0.1%+42.7%0.031%
2/16/2026MML Investors Services LLC74,429$1.58M0.0%+34.1%0.077%
2/16/2026Mariner LLC180,443$3.83M0.0%+504.7%0.187%
2/16/2026Arax Advisory Partners542,764$11.52M0.3%N/A0.564%
2/13/2026Kestra Advisory Services LLC1,653,675$35.11M0.1%+3.1%1.718%
2/13/2026Stifel Financial Corp2,138,023$45.39M0.0%+1.7%2.221%
2/13/2026Morgan Stanley6,203,204$131.69M0.0%+16.3%6.445%
2/13/2026Arkadios Wealth Advisors61,789$1.31M0.0%+16.9%0.064%
2/13/2026First Trust Advisors LP847,936$18.00M0.0%+41.4%0.881%
2/13/2026Integrated Wealth Concepts LLC169,745$3.60M0.0%+5.6%0.176%
2/13/2026Ausdal Financial Partners Inc.24,145$513K0.0%-2.7%0.025%
2/13/2026Golden State Wealth Management LLC25,416$540K0.1%-11.8%0.026%
2/13/2026Asset Allocation Strategies LLC34,291$728K0.1%+33.5%0.036%
2/13/2026Summit Financial LLC139,948$2.97M0.0%+8.1%0.145%
2/13/2026Concorde Asset Management LLC75,969$1.61M0.6%+43.9%0.079%
2/12/2026Rossby Financial LCC19,203$408K0.1%+5.0%0.020%
2/12/2026Orion Porfolio Solutions LLC380,580$8.08M0.1%+29.9%0.395%
2/12/2026Commonwealth Equity Services LLC266,923$5.67M0.0%+61.4%0.277%
2/12/2026StoneX Group Inc.11,343$241K0.0%-27.5%0.012%
2/12/2026Wagner Wealth Management Corp194,878$4.14M4.1%N/A0.202%
2/12/2026Elevation Point Wealth Partners LLC9,568$203K0.0%N/A0.010%
2/12/2026Betterment LLC20,452$434K0.0%+10.3%0.021%
2/12/2026Principal Securities Inc.23,855$506K0.0%+30.5%0.025%
2/12/2026Kovack Advisors Inc.90,950$1.93M0.1%+371.2%0.094%
2/11/2026Gateway Wealth Partners LLC172,841$3.67M0.4%+15.5%0.180%
2/11/2026Janney Montgomery Scott LLC460,474$9.78M0.0%+19.4%0.478%
2/11/2026Omnitrust Wealth Management Inc39,120$831K1.1%N/A0.041%
2/11/2026LPL Financial LLC12,413,458$263.54M0.1%+41.6%12.897%
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2/11/2026OneAscent Financial Services LLC32,081$681K0.1%+14.9%0.033%
2/10/2026Calton & Associates Inc.38,419$816K0.1%+20.2%0.040%
2/10/2026Consolidated Capital Management LLC541,198$11.49M3.5%N/A0.562%
2/10/2026Impact Partnership Wealth LLC48,157$1.02M0.1%-1.8%0.050%
2/10/2026Acorn Wealth Advisors LLC145,546$3.09M0.9%+23.1%0.151%
2/10/2026Northwestern Mutual Wealth Management Co.1,389,242$29.49M0.0%+14,236.9%1.443%
2/10/2026IFG Advisory LLC58,677$1.25M0.1%+23.5%0.061%
2/9/2026Kingsview Wealth Management LLC184,050$3.91M0.1%+14.3%0.191%
2/9/2026Integrity Alliance LLC.23,925$508K0.0%+17.0%0.025%
2/9/2026Kestra Investment Management LLC18,443$392K0.0%+56.4%0.019%


FTCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 177 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 174 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 31,604,157 shares in the last 24 months. This purchase volume represents approximately $668.32M in transactions.

Of the 38 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 2,916,635 shares in the last 24 months. This volume of shares sold represents approximately $61.73M in transactions.


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This page (NYSEARCA:FTCB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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