BAM Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

BAM Wealth Management’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	$2.84M	Buy	144,038 +21,349	+17%	+$437K	1.54%	15
2026 Q2	$2.56M	Buy	122,689 +36,505	+42%	+$763K	1.6%	16
2026 Q1	$1.81M	Buy	86,184 +34,629	+67%	+$734K	1.35%	17
2025 Q4	$1.09M	Buy	+51,555	New	+$1.1M	0.79%	28

Other funds holding FTCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BAM Wealth Management's FTCB Position: Q3 2026 in Review

BAM Wealth Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 17% in Q3 2026, buying an estimated $437K and bringing the position to 144,038 shares worth $2.84M. The position accounts for 1.54% of the portfolio, ranked #15.

BAM Wealth Management first reported a position in FTCB in Q4 2025 and has held it in 4 quarters since. 102 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

BAM Wealth Management held 144,038 shares of First Trust Core Investment Grade ETF worth $2.84M as of Q3 2026.
BAM Wealth Management bought 21,349 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $437K.
First Trust Core Investment Grade ETF made up 1.54% of BAM Wealth Management's portfolio in Q3 2026, its #15 holding.
BAM Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 4 quarters since.
102 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.