BWM
FTCB icon

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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
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
SI
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
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

BAM Wealth Management's FTCB Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 42% in Q2 2026, buying an estimated $763K and bringing the position to 122,689 shares worth $2.56M. The position accounts for 1.6% of the portfolio, ranked #16.

BAM Wealth Management first reported a position in FTCB in Q4 2025 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • BAM Wealth Management held 122,689 shares of First Trust Core Investment Grade ETF worth $2.56M as of Q2 2026.
  • BAM Wealth Management bought 36,505 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $763K.
  • First Trust Core Investment Grade ETF made up 1.6% of BAM Wealth Management's portfolio in Q2 2026, its #16 holding.
  • BAM Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.