ABLE Financial Group’s First Trust Core Investment Grade ETF FTCB Stock Holding History

ABLE Financial Group’s Portfolio FTCB Stock Details FTCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$208K	Buy	10,558 +934	+10%	+$19.1K	0.03%	216
2026 Q2	$201K	Sell	9,624 -300	-3%	-$6.27K	0.03%	218
2026 Q1	$208K	Sell	9,924 -1,019	-9%	-$21.6K	0.04%	203
2025 Q4	$232K	Buy	10,943 +250	+2%	+$5.34K	0.05%	193
2025 Q3	$228K	Buy	10,693 +380	+4%	+$8.02K	0.05%	191
2025 Q2	$217K	Buy	10,313 +293	+3%	+$6.1K	0.05%	195
2025 Q1	$210K	Buy	+10,020	New	+$208K	0.06%	189

Other funds holding FTCB

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

ABLE Financial Group's FTCB Position: Q3 2026 in Review

ABLE Financial Group increased its First Trust Core Investment Grade ETF (FTCB) stake by 9.7% in Q3 2026, buying an estimated $19.1K and bringing the position to 10,558 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #216.

ABLE Financial Group first reported a position in FTCB in Q1 2025 and has held it in 7 quarters since. The position peaked at $232K in Q4 2025. 51 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

ABLE Financial Group held 10,558 shares of First Trust Core Investment Grade ETF worth $208K as of Q3 2026.
ABLE Financial Group bought 934 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $19.1K.
First Trust Core Investment Grade ETF made up 0.03% of ABLE Financial Group's portfolio in Q3 2026, its #216 holding.
ABLE Financial Group first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 7 quarters since.
ABLE Financial Group's First Trust Core Investment Grade ETF position peaked at $232K in Q4 2025.
51 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.