FTCB institutional holders

First Trust Core Investment Grade ETF · 201 reporting institutions · $1.9B reported value

Funds that can replace FTCB · FTCB return decomposition

Institutional holdings

Institutions reporting FTCB, largest first
InstitutionReported positionAdvisors at firmReport period
Lpl Financial LLC$356.2M23,4582026-06-30
Morgan Stanley$156.3M23,1852026-06-30
Envestnet Pmc$105.2M602026-06-30
Lvz, Inc.$67.6M162026-06-30
Cetera Investment Advisers$63.5M10,3702026-06-30
Bouchey Financial Group, Ltd.$61.1M112026-06-30
Harbour Investments, Inc.$59.9M2472026-06-30
Stifel Financial Corp$55.8M02026-06-30
Long Run Wealth Advisors, LLC$47.4M02025-12-31
Kintra Wealth, LLC$45.9M472026-06-30
Raymond James Financial Inc$45.2M02026-06-30
Stephens Inc /ar$41.8M2432026-06-30
Kestra Advisory Services, LLC$36.1M1,4792026-06-30
&partners$35.7M5552026-06-30
Royal Bank of Canada$32.1M02026-06-30
Osaic Holdings, Inc.$31.4M02026-06-30
Centennial Wealth Advisory LLC$29.6M102026-06-30
First Trust Advisors LP$29M6072026-06-30
Cyndeo Wealth Partners$25.8M202026-06-30
Benjamin Edwards Inc$25.8M02026-06-30
Pine Valley Investments Ltd Liability Co$25.1M332026-06-30
Private Advisor Group, LLC$23.6M9272026-06-30
First Heartland Consultants, Inc.$20.7M992026-06-30
Prospera Financial Services, Inc.$19.9M2702026-06-30
Wealth Intelligence, LLC$18.7M32026-06-30
Newedge Advisors$18.1M6012026-06-30
Commonwealth Equity Services, LLC$17.2M2,8632026-06-30
Elevation Point Wealth Partners, LLC$16.8M562026-06-30
Vestmark Advisory Solutions, Inc.$16.8M82026-06-30
California Capital Management$16.4M52026-06-30
Assetmark, Inc$15.5M2202026-06-30
Arax Advisory Partners$13.8M2322026-06-30
Equitable Holdings, Inc.$12.2M02026-06-30
Advanced Portfolio Strategies$11.5M92026-06-30
Mach-1 Financial Group, LLC$11.4M92026-06-30
Bank of New York Mellon Corp$10.9M02026-06-30
Summit Wealth Group LLC / Co$10.7M392026-06-30
Hbw Advisory Services LLC$10.6M682026-06-30
Mgo One Seven LLC$10.2M1182026-06-30
Dynamic$9.1M752026-06-30
Orion Porfolio Solutions, LLC$8.8M1992026-06-30
Sageguard Financial Group, LLC$8.7M142026-06-30
Concurrent Investment Advisors, LLC$8.5M3492026-06-30
Independent Financial Group, LLC$8.5M4812026-06-30
Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors$8.2M02026-06-30
Iams Wealth Management, LLC$8.2M532026-06-30
Fsb Premier Wealth Management, Inc.$8M102026-06-30
Integrated Wealth Concepts LLC$7.7M4802026-06-30
Iht Wealth Management LLC$7.5M1592026-06-30
Sigma Planning Corp$7.4M4742026-06-30
Wagner Wealth Management, Corp.$7.4M32026-06-30
Gateway Wealth Partners, LLC$7.2M1012026-06-30
Aifg Consultants Ltd.$7.1M72025-12-31
Ifp Advisors, Inc$6.9M3182026-06-30
Rockefeller Capital Management LP$6.5M3462026-06-30
Brendel Financial Advisors LLC$5.6M22026-06-30
Aureum Wealth Management, LLC$5.4M32026-06-30
Sanctuary Advisors, LLC$5.1M4012026-06-30
Snowden Capital Advisors LLC$5.1M1222026-06-30
Sun Financial Inc$5M32026-06-30
Kovack Advisors, Inc.$4.9M2582026-06-30
Kestra Private Wealth Services, LLC$4.9M2062026-06-30
Acorn Wealth Advisors, LLC$4.4M52026-06-30
Farther Finance Advisors, LLC$4.3M3342026-06-30
