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

Cyndeo 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
2026 Q3	$26.7M	Buy	1,352,671 +113,603	+9%	+$2.33M	1.21%	12
2026 Q2	$25.8M	Buy	1,239,068 +34,249	+3%	+$716K	1.22%	12
2026 Q1	$25.3M	Buy	1,204,819 +225,805	+23%	+$4.79M	1.33%	12
2025 Q4	$20.8M	Buy	979,014 +46,429	+5%	+$992K	1.12%	18
2025 Q3	$19.9M	Buy	932,585 +606	+0.1%	+$12.8K	1.1%	15
2025 Q2	$19.6M	Buy	931,979 +8,704	+0.9%	+$181K	1.16%	14
2025 Q1	$19.4M	Buy	923,275 +65,854	+8%	+$1.37M	1.27%	12
2024 Q4	$17.7M	Buy	+857,421	New	+$18M	1.2%	13

Other funds holding FTCB

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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 33.51% 1-Year Est. Return

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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Cyndeo Wealth Partners's FTCB Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its First Trust Core Investment Grade ETF (FTCB) stake by 9.2% in Q3 2026, buying an estimated $2.33M and bringing the position to 1,352,671 shares worth $26.7M. The position accounts for 1.21% of the portfolio, ranked #12.

Cyndeo Wealth Partners first reported a position in FTCB in Q4 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Cyndeo Wealth Partners held 1,352,671 shares of First Trust Core Investment Grade ETF worth $26.7M as of Q3 2026.
Cyndeo Wealth Partners bought 113,603 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $2.33M.
First Trust Core Investment Grade ETF made up 1.21% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #12 holding.
Cyndeo Wealth Partners first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 8 quarters since.
51 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

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