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First Trust Core Investment Grade ETF (FTCB) Institutional Ownership

$20.76 -0.09 (-0.43%)
As of 04/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$252.72M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$377.76K
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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
4/17/2025 Janney Montgomery Scott LLC280,289$5.88M0.0%N/A0.697%
4/17/2025 Cyndeo Wealth Partners LLC923,275$19.38M1.3%+7.7%2.297%
4/17/2025 Keystone Wealth Services LLC28,478$598K0.2%N/A0.071%
4/15/2025 GPS Wealth Strategies Group LLC37,421$785K0.1%-4.5%0.093%
4/15/2025 Simplicity Wealth LLC10,479$220K0.0%N/A0.026%
4/14/2025 Park Avenue Securities LLC116,647$2.45M0.0%+29.2%0.290%
4/14/2025 Miracle Mile Advisors LLC40,800$856K0.0%N/A0.101%
4/10/2025 Iams Wealth Management LLC129,437$2.72M1.2%N/A0.322%
4/9/2025 RFG Advisory LLC30,905$649K0.0%N/A0.094%
4/9/2025 HBW Advisory Services LLC305,002$6.40M0.9%+35.9%0.923%
4/8/2025 Private Client Services LLC17,758$373K0.2%N/A0.054%
2/17/2025Cetera Investment Advisers443,021$9.15M0.0%N/A59.069%
2/17/2025Citadel Advisors LLC66,385$1.37M0.0%+73.3%8.851%
2/17/2025Benjamin Edwards Inc.130,558$2.70M0.0%+224.9%17.408%
2/14/2025Jane Street Group LLC325,001$6.71M0.0%+2,459.5%43.333%
2/14/2025Comerica Bank10,726$221K0.0%N/A1.430%
2/14/2025Topsail Wealth Management LLC5,335$110K0.0%N/A0.711%
2/14/2025First Trust Advisors LP532,647$11.00M0.0%N/A71.019%
2/14/2025GeoWealth Management LLC19,821$409K0.0%N/A2.643%
2/14/2025Concourse Financial Group Securities Inc.25,311$523K0.0%N/A3.375%
2/13/2025Stenger Family Office LLC117,183$2.21M0.8%N/A15.624%
2/13/2025Faithward Advisors LLC15,763$326K0.1%+10.5%2.102%
2/13/2025Envestnet Asset Management Inc.1,790,140$36.97M0.0%N/A238.685%
2/12/2025OneAscent Financial Services LLC11,733$242K0.0%N/A1.564%
2/12/2025Orion Portfolio Solutions LLC184,739$3.82M0.0%N/A24.632%
2/11/2025LPL Financial LLC2,151,825$44.44M0.0%N/A286.909%
2/10/2025Harbour Investments Inc.168,346$3.48M0.1%+22.0%22.446%
2/10/2025Envestnet Portfolio Solutions Inc.188,153$3.89M0.0%N/A25.087%
2/10/2025Commonwealth Equity Services LLC333,943$6.90M0.0%+6.7%44.526%
2/10/2025Avantax Advisory Services Inc.60,278$1.25M0.0%+122.3%8.037%
2/6/2025Vestmark Advisory Solutions Inc.34,146$705K0.0%N/A4.553%
2/6/2025LVZ Inc.2,753,129$56.85M7.3%N/A367.083%
2/6/2025Atria Investments Inc60,878$1.26M0.0%N/A8.117%
2/6/2025Assetmark Inc.267,578$5.53M0.0%N/A35.677%
2/5/2025Maia Wealth LLC35,473$734K0.2%+12.9%4.730%
2/4/2025Bank of New York Mellon Corp221,955$4.58M0.0%N/A29.594%
2/4/2025Acorn Wealth Advisors LLC75,607$1.56M0.6%N/A10.081%
1/31/2025Global Retirement Partners LLC1,745$36K0.0%N/A0.233%
1/31/2025Kestra Investment Management LLC8,979$185K0.0%N/A1.197%
1/31/2025Atria Wealth Solutions Inc.90,036$1.86M0.0%N/A12.005%
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1/31/2025Truist Financial Corp54,939$1.13M0.0%+306.5%7.325%
1/31/2025Sanctuary Advisors LLC123,803$2.56M0.0%+59.3%16.507%
1/31/2025Philip James Wealth Mangement LLC256,511$5.30M0.7%N/A34.201%
1/30/2025Principal Securities Inc.9,174$189K0.0%N/A1.223%
1/27/2025Centennial Wealth Advisory LLC92,434$1.91M0.7%+230.2%12.325%
1/24/2025 GPS Wealth Strategies Group LLC39,199$809K0.1%+1.3%5.227%
1/23/2025Hantz Financial Services Inc.2,102$43K0.0%N/A0.280%
1/22/2025Perigon Wealth Management LLC39,721$821K0.0%N/A5.296%
1/21/2025 Cyndeo Wealth Partners LLC857,421$17.71M1.2%N/A114.322%
1/21/2025Geneos Wealth Management Inc.2,468$51K0.0%N/A0.329%
1/21/2025Impact Partnership Wealth LLC21,895$452K0.1%N/A2.919%
1/17/2025Raleigh Capital Management Inc.4,517$93K0.0%N/A0.602%
1/14/2025 Park Avenue Securities LLC90,265$1.86M0.0%N/A12.035%
1/10/2025 HBW Advisory Services LLC224,480$4.64M0.7%+7.5%29.931%
11/25/2024Sanctuary Advisors LLC77,717$1.61M0.0%N/A10.362%
11/15/2024Jane Street Group LLC12,698$275K0.0%-41.8%1.693%
11/15/2024Benjamin Edwards Inc.40,181$869K0.0%N/A5.357%
11/7/2024Thrivent Financial for Lutherans11,813$255K0.0%N/A1.575%
11/6/2024OneDigital Investment Advisors LLC41,183$891K0.0%-6.6%5.491%
11/5/2024Harbour Investments Inc.137,945$2.98M0.1%+55.9%18.393%
10/30/2024Centennial Wealth Advisory LLC27,991$605K0.2%N/A3.732%
10/30/2024Maia Wealth LLC31,429$660K0.2%+8.1%4.191%
10/17/2024Onyx Bridge Wealth Group LLC21,350$462K0.1%+12.4%2.847%
10/4/2024 HBW Advisory Services LLC208,762$4.52M0.7%N/A27.835%
8/13/2024Benjamin F. Edwards & Company Inc.25,801$535K0.0%+107.1%3.440%
7/26/2024Harbour Investments Inc.88,511$1.83M0.1%-4.2%11.801%
7/26/2024Cambridge Investment Research Advisors Inc.216,031$4.47M0.0%+2.3%28.804%
7/22/2024Onyx Bridge Wealth Group LLC18,996$393K0.1%+5.3%2.533%
7/16/2024Maia Wealth LLC29,067$611K0.2%N/A3.876%
7/11/2024 Clarus Wealth Advisors17,815$372K0.2%+4.1%2.375%
4/29/2024Benjamin F. Edwards & Company Inc.12,456$260K0.0%N/A1.661%
4/29/2024Onyx Bridge Wealth Group LLC18,043$366K0.1%+13.5%2.406%
4/25/2024Triumph Capital Management38,964$809K0.3%N/A5.195%
4/25/2024Cambridge Investment Research Advisors Inc.211,275$4.42M0.0%+2.0%28.170%
4/11/2024 Clarus Wealth Advisors17,111$351K0.2%N/A0.000%
2/9/2024Cambridge Investment Research Advisors Inc.207,096$4.39M0.0%N/A0.000%
2/8/2024Mizuho Securities USA LLC90,000$1.91M0.0%N/A0.000%
(Data available from 1/1/2016 forward)

