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AIFG Consultants’s First Trust Core Investment Grade ETF FTCB Stock Holding History

AIFG Consultants’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
2025
Q4 		$7.07M Buy
332,811
+58,296
+21% +$1.25M 12.13% 2
2025
Q3 		$5.85M Buy
+274,515
New +$5.8M 10.31% 2

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return

AIFG Consultants's FTCB Position: Q4 2025 in Review

AIFG Consultants increased its First Trust Core Investment Grade ETF (FTCB) stake by 21% in Q4 2025, buying an estimated $1.25M and bringing the position to 332,811 shares worth $7.07M. The position accounts for 12.13% of the portfolio, ranked #2.

AIFG Consultants first reported a position in FTCB in Q3 2025 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold FTCB as of Q4 2025.

  • AIFG Consultants held 332,811 shares of First Trust Core Investment Grade ETF worth $7.07M as of Q4 2025.
  • AIFG Consultants bought 58,296 First Trust Core Investment Grade ETF shares in Q4 2025, an estimated $1.25M.
  • First Trust Core Investment Grade ETF made up 12.13% of AIFG Consultants's portfolio in Q4 2025, its #2 holding.
  • AIFG Consultants first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.