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Hantz Financial Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Hantz Financial Services’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
-2,102
Closed -$43K – 1803
2024
Q4 		$43K Buy
+2,102
New +$44.1K ﹤0.01% 676

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

Hantz Financial Services's FTCB Position: Q1 2025 in Review

Hantz Financial Services sold out of First Trust Core Investment Grade ETF (FTCB) in Q1 2025, closing a stake of 2,102 shares — an estimated $43K sold.

Hantz Financial Services first reported a position in FTCB in Q4 2024 and held it in 1 quarter. The position peaked at $43K in Q4 2024. 102 funds tracked by Wall St. Rank hold FTCB as of Q1 2025.

  • Hantz Financial Services reported no remaining First Trust Core Investment Grade ETF position as of Q1 2025 after selling out during the quarter.
  • Hantz Financial Services sold 2,102 First Trust Core Investment Grade ETF shares in Q1 2025, an estimated $43K.
  • Hantz Financial Services first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and held it in 1 quarter.
  • Hantz Financial Services's First Trust Core Investment Grade ETF position peaked at $43K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2025.

Based on Hantz Financial Services's 13F filing for Q1 2025, filed 12 May 2025.