Avior Wealth Management, LLC$4.1M692026-06-30
Philip James Wealth Mangement, LLC$3.7M72026-06-30
Prime Capital Financial$3.6M2652026-06-30
Atria Investments, Inc$3.5M62026-06-30
Ashton Thomas Private Wealth, LLC$3.5M962026-06-30
Blackhawk Capital Partners, LLC$3.3M102026-06-30
Envestnet Portfolio Solutions, Inc.$3M32026-06-30
New Edge Wealth$3M1512026-06-30
Kingsview Wealth Management, LLC$2.9M1152026-06-30
Summit Financial, LLC$2.7M2292026-06-30
Ferguson Shapiro LLC$2.7M02026-06-30
Rfg Advisory, LLC$2.6M1912026-06-30
Bam Wealth Management LLC$2.6M82026-06-30
Arkadios Wealth Advisors$2.5M2262026-06-30
Spire Wealth Management$2.4M32026-06-30
MML Investors Services, LLC$2.3M5,1202026-06-30
Citadel Advisors LLC$2.3M02026-06-30
Goldman Sachs Group Inc$2.3M02026-06-30
Accurate Wealth Management, LLC$2.1M492026-06-30
Per Stirling Capital Management, Llc.$2.1M312026-06-30
Providence First Trust Co$2M02026-06-30
Perigon Wealth Management, LLC$1.9M922026-06-30
Global Retirement Partners LLC$1.9M4912026-06-30
Ae Wealth Management LLC$1.9M4712026-06-30
Composition Wealth, LLC$1.8M762026-06-30
Onedigital Investment Advisors LLC$1.8M3862026-06-30
Pinnacle Family Advisors, LLC$1.7M92026-06-30
Crux Wealth Advisors$1.7M92026-06-30
Altium Investment Strategies LLC$1.6M02026-06-30
Transcend Capital Advisors, LLC$1.6M02026-06-30
Ifg Advisory, LLC$1.6M1102026-06-30
Oneascent Wealth Management$1.6M122026-06-30
Pks Advisory Services, LLC$1.4M462026-06-30
Asset Allocation Strategies LLC$1.3M402026-06-30
Quadrature Capital Ltd$1.3M02026-06-30
Silver Grove Financial Group, Inc.$1.3M172026-06-30
Apollon Wealth Management, LLC$1.3M1512026-06-30
Ni Acquisitions Company, LLC$1.2M62026-06-30
Gilpin Wealth Management, LLC$1.1M42026-06-30
Brookstone Capital Management$1.1M3372026-06-30
World Investment Advisors$1M3592026-06-30
Medallion Wealth Advisors, LLC$1M62026-06-30
Americana Partners, LLC$999.6K532026-06-30
Impact Partnership Wealth, LLC$970.2K922026-06-30
Keystone Wealth Services, LLC$933.7K122026-06-30
Gentry Private Wealth, LLC$860.6K42026-06-30
Geowealth Management, LLC$846.6K02026-06-30
Calton & Associates, Inc.$809.2K1402026-06-30
Private Client Services, LLC$786.6K662026-06-30
Oneascent Financial Services LLC$780.7K852026-06-30
Silver Oak Securities, Incorporated$773.8K1172026-06-30
Omnitrust Wealth Management, Inc$773.4K02026-03-31
Oppenheimer & Co. Inc.$729.3K1,1662026-06-30
Novem Group$716.7K322026-06-30
Integrity Alliance, Llc.$669.4K3532026-06-30
Maia Wealth LLC$662.6K412026-06-30
Strategic Blueprint, LLC$640.7K552026-06-30
Faithward Advisors, LLC$622.5K182026-06-30
Mutual Advisors, LLC$601.2K1532026-06-30
Sequent Planning LLC$587.5K1002026-06-30
Savvy Advisors, Inc.$586K2142026-06-30
Bluechip Wealth Advisors LLC$570.4K62026-06-30
Tradewell Tax & Financial$556.9K42026-06-30
Tucker Asset Management LLC$545.7K602026-06-30
Hightower Advisors, LLC$541.9K1,0462026-06-30
Principal Securities, Inc.$522K1,4632026-06-30
Ausdal Financial Partners, Inc.$488K1892026-06-30
Kestra Investment Management, LLC$464.7K92026-06-30
Synergy Investment Management, LLC$461.1K192026-06-30
Rossby Financial, Lcc$433.8K312026-06-30
