FTCB
First Trust Core Investment Grade ETF · Financial Services · Asset Management - Bonds
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.5% ·
aandelenstroom +2.8% ·
netto nieuwe posities -4.8%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 22 | -5 | 44.71M | $932.36M | +2 | −8 |
| Q1 2026 | 29 | +8 | 39.41M | $825.99M | +9 | −1 |
| Q4 2025 | 21 | -1 | 34.01M | $722.04M | n/a | −1 |
| Q3 2025 | 3 | 0 | 5.38M | $114.65M | n/a | n/a |
| Q2 2025 | 1 | 0 | 55.62K | $1.17M | n/a | n/a |
| Q1 2025 | 1 | 0 | 12.58K | $264,033 | n/a | n/a |
| Q4 2024 | 1 | 0 | 66.39K | $1.37M | n/a | n/a |
| Q3 2024 | 1 | +1 | 38.30K | $828,411 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 12.41M | n/a | $263.54M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.20M | +16.3% | $131.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Envestnet Asset Management Inc | 4.63M | n/a | $98.22M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.28M | n/a | $48.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Stifel Financial Corp | 2.14M | n/a | $45.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 2.11M | n/a | $44.75M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 1.11M | n/a | $23.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | First Trust Advisors Lp | 847.94K | n/a | $18.00M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Assetmark, Inc | 634.43K | n/a | $13.47M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 479.89K | n/a | $10.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 445.63K | n/a | $9.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 266.92K | n/a | $5.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 180.44K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 103.46K | +181.3% | $2.20M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 74.43K | n/a | $1.58M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 43.91K | n/a | $932,220 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Susquehanna International Group, Llp | 18.59K | n/a | $394,751 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 16.78K | n/a | $356,218 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cwm, Llc | 9.05K | n/a | $192,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Qube Research & Technologies Ltd | 3.28K | n/a | $69,592 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 1.39K | n/a | $29,437 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $242,018 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 190 houders, 81.74M aandelen, $1.62B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.