OIA
FTCE

OneDigital Investment Advisors’s First Trust New Constructs Core Earnings Leaders ETF FTCE Stock Holding History

OneDigital Investment Advisors’s Portfolio FTCE Stock Details FTCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$407K Sell
15,035
-32
-0.2% -$839 ﹤0.01% 1132
2026
Q1 		$356K Sell
15,067
-1,521
-9% -$37.7K ﹤0.01% 1105
2025
Q4 		$413K Buy
+16,588
New +$409K ﹤0.01% 1040

Other funds holding FTCE

HAS
Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return
LIA
Luken Investment Analytics Brentwood, Tennessee $286M AUM 17.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $2.08B AUM 54.89% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
MCA
MSH Capital Advisors Scottsdale, Arizona $575M AUM 23.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OneDigital Investment Advisors's FTCE Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its First Trust New Constructs Core Earnings Leaders ETF (FTCE) stake by 0.21% in Q2 2026, selling an estimated $839 and leaving 15,035 shares worth $407K. The position accounts for ﹤0.01% of the portfolio, ranked #1132.

OneDigital Investment Advisors first reported a position in FTCE in Q4 2025 and has held it in 3 quarters since. The position peaked at $413K in Q4 2025. 13 funds tracked by Wall St. Rank hold FTCE as of Q2 2026.

  • OneDigital Investment Advisors held 15,035 shares of First Trust New Constructs Core Earnings Leaders ETF worth $407K as of Q2 2026.
  • OneDigital Investment Advisors sold 32 First Trust New Constructs Core Earnings Leaders ETF shares in Q2 2026, an estimated $839.
  • First Trust New Constructs Core Earnings Leaders ETF made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1132 holding.
  • OneDigital Investment Advisors first reported a position in First Trust New Constructs Core Earnings Leaders ETF in Q4 2025 and has held it in 3 quarters since.
  • OneDigital Investment Advisors's First Trust New Constructs Core Earnings Leaders ETF position peaked at $413K in Q4 2025.
  • 13 funds tracked by Wall St. Rank held First Trust New Constructs Core Earnings Leaders ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.