Who Owns FTCB?

First Trust Core Investment Grade ETF — Institutional Ownership & 13F Holdings

$20.98

-0.04 (-0.21%)

Market Cap

$2.2B

Shares Outstanding

110,555,575

Institutional Holders

95

Total Inst. Value

$422.4M

% of Float Held

QoQ Holder Change

+86

Institutional data as of Q1 2025

New Positions

45

Closed Positions

5

Increased

39

Decreased

6

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1MORGAN STANLEY$91.8M4,374,709
2LVZ, Inc.$63.3M3,016,525
3Seascape Capital ManagementNew$22.7M1,082,181
4Cetera Investment Advisers$21.7M1,035,640
5Cyndeo Wealth Partners, LLC$19.4M923,275
6N.E.W. Advisory Services LLCNew$14.6M696,398
7STIFEL FINANCIAL CORPNew$14.3M681,344
8HARBOUR INVESTMENTS, INC.$14.3M679,776
9Prospera Financial Services Inc$13.4M638,715
10FIRST TRUST ADVISORS LP$13.2M626,717

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
MORGAN STANLEY+1.1M$91.8M
LVZ, Inc.+263K$63.3M
Seascape Capital ManagementNew+1.1M$22.7M
Cetera Investment Advisers+593K$21.7M
Cyndeo Wealth Partners, LLC+66K$19.4M

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Frequently Asked Questions

How many institutional investors hold FTCB?

As of Q1 2025, 95 institutional investors report holding FTCB (First Trust Core Investment Grade ETF) in their 13F filings.

Which hedge fund owns the most FTCB?

The largest institutional holder of FTCB is MORGAN STANLEY with $91.8M in shares.

Are institutions buying or selling FTCB?

This quarter, 45 institutions opened new positions in FTCB and 5 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.