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Moloney Securities Asset Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Moloney Securities Asset 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
2025
Q3 		$598K Buy
28,057
+525
+2% +$11.1K 0.07% 252
2025
Q2 		$580K Buy
27,532
+4,575
+20% +$95.2K 0.07% 246
2025
Q1 		$482K Buy
+22,957
New +$477K 0.07% 257

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
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Moloney Securities Asset Management's FTCB Position: Q3 2025 in Review

Moloney Securities Asset Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 1.9% in Q3 2025, buying an estimated $11.1K and bringing the position to 28,057 shares worth $598K. The position accounts for 0.07% of the portfolio, ranked #252.

Moloney Securities Asset Management first reported a position in FTCB in Q1 2025 and has held it in 3 quarters since. 144 funds tracked by Wall St. Rank hold FTCB as of Q3 2025.

  • Moloney Securities Asset Management held 28,057 shares of First Trust Core Investment Grade ETF worth $598K as of Q3 2025.
  • Moloney Securities Asset Management bought 525 First Trust Core Investment Grade ETF shares in Q3 2025, an estimated $11.1K.
  • First Trust Core Investment Grade ETF made up 0.07% of Moloney Securities Asset Management's portfolio in Q3 2025, its #252 holding.
  • Moloney Securities Asset Management first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 3 quarters since.
  • 144 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.