Truist Financial Corp$423.5K02026-06-30
Private Trust Co NA$383.3K02026-06-30
Harvest Investment Services, LLC$378K272026-06-30
Truewealth Advisors, LLC$364.6K142026-06-30
Simplicity Wealth, LLC$340.2K02026-06-30
McCarthy & Cox$338.3K82025-12-31
Onyx Bridge Wealth Group LLC$319.5K222026-06-30
Lasalle St. Investment Advisors, LLC$300.2K1612026-06-30
Ameritas Advisory Services, LLC$284.5K5502026-06-30
Legacy Wealth Managment, Llc/id$282.9K492026-06-30
Creativeone Wealth, LLC$278K2212026-06-30
Cullen/frost Bankers, Inc.$276.4K02026-06-30
Kkm Financial LLC$262.2K12026-06-30
The Ascent Group, LLC$250.5K202026-06-30
Gps Wealth Strategies Group, LLC$249.9K02025-12-31
Edgerock Capital LLC$239.2K122026-06-30
Keystone Financial Services$227.6K42026-06-30
Zacks Investment Management$221.7K832026-06-30
Worth Financial Advisory Group, LLC$206.7K72026-06-30
Able Financial Group, LLC$200.7K92026-06-30
Maridea Wealth Management$200.3K382026-06-30
Cwm, LLC$189.6K6672026-03-31
Raleigh Capital Management Inc.$164.4K132026-06-30
Fifth Third Bancorp$146.6K02026-06-30
Geneos Wealth Management, Inc.$134.3K1932026-06-30
Golden State Wealth Management, LLC$120.7K472026-06-30
Financial Network Wealth Advisors LLC$117.1K72026-06-30
Topsail Wealth Management, LLC$111.3K42026-06-30
Qube Research & Technologies Ltd$90.7K02026-06-30
Comerica Bank$80K02025-12-31
Quest 10 Wealth Builders, Inc.$74.5K32026-06-30
Signature Equity Partners, LLC$65.2K342026-06-30
Fiduciary Financial Advisors$61.5K512026-06-30
My Portfolio Guide, LLC$53.8K32026-03-31
Torren Management, LLC$43.6K42026-06-30
Whittier Trust Co of Nevada Inc$42.2K02026-06-30
Creative Financial Designs Inc /adv$37.2K02026-06-30
Lanark Financial, Inc.$32.6K692026-06-30
Cambridge Investment Research Advisors, Inc.$30.9K3,9402026-03-31
Seascape Capital Management$30.7K02026-06-30
Buck Wealth Strategies, LLC$30.6K502026-06-30
International Assets Investment Management, LLC$28.3K1222026-06-30
Compass Financial Management LLC$26.4K462026-06-30
Ascentis Wealth Management, LLC$26.1K82026-06-30
Janney Montgomery Scott LLC$24.1K1,3422026-06-30
Ameriflex Group, Inc.$23.7K2122026-06-30
Lfa - Lugano Financial Advisors SA$21.1K02026-06-30
Basepoint Wealth LLC$20.3K132026-06-30
Mpwm Advisory Solutions, LLC$18.9K152026-06-30
Jones Financial Companies LLLP$15K02026-06-30
Huntington National Bank$15K02026-06-30
Steward Partners Investment Advisory, LLC$11.5K4812026-06-30
O'Shaughnessy Asset Management, LLC$11.3K582026-06-30
Coppell Advisory Solutions LLC$9.2K762026-06-30
American National Bank & Trust$8K02026-06-30
Park Avenue Securities LLC$5.2K1,9082026-06-30
Evolution Wealth Management Inc.$3.5K32026-06-30
Lloyd Advisory Services, Llc.$3.2K72026-06-30
Capital Investment Advisory Services, LLC$2.6K1032026-06-30
Blue Trust, Inc.$2K02026-06-30
Flow Traders U.S. LLC$1.4K02026-06-30
Smartleaf Asset Management LLC$1.2K92026-06-30
Strive Financial Group , LLC$792112026-06-30
Betterment LLC$562282026-06-30
Bnp Paribas Financial Markets$31302026-06-30
Wells Fargo & Company/mn$2802026-06-30
Sbi Securities Co., Ltd.$2102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-12-31 to 2026-06-30