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

HBW Advisory 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
2026 Q3	$3.76M	Sell	190,660 -315,377	-62%	-$6.46M	0.37%	57
2026 Q2	$10.6M	Buy	506,037 +16,706	+3%	+$349K	0.95%	25
2026 Q1	$10.3M	Buy	489,331 +15,722	+3%	+$333K	1.08%	17
2025 Q4	$10.1M	Buy	473,609 +112,795	+31%	+$2.41M	1.09%	20
2025 Q3	$7.69M	Buy	360,814 +32,285	+10%	+$682K	0.87%	23
2025 Q2	$6.92M	Buy	328,529 +23,527	+8%	+$490K	0.85%	24
2025 Q1	$6.4M	Buy	305,002 +80,522	+36%	+$1.67M	0.91%	21
2024 Q4	$4.64M	Buy	224,480 +15,718	+8%	+$330K	0.48%	29
2024 Q3	$4.51M	Buy	+208,762	New	+$4.45M	0.66%	28

Other funds holding FTCB

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

HBW Advisory Services's FTCB Position: Q3 2026 in Review

HBW Advisory Services reduced its First Trust Core Investment Grade ETF (FTCB) stake by 62% in Q3 2026, selling an estimated $6.46M and leaving 190,660 shares worth $3.76M. The position accounts for 0.37% of the portfolio, ranked #57.

HBW Advisory Services first reported a position in FTCB in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.6M in Q2 2026. 28 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

HBW Advisory Services held 190,660 shares of First Trust Core Investment Grade ETF worth $3.76M as of Q3 2026.
HBW Advisory Services sold 315,377 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $6.46M.
First Trust Core Investment Grade ETF made up 0.37% of HBW Advisory Services's portfolio in Q3 2026, its #57 holding.
HBW Advisory Services first reported a position in First Trust Core Investment Grade ETF in Q3 2024 and has held it in 9 quarters since.
HBW Advisory Services's First Trust Core Investment Grade ETF position peaked at $10.6M in Q2 2026.
28 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.