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

Maridea 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
Q2 		$200K Buy
+9,607
New +$201K 0.02% 536
2026
Q1 		– Sell
-17,565
Closed -$373K – 475
2025
Q4 		$373K Buy
+17,565
New +$375K 0.06% 303

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Maridea Wealth Management's FTCB Position: Q2 2026 in Review

Maridea Wealth Management opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 9,607 shares worth $200K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in FTCB as recently as Q4 2025.

Maridea Wealth Management first reported a position in FTCB in Q4 2025 and has held it in 2 quarters since. The position peaked at $373K in Q4 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Maridea Wealth Management held 9,607 shares of First Trust Core Investment Grade ETF worth $200K as of Q2 2026.
  • First Trust Core Investment Grade ETF was a new Maridea Wealth Management position in Q2 2026.
  • First Trust Core Investment Grade ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #536 holding.
  • Maridea Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 2 quarters since.
  • Maridea Wealth Management's First Trust Core Investment Grade ETF position peaked at $373K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.