LVZ Inc’s First Trust Core Investment Grade ETF FTCB Stock Holding History

LVZ Inc’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	$64.2M	Buy	3,253,646 +10,887	+0.3%	+$223K	6.59%	6
2026 Q2	$67.6M	Buy	3,242,759 +2,324	+0.1%	+$48.6K	6.87%	6
2026 Q1	$67.9M	Buy	3,240,435 +142,672	+5%	+$3.03M	7.75%	5
2025 Q4	$65.8M	Buy	3,097,763 +22,959	+0.7%	+$491K	7.35%	6
2025 Q3	$65.5M	Buy	3,074,804 +31,783	+1%	+$671K	7.45%	6
2025 Q2	$64.1M	Buy	3,043,021 +26,496	+0.9%	+$551K	7.68%	7
2025 Q1	$63.3M	Buy	3,016,525 +263,396	+10%	+$5.48M	8.31%	6
2024 Q4	$56.9M	Buy	+2,753,129	New	+$57.7M	7.29%	6

Other funds holding FTCB

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 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 33.51% 1-Year Est. Return

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

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

LVZ Inc's FTCB Position: Q3 2026 in Review

LVZ Inc increased its First Trust Core Investment Grade ETF (FTCB) stake by 0.34% in Q3 2026, buying an estimated $223K and bringing the position to 3,253,646 shares worth $64.2M. The position accounts for 6.59% of the portfolio, ranked #6.

LVZ Inc first reported a position in FTCB in Q4 2024 and has held it in 8 quarters since. The position peaked at $67.9M in Q1 2026. 56 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

LVZ Inc held 3,253,646 shares of First Trust Core Investment Grade ETF worth $64.2M as of Q3 2026.
LVZ Inc bought 10,887 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $223K.
First Trust Core Investment Grade ETF made up 6.59% of LVZ Inc's portfolio in Q3 2026, its #6 holding.
LVZ Inc first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 8 quarters since.
LVZ Inc's First Trust Core Investment Grade ETF position peaked at $67.9M in Q1 2026.
56 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.