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

Omnitrust 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
Q1 		$773K Sell
36,901
-2,219
-6% -$47K 1% 21
2025
Q4 		$831K Buy
+39,120
New +$836K 1.06% 24
2025
Q2 		$759K Buy
+36,377
New +$757K 0.89% 22

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Omnitrust Wealth Management's FTCB Position: Q1 2026 in Review

Omnitrust Wealth Management reduced its First Trust Core Investment Grade ETF (FTCB) stake by 5.7% in Q1 2026, selling an estimated $47K and leaving 36,901 shares worth $773K. The position accounts for 1% of the portfolio, ranked #21.

Omnitrust Wealth Management first reported a position in FTCB in Q2 2025 and has held it in 3 quarters since. The position peaked at $831K in Q4 2025. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Omnitrust Wealth Management held 36,901 shares of First Trust Core Investment Grade ETF worth $773K as of Q1 2026.
  • Omnitrust Wealth Management sold 2,219 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $47K.
  • First Trust Core Investment Grade ETF made up 1% of Omnitrust Wealth Management's portfolio in Q1 2026, its #21 holding.
  • Omnitrust Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's First Trust Core Investment Grade ETF position peaked at $831K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.