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Long Run Wealth Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Long Run Wealth 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
2025
Q4 		$47.4M Buy
2,231,568
+63,259
+3% +$1.35M 8.93% 2
2025
Q3 		$46.2M Buy
2,168,309
+144,697
+7% +$3.05M 9.07% 2
2025
Q2 		$42.6M Buy
+2,023,612
New +$42.1M 8.94% 2

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Long Run Wealth Advisors's FTCB Position: Q4 2025 in Review

Long Run Wealth Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 2.9% in Q4 2025, buying an estimated $1.35M and bringing the position to 2,231,568 shares worth $47.4M. The position accounts for 8.93% of the portfolio, ranked #2.

Long Run Wealth Advisors first reported a position in FTCB in Q2 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold FTCB as of Q4 2025.

  • Long Run Wealth Advisors held 2,231,568 shares of First Trust Core Investment Grade ETF worth $47.4M as of Q4 2025.
  • Long Run Wealth Advisors bought 63,259 First Trust Core Investment Grade ETF shares in Q4 2025, an estimated $1.35M.
  • First Trust Core Investment Grade ETF made up 8.93% of Long Run Wealth Advisors's portfolio in Q4 2025, its #2 holding.
  • Long Run Wealth Advisors first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.