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

GeoWealth 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
Q2 		$847K Buy
40,595
+2,524
+7% +$52.8K 0.03% 364
2026
Q1 		$798K Sell
38,071
-1,993
-5% -$42.3K 0.03% 357
2025
Q4 		$851K Buy
40,064
+5,756
+17% +$123K 0.03% 315
2025
Q3 		$731K Buy
34,308
+1,983
+6% +$41.9K 0.03% 370
2025
Q2 		$681K Buy
32,325
+5,983
+23% +$124K 0.03% 339
2025
Q1 		$553K Buy
26,342
+6,521
+33% +$136K 0.02% 399
2024
Q4 		$409K Buy
+19,821
New +$416K 0.01% 522

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GeoWealth Management's FTCB Position: Q2 2026 in Review

GeoWealth Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 6.6% in Q2 2026, buying an estimated $52.8K and bringing the position to 40,595 shares worth $847K. The position accounts for 0.03% of the portfolio, ranked #364.

GeoWealth Management first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $851K in Q4 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • GeoWealth Management held 40,595 shares of First Trust Core Investment Grade ETF worth $847K as of Q2 2026.
  • GeoWealth Management bought 2,524 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $52.8K.
  • First Trust Core Investment Grade ETF made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #364 holding.
  • GeoWealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • GeoWealth Management's First Trust Core Investment Grade ETF position peaked at $851K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.