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

FLP 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
2025
Q1 		– Sell
-1,697
Closed -$35K – 211
2024
Q4 		$35K Buy
+1,697
New +$35.6K 0.09% 127

Other funds holding FTCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.18B AUM 26.57% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

FLP Wealth Management's FTCB Position: Q1 2025 in Review

FLP Wealth Management sold out of First Trust Core Investment Grade ETF (FTCB) in Q1 2025, closing a stake of 1,697 shares — an estimated $35K sold.

FLP Wealth Management first reported a position in FTCB in Q4 2024 and held it in 1 quarter. The position peaked at $35K in Q4 2024. 102 funds tracked by Wall St. Rank hold FTCB as of Q1 2025.

  • FLP Wealth Management reported no remaining First Trust Core Investment Grade ETF position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 1,697 First Trust Core Investment Grade ETF shares in Q1 2025, an estimated $35K.
  • FLP Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's First Trust Core Investment Grade ETF position peaked at $35K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.