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Legacy Wealth Management (Idaho)’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Legacy Wealth Management (Idaho)’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 		$273K Buy
13,042
+7,562
+138% +$160K 0.14% 97
2025
Q4 		$116K Buy
+5,480
New +$117K 0.06% 136

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B 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

Legacy Wealth Management (Idaho)'s FTCB Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its First Trust Core Investment Grade ETF (FTCB) stake by 138% in Q1 2026, buying an estimated $160K and bringing the position to 13,042 shares worth $273K. The position accounts for 0.14% of the portfolio, ranked #97.

Legacy Wealth Management (Idaho) first reported a position in FTCB in Q4 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 13,042 shares of First Trust Core Investment Grade ETF worth $273K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 7,562 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $160K.
  • First Trust Core Investment Grade ETF made up 0.14% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #97 holding.
  • Legacy Wealth Management (Idaho) first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.