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Gentry Private Wealth’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Gentry Private Wealth’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 		$831K Buy
39,630
+1,006
+3% +$21.3K 0.5% 31
2025
Q4 		$820K Buy
38,624
+7,477
+24% +$160K 0.52% 29
2025
Q3 		$664K Buy
+31,147
New +$658K 0.46% 30

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 $8.93B AUM 25.13% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gentry Private Wealth's FTCB Position: Q1 2026 in Review

Gentry Private Wealth increased its First Trust Core Investment Grade ETF (FTCB) stake by 2.6% in Q1 2026, buying an estimated $21.3K and bringing the position to 39,630 shares worth $831K. The position accounts for 0.5% of the portfolio, ranked #31.

Gentry Private Wealth first reported a position in FTCB in Q3 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Gentry Private Wealth held 39,630 shares of First Trust Core Investment Grade ETF worth $831K as of Q1 2026.
  • Gentry Private Wealth bought 1,006 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $21.3K.
  • First Trust Core Investment Grade ETF made up 0.5% of Gentry Private Wealth's portfolio in Q1 2026, its #31 holding.
  • Gentry Private Wealth first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Gentry Private Wealth's 13F filing for Q1 2026, filed 5 May 2026.