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

OneAscent 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	$1.56M	Buy	+74,750	New	+$1.56M	0.46%	28

Other funds holding FTCB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

OneAscent Wealth Management opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 74,750 shares worth $1.56M. The stake represents 0.46% of the portfolio and ranks #28 among its holdings.

192 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

OneAscent Wealth Management held 74,750 shares of First Trust Core Investment Grade ETF worth $1.56M as of Q2 2026.
First Trust Core Investment Grade ETF was a new OneAscent Wealth Management position in Q2 2026.
First Trust Core Investment Grade ETF made up 0.46% of OneAscent Wealth Management's portfolio in Q2 2026, its #28 holding.
192 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on OneAscent Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.