FT Core Investment Grade ETFFTCBETF

13F holders, Q4 2024 (December 31)
63holders +39
38new positions
6sold out
1famous investor
$20.64avg. 13F price*

At the end of Q4 2024, 63 institutions reported holding FT Core Investment Grade ETF (FTCB) in their 13F filings, up 39 from Q3 2024. 38 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($67.6M), LVZ, Inc. ($56.9M) and LPL Financial LLC ($44.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
FT Core Investment Grade ETF
Filed as
FIRST TR EXCHANGE-TRADED FD (Q4 2024)
CUSIP
33738D788
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 13Q1 2024Q2 2024: 16Q2 2024Q3 2024: 24Q3 2024Q4 2024: 63Q4 2024Q1 2025: 102Q1 2025Q2 2025: 128Q2 2025Q3 2025: 144Q3 2025Q4 2025: 173Q4 2025Q1 2026: 192Q1 2026Q2 2026: 193Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions38$312.6M
Exits6$5.3M

All 13F filers, Q3 2024 → Q4 2024: 16,086,268 shares bought and 247,233 shares sold, net +15,839,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

Morgan Stanley 0.00% New 3,271,631 $67.6M
LVZ, Inc. 7.29% New 2,753,129 $56.9M
LPL Financial LLC 0.02% New 2,151,825 $44.4M
Envestnet Asset Management Inc. 0.01% New 1,790,140 $37.0M
Cyndeo Wealth Partners, LLC 1.20% New 857,421 $17.7M
Kestra Advisory Services, LLC 0.08% New 741,859 $15.3M
Prospera Financial Services Inc 0.28% New 576,054 $11.9M
First Trust Advisors LP 0.01% New 532,647 $11.0M
Cetera Investment Advisers 0.02% New 443,021 $9.1M
Cambridge Investment Research Advisors, Inc. 0.03% Add +83.2% 399,938 $8.3M
Commonwealth Equity Services, LLC 0.01% Add +6.7% 333,943 $6.9M
Jane Street Group, LLC 0.01% Add +2459.5% 325,001 $6.7M
Assetmark, Inc. 0.01% New 267,578 $5.5M
Philip James Wealth Mangement, LLC 0.71% New 256,511 $5.3M
HBW Advisory Services LLC 0.48% Add +7.5% 224,480 $4.6M
Bank of New York Mellon Corp 0.00% New 221,955 $4.6M
Envestnet Portfolio Solutions, Inc. 0.01% New 188,153 $3.9M
Orion Porfolio Solutions, LLC 0.04% New 184,739 $3.8M
Orion Portfolio Solutions, LLC 0.04% New 184,739 $3.8M
AE Wealth Management LLC 0.03% New 183,541 $3.8M
Harbour Investments, Inc. 0.10% Add +22.0% 168,346 $3.5M
Benjamin Edwards Inc. 0.04% Add +224.9% 130,558 $2.7M
Sanctuary Advisors, LLC 0.02% Add +59.3% 123,803 $2.6M
Stenger Family Office, LLC 0.75% — 117,183 $2.2M
Centennial Wealth Advisory LLC 0.75% Add +230.2% 92,434 $1.9M
Park Avenue Securities LLC 0.02% New 90,265 $1.9M
Atria Wealth Solutions, Inc. 0.02% New 90,036 $1.9M
Acorn Wealth Advisors, LLC 0.64% New 75,607 $1.6M
Citadel Advisors 0.00% Add +73.3% 66,385 $1.4M
Osaic Holdings, Inc. 0.00% Add +597.9% 63,383 $1.3M
Atria Investments, Inc 0.02% New 60,878 $1.3M
Avantax Advisory Services, Inc. 0.01% Add +122.3% 60,278 $1.2M
Truist Financial Corp. 0.00% Add +306.5% 54,939 $1.1M
Perigon Wealth Management, LLC 0.02% New 39,721 $821K
GPS Wealth Strategies Group, LLC 0.10% Add +1.3% 39,199 $809K
Maia Wealth LLC 0.16% Add +12.9% 35,473 $734K
Vestmark Advisory Solutions, Inc. 0.02% New 34,146 $705K
Concourse Financial Group Securities, Inc. 0.03% Add +0.0% 25,311 $523K
Impact Partnership Wealth, LLC 0.09% New 21,895 $452K
Onyx Bridge Wealth Group LLC 0.06% Reduce -1.8% 20,963 $433K
GeoWealth Management, LLC 0.01% New 19,821 $409K
MML Investors Services, LLC 0.00% New 18,600 $384K
Clarus Wealth Advisors 0.18% Reduce -1.7% 17,295 $352K
Faithward Advisors, LLC 0.06% Add +10.5% 15,763 $326K
Thrivent Financial for Lutherans 0.00% Add +0.5% 11,873 $249K
OneAscent Financial Services LLC 0.02% New 11,733 $242K
Susquehanna International Group, LLP 0.00% New 11,526 $238K
Hilltop Holdings Inc. 0.01% New 10,794 $223K
Comerica Bank 0.00% New 10,726 $221K
Principal Securities, Inc. 0.00% New 9,174 $189K
Kestra Investment Management, LLC 0.01% New 8,979 $185K
Topsail Wealth Management, LLC 0.02% — 5,335 $110K
Cwm, LLC 0.00% New 5,213 $108K
Raleigh Capital Management Inc. 0.04% New 4,517 $93K
Geneos Wealth Management Inc. 0.00% New 2,468 $51K
Quest 10 Wealth Builders, Inc. 0.04% — 2,123 $44K
Hantz Financial Services, Inc. 0.00% New 2,102 $43K
Global Retirement Partners, LLC 0.00% New 1,745 $36K
FLP Wealth Management, LLC 0.09% — 1,697 $35K
IFP Advisors, Inc 0.00% New 806 $17K
Sugarloaf Wealth Management, LLC 0.00% New 387 $8K
Transce3nd, LLC 0.00% — 256 $5K
Capital A Wealth Management, LLC 0.00% — 40 $826

"% of holder's portfolio" is FTCB's weight in each manager's 13F, not the share of FT Core Investment Grade ETF the manager owns.