FT Core Investment Grade ETFFTCBETF

13F holders, Q1 2025 (March 31)
102holders +39
47new positions
4sold out
1famous investor
$21.06avg. 13F price*

At the end of Q1 2025, 102 institutions reported holding FT Core Investment Grade ETF (FTCB) in their 13F filings, up 39 from Q4 2024. 47 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($91.8M), LPL Financial LLC ($79.5M) and LVZ, Inc. ($63.3M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions47$200.3M
Exits4$431K

All 13F filers, Q4 2024 → Q1 2025: 16,478,703 shares bought and 350,638 shares sold, net +16,128,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 102 holders

Morgan Stanley 0.01% Add +33.7% 4,374,709 $91.8M
LPL Financial LLC 0.03% Add +76.0% 3,786,283 $79.5M
LVZ, Inc. 8.31% Add +9.6% 3,016,525 $63.3M
Envestnet Asset Management Inc. 0.02% Add +43.7% 2,571,810 $54.0M
Kestra Advisory Services, LLC 0.14% Add +82.3% 1,352,171 $28.4M
Stephens Inc. 0.39% New 1,261,287 $26.5M
Seascape Capital Management 7.92% New 1,082,181 $22.7M
Cetera Investment Advisers 0.04% Add +133.8% 1,035,640 $21.7M
Pine Valley Investments Ltd Liability Co 1.39% New 1,028,242 $21.6M
Cyndeo Wealth Partners, LLC 1.27% Add +7.7% 923,275 $19.4M
&partners 0.16% New 605,827 $15.0M
N.E.W. Advisory Services LLC 1.12% New 696,398 $14.6M
Stifel Financial Corp. 0.02% New 681,344 $14.3M
Harbour Investments, Inc. 0.41% Add +303.8% 679,776 $14.3M
Prospera Financial Services Inc 0.31% Add +10.9% 638,715 $13.4M
First Trust Advisors LP 0.01% Add +17.7% 626,717 $13.2M
Private Advisor Group, LLC 0.07% New 549,372 $11.5M
Cambridge Investment Research Advisors, Inc. 0.04% Add +26.4% 505,367 $10.6M
Mach-1 Financial Group, LLC 2.96% New 469,603 $9.9M
Osaic Holdings, Inc. 0.02% Add +490.9% 374,510 $7.9M
Kingsview Wealth Management, LLC 0.14% New 362,440 $7.6M
Assetmark, Inc. 0.02% Add +33.5% 357,086 $7.5M
Commonwealth Equity Services, LLC 0.01% Add +2.5% 342,130 $7.2M
Arax Advisory Partners 0.42% New 310,391 $6.5M
HBW Advisory Services LLC 0.91% Add +35.9% 305,002 $6.4M
Sigma Planning Corp 0.20% New 301,512 $6.3M
Philip James Wealth Mangement, LLC 0.80% Add +16.8% 299,553 $6.3M
Benjamin Edwards Inc. 0.08% Add +118.9% 285,756 $6.0M
Janney Montgomery Scott LLC 0.02% New 280,289 $5.9M
Bank of New York Mellon Corp 0.00% Add +24.3% 275,961 $5.8M
Royal Bank of Canada 0.00% New 245,275 $5.1M
Orion Porfolio Solutions, LLC 0.05% Add +29.7% 239,588 $5.0M
Orion Portfolio Solutions, LLC 0.05% Add +29.7% 239,588 $5.0M
Envestnet Portfolio Solutions, Inc. 0.02% Add +23.1% 231,633 $4.9M
IHT Wealth Management, LLC 0.14% New 209,937 $4.4M
AE Wealth Management LLC 0.04% Add +11.4% 204,473 $4.3M
Visionary Wealth Advisors 0.24% New 190,104 $4.0M
FSB Premier Wealth Management, Inc. 1.38% New 168,946 $3.5M
Centennial Wealth Advisory LLC 1.22% Add +72.7% 159,639 $3.4M
Sanctuary Advisors, LLC 0.02% Add +18.7% 146,951 $3.1M
NewEdge Advisors, LLC 0.02% New 138,939 $2.9M
Iams Wealth Management, LLC 1.24% New 129,437 $2.7M
Park Avenue Securities LLC 0.03% Add +29.2% 116,647 $2.4M
Atria Wealth Solutions, Inc. 0.03% Add +25.7% 113,195 $2.4M
