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Concourse Financial Group Securities’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Concourse Financial Group Securities’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
-25,311
Closed -$523K – 772
2024
Q4 		$523K Buy
+25,311
New +$531K 0.03% 470

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LPL Financial
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LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Concourse Financial Group Securities's FTCB Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Trust Core Investment Grade ETF (FTCB) in Q1 2025, closing a stake of 25,311 shares — an estimated $523K sold.

Concourse Financial Group Securities first reported a position in FTCB in Q4 2024 and held it in 1 quarter. The position peaked at $523K in Q4 2024. 102 funds tracked by Wall St. Rank hold FTCB as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining First Trust Core Investment Grade ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 25,311 First Trust Core Investment Grade ETF shares in Q1 2025, an estimated $523K.
  • Concourse Financial Group Securities first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and held it in 1 quarter.
  • Concourse Financial Group Securities's First Trust Core Investment Grade ETF position peaked at $523K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.