AAS
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Avantax Advisory Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Avantax Advisory Services’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 		$1.01M Sell
48,013
-10,911
-19% -$227K 0.01% 1165
2025
Q1 		$1.24M Sell
58,924
-1,354
-2% -$28.2K 0.01% 981
2024
Q4 		$1.24M Buy
60,278
+33,163
+122% +$695K 0.01% 945
2024
Q3 		$586K Buy
+27,115
New +$579K ﹤0.01% 1312

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 $424B AUM 22.94% 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 $31B AUM 28.39% 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 $8.93B AUM 25.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Avantax Advisory Services's FTCB Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Core Investment Grade ETF (FTCB) stake by 19% in Q2 2025, selling an estimated $227K and leaving 48,013 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1165.

Avantax Advisory Services first reported a position in FTCB in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.24M in Q4 2024. 128 funds tracked by Wall St. Rank hold FTCB as of Q2 2025.

  • Avantax Advisory Services held 48,013 shares of First Trust Core Investment Grade ETF worth $1.01M as of Q2 2025.
  • Avantax Advisory Services sold 10,911 First Trust Core Investment Grade ETF shares in Q2 2025, an estimated $227K.
  • First Trust Core Investment Grade ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1165 holding.
  • Avantax Advisory Services first reported a position in First Trust Core Investment Grade ETF in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's First Trust Core Investment Grade ETF position peaked at $1.24M in Q4 2024.
  • 128 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.