BFEC
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Benjamin F. Edwards & Company’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$535K Buy
25,801
+13,345
+107% +$275K 0.01% 673
2024
Q1 		$260K Buy
+12,456
New +$261K ﹤0.01% 829

Other funds holding FTCB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
MW
Maia Wealth Denver, Colorado $679M AUM 22.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Benjamin F. Edwards & Company's FTCB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its First Trust Core Investment Grade ETF (FTCB) stake by 107% in Q2 2024, buying an estimated $275K and bringing the position to 25,801 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #673.

Benjamin F. Edwards & Company first reported a position in FTCB in Q1 2024 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold FTCB as of Q2 2024.

  • Benjamin F. Edwards & Company held 25,801 shares of First Trust Core Investment Grade ETF worth $535K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 13,345 First Trust Core Investment Grade ETF shares in Q2 2024, an estimated $275K.
  • First Trust Core Investment Grade ETF made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #673 holding.
  • Benjamin F. Edwards & Company first reported a position in First Trust Core Investment Grade ETF in Q1 2024 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.