Maia Wealth’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Maia Wealth’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	$543K	Sell	27,526 -4,244	-13%	-$86.9K	0.07%	203
2026 Q2	$663K	Sell	31,770 -4,716	-13%	-$98.6K	0.1%	182
2026 Q1	$765K	Sell	36,486 -14,783	-29%	-$313K	0.13%	168
2025 Q4	$1.1M	Sell	51,269 -26,348	-34%	-$563K	0.19%	131
2025 Q3	$1.66M	Buy	77,617 +4,817	+7%	+$102K	0.28%	101
2025 Q2	$1.53M	Buy	72,800 +22,790	+46%	+$474K	0.29%	92
2025 Q1	$1.03M	Buy	50,010 +14,537	+41%	+$302K	0.23%	101
2024 Q4	$734K	Buy	35,473 +4,044	+13%	+$84.8K	0.16%	124
2024 Q3	$660K	Buy	31,429 +2,362	+8%	+$50.4K	0.16%	123
2024 Q2	$611K	Buy	+29,067	New	+$600K	0.18%	104

Other funds holding FTCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Maia Wealth's FTCB Position: Q3 2026 in Review

Maia Wealth reduced its First Trust Core Investment Grade ETF (FTCB) stake by 13% in Q3 2026, selling an estimated $86.9K and leaving 27,526 shares worth $543K. The position accounts for 0.07% of the portfolio, ranked #203.

Maia Wealth first reported a position in FTCB in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.66M in Q3 2025. 155 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Maia Wealth held 27,526 shares of First Trust Core Investment Grade ETF worth $543K as of Q3 2026.
Maia Wealth sold 4,244 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $86.9K.
First Trust Core Investment Grade ETF made up 0.07% of Maia Wealth's portfolio in Q3 2026, its #203 holding.
Maia Wealth first reported a position in First Trust Core Investment Grade ETF in Q2 2024 and has held it in 10 quarters since.
Maia Wealth's First Trust Core Investment Grade ETF position peaked at $1.66M in Q3 2025.
155 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.