HA
FTCB icon

Herold Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Herold Advisors’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
2024
Q4 		– Sell
-10,540
Closed -$228K – 277
2024
Q3 		$228K Buy
+10,540
New +$225K 0.05% 248

Other funds holding FTCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Herold Advisors's FTCB Position: Q4 2024 in Review

Herold Advisors sold out of First Trust Core Investment Grade ETF (FTCB) in Q4 2024, closing a stake of 10,540 shares — an estimated $228K sold.

Herold Advisors first reported a position in FTCB in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 63 funds tracked by Wall St. Rank hold FTCB as of Q4 2024.

  • Herold Advisors reported no remaining First Trust Core Investment Grade ETF position as of Q4 2024 after selling out during the quarter.
  • Herold Advisors sold 10,540 First Trust Core Investment Grade ETF shares in Q4 2024, an estimated $228K.
  • Herold Advisors first reported a position in First Trust Core Investment Grade ETF in Q3 2024 and held it in 1 quarter.
  • Herold Advisors's First Trust Core Investment Grade ETF position peaked at $228K in Q3 2024.
  • 63 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q4 2024.

Based on Herold Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.