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

Core Wealth Partners’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
Q2 		– Sell
-77,326
Closed -$1.62M – 181
2025
Q1 		$1.62M Buy
+77,326
New +$1.61M 0.94% 29

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Core Wealth Partners's FTCB Position: Q2 2025 in Review

Core Wealth Partners sold out of First Trust Core Investment Grade ETF (FTCB) in Q2 2025, closing a stake of 77,326 shares — an estimated $1.62M sold.

Core Wealth Partners first reported a position in FTCB in Q1 2025 and held it in 1 quarter. The position peaked at $1.62M in Q1 2025. 127 funds tracked by Wall St. Rank hold FTCB as of Q2 2025.

  • Core Wealth Partners reported no remaining First Trust Core Investment Grade ETF position as of Q2 2025 after selling out during the quarter.
  • Core Wealth Partners sold 77,326 First Trust Core Investment Grade ETF shares in Q2 2025, an estimated $1.62M.
  • Core Wealth Partners first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and held it in 1 quarter.
  • Core Wealth Partners's First Trust Core Investment Grade ETF position peaked at $1.62M in Q1 2025.
  • 127 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2025.

Based on Core Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.