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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$19.85 +0.03 (+0.15%)
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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)
150
Total
Institutional Inflows
(last 12 months)
$577.55M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$64.65M
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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
10/13/2026Avior Wealth Management LLC189,424$3.74M0.1%N/A0.140%
10/13/2026Consolidated Capital Management LLC800,764$15.81M4.4%+1.7%0.592%
10/10/2026Gilpin Wealth Management LLC65,182$1.29M0.9%+18.8%0.048%
10/9/2026GK Wealth Management LLC4,318$85K0.0%N/A0.003%
10/9/2026First Heartland Consultants Inc.830,038$16.39M1.1%N/A0.614%
10/8/2026Farther Finance Advisors LLC195,697$3.86M0.0%-5.1%0.145%
10/8/2026Titleist Asset Management LLC53,809$1.06M0.1%N/A0.040%
10/5/2026Adelphi Trust Co11,123$220K0.1%N/A0.008%
10/2/2026 Private Client Services LLC46,550$919K0.3%N/A0.035%
9/23/2026Envestnet Portfolio Solutions Inc.145,410$3.03M0.0%+6.8%0.117%
9/23/2026Envestnet Asset Management Inc.5,042,795$105.17M0.0%-1.8%4.062%
9/9/2026Bouchey Financial Group Ltd.2,928,857$61.08M3.9%+55.1%2.359%
9/9/2026Integrated Wealth Concepts LLC206,711$4.31M0.0%-1.9%0.167%
9/9/2026RFG Advisory LLC125,602$2.62M0.0%+103.4%0.101%
9/9/2026NewEdge Advisors LLC865,944$18.06M0.1%+17.1%0.697%
9/9/2026IFP Advisors Inc332,441$6.93M0.1%+5.3%0.268%
9/2/2026Citadel Advisors LLC110,137$2.30M0.0%-90.8%0.089%
8/23/2026Ameritas Advisory Services LLC13,642$285K0.0%+33.1%0.011%
8/23/2026Kintra Wealth LLC2,224,625$45.87M2.4%+124.3%1.792%
8/23/2026Asset Allocation Strategies LLC64,284$1.34M0.2%+32.1%0.052%
8/22/2026Compass Financial Management LLC1,268$26K0.0%N/A0.001%
8/22/2026Aureum Wealth Management LLC259,086$5.40M3.3%+14.4%0.209%
8/22/2026BAM Wealth Management LLC122,689$2.56M1.6%+42.4%0.099%
8/22/2026Legacy Wealth Managment LLC ID13,567$283K0.1%+4.0%0.011%
8/22/2026Concurrent Investment Advisors LLC409,143$8.53M0.1%+12.6%0.330%
8/21/2026Coppell Advisory Solutions LLC117,703$25K0.0%N/A0.095%
8/21/2026Acorn Wealth Advisors LLC208,786$4.35M1.0%+20.0%0.168%
8/12/2026Compass Financial Management LLC1,268$26K0.0%N/A0.001%
7/10/2026Bay Colony Advisory Group Inc d b a Bay Colony Advisors395,051$8.24M0.9%+307.0%0.324%
7/9/2026Ferguson Shapiro LLC129,362$2.70M0.8%-23.4%0.106%
7/8/2026First Heartland Consultants Inc.991,947$20.69M1.3%+3.4%0.813%
7/8/2026TrueWealth Advisors LLC17,481$365K0.1%+4.0%0.014%
7/7/2026Dynamic Advisor Solutions LLC436,038$9.09M0.3%-15.1%0.359%
7/7/2026Avior 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%
6/8/2026Pine 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%
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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%
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%
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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%


FTCB Institutional Ownership - Frequently Asked Questions

During the previous two years, 185 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. ($105.17M), LVZ Inc. ($67.92M), Bouchey Financial Group Ltd. ($61.08M), Cetera Investment Advisers ($57.66M), and Long Run Wealth Advisors LLC ($47.38M).Learn more on First Trust Core Investment Grade ETF's institutional investors.

Of the 182 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 27,399,593 shares in the last 24 months. This purchase volume represents approximately $577.55M 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: Citadel Advisors LLC ($1.10M), McCarthy & Cox ($919.98K), Kingsview Wealth Management LLC ($290.20K), OLD Mission Capital LLC ($127.69K), Envestnet Asset Management Inc. ($90.21K), Sigma Planning Corp ($84.56K), and Dynamic Advisor Solutions LLC ($77.69K).

Institutional investors have sold a total of 3,069,847 shares in the last 24 months. This volume of shares sold represents approximately $64.65M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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