Novem Group
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Novem Group’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Novem Group’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 		$816K Buy
41,314
+6,950
+20% +$142K 0.08% 216
2026
Q2 		$717K Buy
34,364
+2,105
+7% +$44K 0.07% 233
2026
Q1 		$676K Buy
32,259
+20,388
+172% +$432K 0.08% 231
2025
Q4 		$252K Buy
+11,871
New +$254K 0.03% 370

Other funds holding FTCB

LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Centennial Wealth Advisory
Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return
Wealth Intelligence
Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Novem Group's FTCB Position: Q3 2026 in Review

Novem Group increased its First Trust Core Investment Grade ETF (FTCB) stake by 20% in Q3 2026, buying an estimated $142K and bringing the position to 41,314 shares worth $816K. The position accounts for 0.08% of the portfolio, ranked #216.

Novem Group first reported a position in FTCB in Q4 2025 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

  • Novem Group held 41,314 shares of First Trust Core Investment Grade ETF worth $816K as of Q3 2026.
  • Novem Group bought 6,950 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $142K.
  • First Trust Core Investment Grade ETF made up 0.08% of Novem Group's portfolio in Q3 2026, its #216 holding.
  • Novem Group first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Novem Group's 13F filing for Q3 2026, filed 19 Oct 2026.