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GoalVest Advisory’s First Trust Core Investment Grade ETF FTCB Stock Holding History

GoalVest Advisory’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
Q4 		– Sell
-972
Closed -$20.7K – 527
2025
Q3 		$20.7K Buy
+972
New +$20.5K ﹤0.01% 290

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 22.9% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

GoalVest Advisory's FTCB Position: Q4 2025 in Review

GoalVest Advisory sold out of First Trust Core Investment Grade ETF (FTCB) in Q4 2025, closing a stake of 972 shares — an estimated $20.7K sold.

GoalVest Advisory first reported a position in FTCB in Q3 2025 and held it in 1 quarter. The position peaked at $20.7K in Q3 2025. 173 funds tracked by Wall St. Rank hold FTCB as of Q4 2025.

  • GoalVest Advisory reported no remaining First Trust Core Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
  • GoalVest Advisory sold 972 First Trust Core Investment Grade ETF shares in Q4 2025, an estimated $20.7K.
  • GoalVest Advisory first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and held it in 1 quarter.
  • GoalVest Advisory's First Trust Core Investment Grade ETF position peaked at $20.7K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q4 2025.

Based on GoalVest Advisory's 13F filing for Q4 2025, filed 5 Jan 2026.