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Atria Wealth Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Atria Wealth Solutions’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
Q2 		$335K Sell
15,928
-97,267
-86% -$2.02M 0.01% 1103
2025
Q1 		$2.38M Buy
113,195
+23,159
+26% +$482K 0.03% 570
2024
Q4 		$1.86M Buy
+90,036
New +$1.89M 0.02% 672

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
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 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 $417M AUM 41.98% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Atria Wealth Solutions's FTCB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust Core Investment Grade ETF (FTCB) stake by 86% in Q2 2025, selling an estimated $2.02M and leaving 15,928 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #1103.

Atria Wealth Solutions first reported a position in FTCB in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.38M in Q1 2025. 127 funds tracked by Wall St. Rank hold FTCB as of Q2 2025.

  • Atria Wealth Solutions held 15,928 shares of First Trust Core Investment Grade ETF worth $335K as of Q2 2025.
  • Atria Wealth Solutions sold 97,267 First Trust Core Investment Grade ETF shares in Q2 2025, an estimated $2.02M.
  • First Trust Core Investment Grade ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1103 holding.
  • Atria Wealth Solutions first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 3 quarters since.
  • Atria Wealth Solutions's First Trust Core Investment Grade ETF position peaked at $2.38M in Q1 2025.
  • 127 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.