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McCarthy & Cox’s First Trust Core Investment Grade ETF FTCB Stock Holding History

McCarthy & Cox’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 		$338K Sell
15,937
-919,975
-98% -$19.7M 4.1% 11
2025
Q3 		$19.9M Buy
935,912
+76,327
+9% +$1.61M 4.55% 8
2025
Q2 		$18.1M Buy
+859,585
New +$17.9M 4.74% 7

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
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 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 $417M AUM 41.98% 1-Year Est. Return

McCarthy & Cox's FTCB Position: Q4 2025 in Review

McCarthy & Cox reduced its First Trust Core Investment Grade ETF (FTCB) stake by 98% in Q4 2025, selling an estimated $19.7M and leaving 15,937 shares worth $338K. The position accounts for 4.1% of the portfolio, ranked #11.

McCarthy & Cox first reported a position in FTCB in Q2 2025 and has held it in 3 quarters since. The position peaked at $19.9M in Q3 2025. 173 funds tracked by Wall St. Rank hold FTCB as of Q4 2025.

  • McCarthy & Cox held 15,937 shares of First Trust Core Investment Grade ETF worth $338K as of Q4 2025.
  • McCarthy & Cox sold 919,975 First Trust Core Investment Grade ETF shares in Q4 2025, an estimated $19.7M.
  • First Trust Core Investment Grade ETF made up 4.1% of McCarthy & Cox's portfolio in Q4 2025, its #11 holding.
  • McCarthy & Cox first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 3 quarters since.
  • McCarthy & Cox's First Trust Core Investment Grade ETF position peaked at $19.9M in Q3 2025.
  • 173 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.