Jane Street Group, LLC 0.00% Reduce -72.3% 89,889 $1.9M
Virtue Capital Management, LLC 0.21% New 85,832 $1.8M
Coppell Advisory Solutions LLC 0.24% New 82,304 $1.7M
Atria Investments, Inc 0.02% Add +33.7% 81,398 $1.7M
Acorn Wealth Advisors, LLC 0.71% Add +7.5% 81,284 $1.7M
Core Wealth Partners LLC 0.94% New 77,326 $1.6M
Snowden Capital Advisors LLC 0.04% New 65,098 $1.4M
Avantax Advisory Services, Inc. 0.01% Reduce -2.3% 58,924 $1.2M
Perigon Wealth Management, LLC 0.03% Add +37.5% 54,625 $1.1M
NewEdge Wealth, LLC 0.02% New 50,829 $1.1M
Maia Wealth LLC 0.23% Add +41.0% 50,010 $1.0M
Composition Wealth, LLC 0.02% New 40,800 $856K
Susquehanna International Group, LLP 0.00% Add +237.9% 38,950 $818K
GPS Wealth Strategies Group, LLC 0.11% Reduce -4.5% 37,421 $785K
Vestmark Advisory Solutions, Inc. 0.02% Add +5.7% 36,075 $757K
Nova Wealth Management, Inc. 0.63% New 34,971 $734K
Impact Partnership Wealth, LLC 0.16% Add +58.4% 34,671 $728K
MML Investors Services, LLC 0.00% Add +79.0% 33,294 $699K
Pinnacle Family Advisors, LLC 0.35% New 30,947 $650K
RFG Advisory, LLC 0.02% New 30,905 $649K
Keystone Wealth Services, LLC 0.16% New 28,478 $598K
IFP Advisors, Inc 0.02% Add +3299.4% 27,399 $575K
GeoWealth Management, LLC 0.02% Add +32.9% 26,342 $553K
Moloney Securities Asset Management, LLC 0.07% New 22,957 $482K
Apollon Wealth Management, LLC 0.01% New 20,729 $435K
Onyx Bridge Wealth Group LLC 0.06% Reduce -1.9% 20,565 $432K
Faithward Advisors, LLC 0.07% Add +28.2% 20,204 $424K
OneAscent Financial Services LLC 0.03% Add +65.6% 19,434 $408K
BlueChip Wealth Advisors LLC 0.19% New 18,874 $396K
Flow Traders U.S. LLC 0.02% New 18,526 $389K
Truist Financial Corp. 0.00% Reduce -67.5% 17,883 $375K
Private Client Services, LLC 0.18% New 17,758 $373K
Comerica Bank 0.00% Add +45.3% 15,584 $327K
Integrity Alliance, Llc. 0.01% New 13,881 $291K
Synergy Investment Management, LLC 0.12% New 13,667 $287K
Hilltop Holdings Inc. 0.02% Add +23.5% 13,328 $280K
Strategic Blueprint, LLC 0.01% New 12,742 $267K
Citadel Advisors 0.00% Reduce -81.0% 12,579 $264K
Thrivent Financial for Lutherans 0.00% No change 11,873 $249K
Kestra Investment Management, LLC 0.00% Add +18.3% 10,622 $223K
Simplicity Wealth,LLC 0.02% New 10,479 $220K
Concorde Asset Management, LLC 0.12% New 10,464 $218K
ABLE Financial Group, LLC 0.06% New 10,020 $210K
Principal Securities, Inc. 0.00% No change 9,174 $189K
Private Trust Co. NA 0.01% New 6,111 $128K
Raleigh Capital Management Inc. 0.06% Add +30.5% 5,894 $124K
Topsail Wealth Management, LLC 0.02% No change 5,335 $112K
Cwm, LLC 0.00% No change 5,213 $109K
Spire Wealth Management 0.00% New 4,634 $97K
Rossby Financial, LCC 0.04% New 4,455 $93K
Tucker Asset Management LLC 0.02% New 3,420 $72K
Quest 10 Wealth Builders, Inc. 0.06% Add +22.7% 2,605 $55K
Geneos Wealth Management Inc. 0.00% No change 2,468 $52K
Ascentis Wealth Management, LLC 0.01% New 1,178 $25K
American National Bank & Trust 0.00% New 383 $8K
Transce3nd, LLC 0.00% Add +9.8% 281 $6K
JPMorgan Chase & Co. 0.00% New 123 $3K
Bank of America Corp. 0.00% New 81 $2K

"% 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.