First Trust Core Investment Grade is an exchange-traded fund on ARCA. As of Q3 2025, 137 institutional investors hold shares in this ETF, with total holdings valued at $1.1B. LPL Financial LLC is the largest holder with a position valued at $186.8M.
Overview of institutional ownership in FTCB as of Q3 2025
Institutions with the largest positions in FTCB as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $186.8M 0.05% of portfolio |
MORGAN STANLEY RIA/Wealth | $113.6M 0.01% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $73.2M 0.02% of portfolio |
LVZ Advisors, Inc. RIA/Wealth | $65.5M 7.54% of portfolio |
L Long Run Wealth Advisors, LLC RIA/Wealth | $46.2M 9.07% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $44.8M 0.04% of portfolio |
Cetera Investment Advisers RIA/Wealth | $37.6M 0.04% of portfolio |
Kestra Advisory Services, LLC RIA/Wealth | $34.2M 0.16% of portfolio |
Seascape Capital Management RIA/Wealth | $28.3M 9.14% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $27.9M 0.18% of portfolio |
Institutional buying and selling activity for FTCB in Q3 2025
| Institution | Net Bought |
|---|---|
L LPL Financial LLC Institution | +$38.1M +1.8M shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$30.0M +1.4M shares |
First Heartland Consultants, Inc. RIA/Wealth | +$10.8M +508.2K shares |
HARBOUR INVESTMENTS, INC. RIA/Wealth | +$8.7M +406.8K shares |
Cetera Investment Advisers RIA/Wealth | +$6.4M +299.3K shares |
A AIFG Consultants Ltd. Institution | +$5.8M +274.5K shares |
Private Advisor Group, LLC RIA/Wealth | +$5.3M +247.7K shares |
MORGAN STANLEY RIA/Wealth | +$5.2M +242.1K shares |
+$4.7M +221.0K shares | |
Kestra Advisory Services, LLC RIA/Wealth | +$4.1M +193.4K shares |
| Institution | Net Sold |
|---|---|
Mach-1 Financial Group, Inc. RIA/Wealth | −$11.2M −531.8K shares |
SRS Capital Advisors, Inc. RIA/Wealth | −$9.6M −456.0K shares |
Kingsview Wealth Management, LLC RIA/Wealth | −$6.2M −290.2K shares |
SMART Wealth LLC RIA/Wealth | −$4.4M −211.3K shares |
Visionary Wealth Advisors RIA/Wealth | −$4.1M −196.7K shares |
J JANE STREET GROUP, LLC Institution | −$2.1M −97.8K shares |
GOLDMAN SACHS GROUP INC Institution | −$1.8M −83.8K shares |
INTL FCSTONE INC. Institution | −$783.7K −36.8K shares |
P PKS Advisory Services, LLC RIA/Wealth | −$687.2K −32.2K shares |
F FLOW TRADERS U.S. LLC Institution | −$505.2K −24.0K shares |
Institutions that initiated new positions or completely exited FTCB in Q3 2025
| Institution | Position Value |
|---|---|
A AIFG Consultants Ltd. Institution | $5.8M 274.5K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $3.7M 172.2K shares |
Summit Financial, LLC RIA/Wealth | $2.8M 129.5K shares |
G GENTRY PRIVATE WEALTH, LLC RIA/Wealth | $663.7K 31.1K shares |
Ausdal Financial Partners, Inc. RIA/Wealth | $528.9K 24.8K shares |
Signal Advisors Wealth, LLC RIA/Wealth | $466.9K 21.9K shares |
Kovack Advisors, Inc. RIA/Wealth | $411.3K 19.3K shares |
Farther Finance Advisors, LLC RIA/Wealth | $353.0K 16.6K shares |
Savvy Advisors, Inc. RIA/Wealth | $330.9K 15.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $284.1K 13.3K shares |
| Institution | Previous Position |
|---|---|
Mach-1 Financial Group, Inc. RIA/Wealth | $11.2M 531.8K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $9.6M 456.0K shares |
SMART Wealth LLC RIA/Wealth | $4.4M 211.3K shares |
Visionary Wealth Advisors RIA/Wealth | $4.1M 196.7K shares |
F FLOW TRADERS U.S. LLC Institution | $505.2K 24.0K shares |
Traction Financial Partners, LLC RIA/Wealth | $412.5K 19.6K shares |
UBS Group AG Institution | $55.6K 2.6K shares |
BANK OF AMERICA CORP /DE/ Institution | $11.8K 558.0 shares |
Transce3nd, LLC RIA/Wealth | $5.9K 281.0 shares |
Institutions with the largest Call and Put options positions in FTCB as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with FTCB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
A AIFG Consultants Ltd. Institution | 10.44% $5.8M |
Seascape Capital Management RIA/Wealth | 9.14% $28.3M |
L Long Run Wealth Advisors, LLC RIA/Wealth | 9.07% $46.2M |
McCarthy & Cox RIA/Wealth | 8.16% $19.9M |
LVZ Advisors, Inc. RIA/Wealth | 7.54% $65.5M |
Centennial Wealth Advisory LLC RIA/Wealth | 3.25% $11.7M |
FSB PREMIER WEALTH MANAGEMENT, INC. RIA/Wealth | 1.83% $5.6M |
IAMS WEALTH MANAGEMENT, LLC RIA/Wealth | 1.26% $3.1M |
C Cyndeo Wealth Partners, LLC RIA/Wealth | 1.11% $19.9M |
Nova Wealth Management, Inc. RIA/Wealth | 1.07% $1.5M |
Discover hedge funds investing in FTCB

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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