Concurrent Investment Advisors LLC Raises Holdings in First Trust Core Investment Grade ETF $FTCB

Concurrent Investment Advisors LLC grew its holdings in First Trust Core Investment Grade ETF (NYSEARCA:FTCB) by 21.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 346,090 shares of the company’s stock after buying an additional 60,287 shares during the quarter. Concurrent Investment Advisors LLC owned about 0.37% of First Trust Core Investment Grade ETF worth $7,347,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. First Heartland Consultants Inc. raised its position in First Trust Core Investment Grade ETF by 963.2% in the third quarter. First Heartland Consultants Inc. now owns 560,966 shares of the company’s stock worth $11,954,000 after acquiring an additional 508,205 shares in the last quarter. APS Management Group Inc. grew its stake in shares of First Trust Core Investment Grade ETF by 781.8% during the 4th quarter. APS Management Group Inc. now owns 432,838 shares of the company’s stock worth $9,189,000 after purchasing an additional 383,753 shares during the period. Equitable Holdings Inc. acquired a new position in shares of First Trust Core Investment Grade ETF during the 2nd quarter worth $7,047,000. Private Advisor Group LLC increased its holdings in shares of First Trust Core Investment Grade ETF by 46.2% in the 3rd quarter. Private Advisor Group LLC now owns 784,448 shares of the company’s stock valued at $16,717,000 after purchasing an additional 247,721 shares in the last quarter. Finally, Royal Bank of Canada acquired a new stake in shares of First Trust Core Investment Grade ETF in the first quarter valued at about $5,148,000.

First Trust Core Investment Grade ETF Stock Performance

Shares of NYSEARCA FTCB opened at $21.03 on Monday. First Trust Core Investment Grade ETF has a 52 week low of $18.76 and a 52 week high of $21.87. The firm has a 50-day moving average price of $21.13 and a 200 day moving average price of $21.25.

First Trust Core Investment Grade ETF Company Profile

The First Trust Core Investment Grade ETF (FTCB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides broad exposure to investment-grade debt securities of various maturities from around the world, including emerging markets. FTCB was launched on Nov 7, 2023 and is issued by First Trust.