Dynamic Advisor Solutions
FTCB icon

Dynamic Advisor Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Dynamic Advisor Solutions’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 		$8.41M Sell
426,077
-9,961
-2% -$204K 0.24% 88
2026
Q2 		$9.09M Sell
436,038
-77,694
-15% -$1.62M 0.26% 85
2026
Q1 		$10.8M Buy
513,732
+453,370
+751% +$9.6M 0.34% 69
2025
Q4 		$1.28M Buy
+60,362
New +$1.29M 0.04% 401

Other funds holding FTCB

Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AWM
Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

Dynamic Advisor Solutions's FTCB Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Core Investment Grade ETF (FTCB) stake by 2.3% in Q3 2026, selling an estimated $204K and leaving 426,077 shares worth $8.41M. The position accounts for 0.24% of the portfolio, ranked #88.

Dynamic Advisor Solutions first reported a position in FTCB in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.8M in Q1 2026. 32 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

  • Dynamic Advisor Solutions held 426,077 shares of First Trust Core Investment Grade ETF worth $8.41M as of Q3 2026.
  • Dynamic Advisor Solutions sold 9,961 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $204K.
  • First Trust Core Investment Grade ETF made up 0.24% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #88 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's First Trust Core Investment Grade ETF position peaked at $10.8M in Q1 2026.
  • 32 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.