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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$20.47 +0.05 (+0.24%)
As of 02:59 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
146
Total
Institutional Inflows
(last 12 months)
$547.47M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$62.67M
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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
9/2/2026 Citadel Advisors LLC110,137$2.30M0.0%-90.8%0.089%
8/23/2026 Ameritas Advisory Services LLC13,642$285K0.0%+33.1%0.011%
8/23/2026 Kintra Wealth LLC2,224,625$45.87M2.4%+124.3%1.792%
8/23/2026 Asset Allocation Strategies LLC64,284$1.34M0.2%+32.1%0.052%
8/22/2026 Compass Financial Management LLC1,268$26K0.0%N/A0.001%
8/22/2026 Aureum Wealth Management LLC259,086$5.40M3.3%+14.4%0.209%
8/22/2026 BAM Wealth Management LLC122,689$2.56M1.6%+42.4%0.099%
8/22/2026 Legacy Wealth Managment LLC ID13,567$283K0.1%+4.0%0.011%
8/22/2026 Concurrent Investment Advisors LLC409,143$8.53M0.1%+12.6%0.330%
8/21/2026 Coppell Advisory Solutions LLC117,703$25K0.0%N/A0.095%
8/21/2026 Acorn Wealth Advisors LLC208,786$4.35M1.0%+20.0%0.168%
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%
6/1/2026 Concorde 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%
5/18/2026 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%
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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%
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%
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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%
2/13/2026 Concorde 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%


FTCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 180 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 Kintra Wealth LLC ($45.87M).Learn more on First Trust Core Investment Grade ETF's institutional investors.

Of the 176 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 25,884,027 shares in the last 24 months. This purchase volume represents approximately $547.47M in transactions.

Of the 35 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: Citadel Advisors LLC ($1.10M), McCarthy & Cox ($919.98K), 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 2,974,039 shares in the last 24 months. This volume of shares sold represents approximately $62.67M in transactions.



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 9/2/2026. New 13F filings are added each quarter as they're published.
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