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

Evolution Wealth Management’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 		$3.56K Hold
170
– – ﹤0.01% 671
2025
Q4 		$3.61K Buy
+170
New +$3.63K ﹤0.01% 584

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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
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

Evolution Wealth Management's FTCB Position: Q1 2026 in Review

Evolution Wealth Management held its First Trust Core Investment Grade ETF (FTCB) position steady in Q1 2026 at 170 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Evolution Wealth Management first reported a position in FTCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.61K in Q4 2025. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Evolution Wealth Management held 170 shares of First Trust Core Investment Grade ETF worth $3.56K as of Q1 2026.
  • Evolution Wealth Management left its First Trust Core Investment Grade ETF share count unchanged in Q1 2026.
  • First Trust Core Investment Grade ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #671 holding.
  • Evolution Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's First Trust Core Investment Grade ETF position peaked at $3.61K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.