FCT
CWB icon

First Community Trust’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

First Community Trust’s Portfolio CWB Stock Details CWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$82.3K Buy
+813
New +$83.8K 0.03% 146

Other funds holding CWB

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $414M AUM 22.88% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $136M AUM 15.85% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

First Community Trust's CWB Position: Q3 2026 in Review

First Community Trust opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026: 813 shares worth $82.3K. The stake represents 0.03% of the portfolio and ranks #146 among its holdings.

121 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • First Community Trust held 813 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $82.3K as of Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new First Community Trust position in Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.03% of First Community Trust's portfolio in Q3 2026, its #146 holding.
  • 121 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on First Community Trust's 13F filing for Q3 2026, filed 7 Oct 2026.