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Bartlett & Co Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Bartlett & Co 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
Q1 		– Sell
-146
Closed -$3.1K – 1320
2025
Q4 		$3.1K Buy
+146
New +$3.12K ﹤0.01% 1084

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bartlett & Co Wealth Management's FTCB Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of First Trust Core Investment Grade ETF (FTCB) in Q1 2026, closing a stake of 146 shares — an estimated $3.1K sold.

Bartlett & Co Wealth Management first reported a position in FTCB in Q4 2025 and held it in 1 quarter. The position peaked at $3.1K in Q4 2025. 192 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Bartlett & Co Wealth Management reported no remaining First Trust Core Investment Grade ETF position as of Q1 2026 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 146 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $3.1K.
  • Bartlett & Co Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's First Trust Core Investment Grade ETF position peaked at $3.1K in Q4 2025.
  • 192 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.