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

GK 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
Q3 		$85.2K Buy
+4,318
New +$88.4K 0.05% 337

Other funds holding FTCB

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GK Wealth Management's FTCB Position: Q3 2026 in Review

GK Wealth Management opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q3 2026: 4,318 shares worth $85.2K. The stake represents 0.05% of the portfolio and ranks #337 among its holdings.

10 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

  • GK Wealth Management held 4,318 shares of First Trust Core Investment Grade ETF worth $85.2K as of Q3 2026.
  • First Trust Core Investment Grade ETF was a new GK Wealth Management position in Q3 2026.
  • First Trust Core Investment Grade ETF made up 0.05% of GK Wealth Management's portfolio in Q3 2026, its #337 holding.
  • 10 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.