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OneAscent Financial Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

OneAscent Financial Services’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 		$737K Buy
35,152
+3,071
+10% +$65.1K 0.04% 278
2025
Q4 		$681K Buy
32,081
+4,150
+15% +$88.7K 0.06% 202
2025
Q3 		$595K Buy
27,931
+2,580
+10% +$54.5K 0.07% 205
2025
Q2 		$534K Buy
25,351
+5,917
+30% +$123K 0.04% 301
2025
Q1 		$408K Buy
19,434
+7,701
+66% +$160K 0.03% 365
2024
Q4 		$242K Buy
+11,733
New +$246K 0.02% 412

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $376B 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return