Centennial Wealth Advisory’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Centennial Wealth Advisory’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	$26.3M	Sell	1,331,992 -86,538	-6%	-$1.77M	5.42%	4
2026 Q2	$29.6M	Buy	1,418,530 +330,390	+30%	+$6.91M	6.39%	2
2026 Q1	$22.8M	Buy	1,088,140 +549,966	+102%	+$11.7M	5.52%	3
2025 Q4	$11.4M	Sell	538,174 -9,600	-2%	-$205K	3.02%	9
2025 Q3	$11.7M	Buy	547,774 +185,675	+51%	+$3.92M	3.25%	9
2025 Q2	$7.62M	Buy	362,099 +202,460	+127%	+$4.21M	2.42%	10
2025 Q1	$3.35M	Buy	159,639 +67,205	+73%	+$1.4M	1.22%	15
2024 Q4	$1.91M	Buy	92,434 +64,443	+230%	+$1.35M	0.75%	21
2024 Q3	$605K	Buy	+27,991	New	+$597K	0.24%	48

Other funds holding FTCB

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 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

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

AWM

Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

Centennial Wealth Advisory's FTCB Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its First Trust Core Investment Grade ETF (FTCB) stake by 6.1% in Q3 2026, selling an estimated $1.77M and leaving 1,331,992 shares worth $26.3M. The position accounts for 5.42% of the portfolio, ranked #4.

Centennial Wealth Advisory first reported a position in FTCB in Q3 2024 and has held it in 9 quarters since. The position peaked at $29.6M in Q2 2026. 36 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Centennial Wealth Advisory held 1,331,992 shares of First Trust Core Investment Grade ETF worth $26.3M as of Q3 2026.
Centennial Wealth Advisory sold 86,538 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $1.77M.
First Trust Core Investment Grade ETF made up 5.42% of Centennial Wealth Advisory's portfolio in Q3 2026, its #4 holding.
Centennial Wealth Advisory first reported a position in First Trust Core Investment Grade ETF in Q3 2024 and has held it in 9 quarters since.
Centennial Wealth Advisory's First Trust Core Investment Grade ETF position peaked at $29.6M in Q2 2026.
36 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.