AssetMark Inc’s First Trust Core Investment Grade ETF FTCB Stock Holding History

AssetMark Inc’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 Q2	$15.5M	Buy	743,446 +79,916	+12%	+$1.67M	0.03%	441
2026 Q1	$13.9M	Buy	663,530 +29,102	+5%	+$617K	0.03%	429
2025 Q4	$13.5M	Buy	634,428 +111,901	+21%	+$2.39M	0.03%	412
2025 Q3	$11.1M	Buy	522,527 +45,332	+9%	+$957K	0.02%	424
2025 Q2	$10M	Buy	477,195 +120,109	+34%	+$2.5M	0.02%	403
2025 Q1	$7.5M	Buy	357,086 +89,508	+33%	+$1.86M	0.02%	416
2024 Q4	$5.53M	Buy	+267,578	New	+$5.61M	0.02%	484

Other funds holding FTCB

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

AssetMark Inc's FTCB Position: Q2 2026 in Review

AssetMark Inc increased its First Trust Core Investment Grade ETF (FTCB) stake by 12% in Q2 2026, buying an estimated $1.67M and bringing the position to 743,446 shares worth $15.5M. The position accounts for 0.03% of the portfolio, ranked #441.

AssetMark Inc first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. 89 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

AssetMark Inc held 743,446 shares of First Trust Core Investment Grade ETF worth $15.5M as of Q2 2026.
AssetMark Inc bought 79,916 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $1.67M.
First Trust Core Investment Grade ETF made up 0.03% of AssetMark Inc's portfolio in Q2 2026, its #441 holding.
AssetMark Inc first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
89 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.