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Onyx Bridge Wealth Group’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Onyx Bridge Wealth 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
Q1 		$358K Buy
17,065
+232
+1% +$4.92K 0.04% 267
2025
Q4 		$357K Sell
16,833
-2,837
-14% -$60.6K 0.04% 262
2025
Q3 		$419K Sell
19,670
-1,042
-5% -$22K 0.05% 241
2025
Q2 		$436K Buy
20,712
+147
+0.7% +$3.06K 0.06% 183
2025
Q1 		$432K Sell
20,565
-398
-2% -$8.28K 0.06% 174
2024
Q4 		$433K Sell
20,963
-387
-2% -$8.12K 0.06% 172
2024
Q3 		$462K Buy
21,350
+2,354
+12% +$50.2K 0.07% 170
2024
Q2 		$393K Buy
18,996
+953
+5% +$19.7K 0.06% 169
2024
Q1 		$366K Buy
18,043
+2,148
+14% +$44.9K 0.07% 176
2023
Q4 		$337K Buy
+15,895
New +$328K 0.07% 176

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