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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
Q2 		$319K Sell
15,319
-1,746
-10% -$36.5K 0.03% 298
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 $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
Cetera Investment Advisers
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Onyx Bridge Wealth Group's FTCB Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its First Trust Core Investment Grade ETF (FTCB) stake by 10% in Q2 2026, selling an estimated $36.5K and leaving 15,319 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #298.

Onyx Bridge Wealth Group first reported a position in FTCB in Q4 2023 and has held it in 11 quarters since. The position peaked at $462K in Q3 2024. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Onyx Bridge Wealth Group held 15,319 shares of First Trust Core Investment Grade ETF worth $319K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 1,746 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $36.5K.
  • First Trust Core Investment Grade ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #298 holding.
  • Onyx Bridge Wealth Group first reported a position in First Trust Core Investment Grade ETF in Q4 2023 and has held it in 11 quarters since.
  • Onyx Bridge Wealth Group's First Trust Core Investment Grade ETF position peaked at $462K in Q3 2024.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.