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 Q3	$320K	Buy	16,187 +868	+6%	+$17.8K	0.03%	307
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

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Onyx Bridge Wealth Group's FTCB Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its First Trust Core Investment Grade ETF (FTCB) stake by 5.7% in Q3 2026, buying an estimated $17.8K and bringing the position to 16,187 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #307.

Onyx Bridge Wealth Group first reported a position in FTCB in Q4 2023 and has held it in 12 quarters since. The position peaked at $462K in Q3 2024. 71 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Onyx Bridge Wealth Group held 16,187 shares of First Trust Core Investment Grade ETF worth $320K as of Q3 2026.
Onyx Bridge Wealth Group bought 868 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $17.8K.
First Trust Core Investment Grade ETF made up 0.03% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #307 holding.
Onyx Bridge Wealth Group first reported a position in First Trust Core Investment Grade ETF in Q4 2023 and has held it in 12 quarters since.
Onyx Bridge Wealth Group's First Trust Core Investment Grade ETF position peaked at $462K in Q3 2024.
71 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.