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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$20.59 -0.03 (-0.15%)
As of 12:04 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)
148
Total
Institutional Inflows
(last 12 months)
$531.11M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$53.20M
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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
8/12/2026 Compass Financial Management LLC1,268$26K0.0%N/A0.001%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors395,051$8.24M0.9%+307.0%0.324%
7/9/2026 Ferguson Shapiro LLC129,362$2.70M0.8%-23.4%0.106%
7/8/2026 First Heartland Consultants Inc.991,947$20.69M1.3%+3.4%0.813%
7/8/2026 TrueWealth Advisors LLC17,481$365K0.1%+4.0%0.014%
7/7/2026 Dynamic Advisor Solutions LLC436,038$9.09M0.3%-15.1%0.359%
7/7/2026 Avior Wealth Management LLC197,652$4.12M0.1%-26.5%0.163%
7/6/2026 Private Client Services LLC37,716$787K0.2%+3.7%0.031%
6/8/2026 Pine Valley Investments Ltd Liability Co1,159,598$24.31M1.1%+8.7%1.029%
6/3/2026 NewEdge Advisors LLC739,203$15.49M0.1%+233.9%0.656%
6/1/2026Concorde Asset Management LLC58,703$1.23M0.6%-22.7%0.052%
5/19/2026 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%
5/18/2026Royal 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%
5/7/2026Legacy 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%
5/5/2026Sanctuary 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%
4/27/2026World 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%
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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%
4/23/2026Asset 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%
4/21/2026Sequent 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%
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%
3/17/2026Rockefeller Capital Management L.P.1,386$29K0.0%N/A0.001%
3/13/2026World Investment Advisors44,578$946K0.0%N/A0.046%
2/18/2026 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%
2/18/2026OLD 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%
2/18/2026IHT 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%
2/17/2026Hilltop Holdings Inc.16,952$360K0.0%+17.3%0.018%
2/17/2026Equitable Holdings Inc.566,518$12.03M0.1%+15.6%0.589%
2/17/2026 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%
2/17/2026Osaic 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%
2/17/2026Royal 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%
2/16/2026Mariner 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%
2/13/2026Morgan 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%
2/13/2026Ausdal 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%
2/13/2026Asset 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%
2/12/2026Orion 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%
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2/12/2026 Elevation Point Wealth Partners LLC9,568$203K0.0%N/A0.010%
2/12/2026Betterment 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%
2/11/2026Omnitrust 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%


FTCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 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 25,091,966 shares in the last 24 months. This purchase volume represents approximately $531.11M in transactions.

Of the 36 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), OLD Mission Capital LLC ($127.69K), Sigma Planning Corp ($84.56K), Dynamic Advisor Solutions LLC ($77.69K), and Avior Wealth Management LLC ($71.15K).

Institutional investors have sold a total of 2,513,343 shares in the last 24 months. This volume of shares sold represents approximately $53.20M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FTCB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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