FTCB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FTCB shares?

During the previous two years, 58 institutional investors and hedge funds held shares of First Trust Core Investment Grade ETF. The most heavily invested institutionals were LVZ Inc. ($56.85M), LPL Financial LLC ($44.44M), Envestnet Asset Management Inc. ($36.97M), Cyndeo Wealth Partners LLC ($19.38M), First Trust Advisors LP ($11.00M), Cetera Investment Advisers ($9.15M), and Commonwealth Equity Services LLC ($6.90M).Learn more on FTCB's institutional investors.

Which institutional investors have been buying First Trust Core Investment Grade ETF stock?

Of the 57 institutional investors that purchased First Trust Core Investment Grade ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LVZ Inc. ($2.75M), LPL Financial LLC ($2.15M), Envestnet Asset Management Inc. ($1.79M), Cyndeo Wealth Partners LLC ($923.28K), First Trust Advisors LP ($532.65K), Cetera Investment Advisers ($443.02K), and Jane Street Group LLC ($312.30K).

How much institutional buying is happening at First Trust Core Investment Grade ETF?

Institutional investors have bought a total of 12,519,968 shares in the last 24 months. This purchase volume represents approximately $259.37M in transactions.

Which First Trust Core Investment Grade ETF major shareholders have been selling company stock?

The following institutional investors have sold First Trust Core Investment Grade ETF stock in the last 24 months: Jane Street Group LLC ($9.14K), Harbour Investments Inc. ($3.85K), OneDigital Investment Advisors LLC ($2.91K), and GPS Wealth Strategies Group LLC ($1.78K).

How much institutional selling is happening at First Trust Core Investment Grade ETF?

Institutional investors have sold a total of 17,681 shares in the last 24 months. This volume of shares sold represents approximately $377.76K in transactions.



This page (NYSEARCA:FTCB) was last updated on 4/20/2025 by MarketBeat.com Staff
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