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

Nova 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 		$1.23M Sell
58,956
-13,514
-19% -$283K 0.68% 47
2026
Q1 		$1.52M Buy
72,470
+5,142
+8% +$109K 0.99% 25
2025
Q4 		$1.43M Sell
67,328
-3,689
-5% -$78.8K 0.98% 28
2025
Q3 		$1.51M Sell
71,017
-8,934
-11% -$189K 1.07% 23
2025
Q2 		$1.68M Buy
79,951
+44,980
+129% +$936K 1.24% 19
2025
Q1 		$734K Buy
+34,971
New +$727K 0.63% 45

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

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

Nova Wealth Management reduced its First Trust Core Investment Grade ETF (FTCB) stake by 19% in Q2 2026, selling an estimated $283K and leaving 58,956 shares worth $1.23M. The position accounts for 0.68% of the portfolio, ranked #47.

Nova Wealth Management first reported a position in FTCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Nova Wealth Management held 58,956 shares of First Trust Core Investment Grade ETF worth $1.23M as of Q2 2026.
  • Nova Wealth Management sold 13,514 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $283K.
  • First Trust Core Investment Grade ETF made up 0.68% of Nova Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Nova Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's First Trust Core Investment Grade ETF position peaked at $1.68M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.