CWA
FTCB icon

Clarus Wealth Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Clarus Wealth Advisors’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
-17,295
Closed -$352K – 108
2024
Q4 		$352K Sell
17,295
-298
-2% -$6.25K 0.18% 92
2024
Q3 		$375K Sell
17,593
-222
-1% -$4.74K 0.19% 93
2024
Q2 		$372K Buy
17,815
+704
+4% +$14.5K 0.2% 88
2024
Q1 		$351K Buy
+17,111
New +$358K 0.2% 94

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

Clarus Wealth Advisors's FTCB Position: Q1 2025 in Review

Clarus Wealth Advisors sold out of First Trust Core Investment Grade ETF (FTCB) in Q1 2025, closing a stake of 17,295 shares — an estimated $352K sold.

Clarus Wealth Advisors first reported a position in FTCB in Q1 2024 and held it in 4 quarters. The position peaked at $375K in Q3 2024. 102 funds tracked by Wall St. Rank hold FTCB as of Q1 2025.

  • Clarus Wealth Advisors reported no remaining First Trust Core Investment Grade ETF position as of Q1 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 17,295 First Trust Core Investment Grade ETF shares in Q1 2025, an estimated $352K.
  • Clarus Wealth Advisors first reported a position in First Trust Core Investment Grade ETF in Q1 2024 and held it in 4 quarters.
  • Clarus Wealth Advisors's First Trust Core Investment Grade ETF position peaked at $375K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2025.

Based on Clarus Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.