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

CreativeOne Wealth’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 Q1	$258K	Buy	+12,300	New	+$261K	0.01%	1035

Other funds holding FTCB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

CreativeOne Wealth's FTCB Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q1 2026: 12,300 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #1035 among its holdings.

191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

CreativeOne Wealth held 12,300 shares of First Trust Core Investment Grade ETF worth $258K as of Q1 2026.
First Trust Core Investment Grade ETF was a new CreativeOne Wealth position in Q1 2026.
First Trust Core Investment Grade ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1035 holding.
191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.