KWM
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Kingsview Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Kingsview 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
Q1 		$2.17M Sell
103,490
-80,560
-44% -$1.71M 0.03% 493
2025
Q4 		$3.91M Buy
184,050
+23,047
+14% +$492K 0.06% 324
2025
Q3 		$3.43M Sell
161,003
-290,199
-64% -$6.13M 0.05% 343
2025
Q2 		$9.5M Buy
451,202
+88,762
+24% +$1.85M 0.16% 119
2025
Q1 		$7.61M Buy
+362,440
New +$7.54M 0.14% 156

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return