CAWM
FTCB icon

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

Capital A 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
2025
Q1 		– Sell
-40
Closed -$826 – 787
2024
Q4 		$826 Buy
+40
New +$839 ﹤0.01% 582

Other funds holding FTCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

Capital A Wealth Management's FTCB Position: Q1 2025 in Review

Capital A Wealth Management sold out of First Trust Core Investment Grade ETF (FTCB) in Q1 2025, closing a stake of 40 shares — an estimated $826 sold.

Capital A Wealth Management first reported a position in FTCB in Q4 2024 and held it in 1 quarter. The position peaked at $826 in Q4 2024. 102 funds tracked by Wall St. Rank hold FTCB as of Q1 2025.

  • Capital A Wealth Management reported no remaining First Trust Core Investment Grade ETF position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 40 First Trust Core Investment Grade ETF shares in Q1 2025, an estimated $826.
  • Capital A Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's First Trust Core Investment Grade ETF position peaked at $826 in Q4 2024.
  • 102 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.