OPS
FTCB icon

Orion Portfolio Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$5.03M Buy
239,588
+54,849
+30% +$1.14M 0.05% 347
2024
Q4 		$3.81M Buy
+184,739
New +$3.87M 0.04% 406

Other funds holding FTCB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Orion Portfolio Solutions's FTCB Position: Q1 2025 in Review

Orion Portfolio Solutions increased its First Trust Core Investment Grade ETF (FTCB) stake by 30% in Q1 2025, buying an estimated $1.14M and bringing the position to 239,588 shares worth $5.03M. The position accounts for 0.05% of the portfolio, ranked #347.

Orion Portfolio Solutions first reported a position in FTCB in Q4 2024 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold FTCB as of Q1 2025.

  • Orion Portfolio Solutions held 239,588 shares of First Trust Core Investment Grade ETF worth $5.03M as of Q1 2025.
  • Orion Portfolio Solutions bought 54,849 First Trust Core Investment Grade ETF shares in Q1 2025, an estimated $1.14M.
  • First Trust Core Investment Grade ETF made up 0.05% of Orion Portfolio Solutions's portfolio in Q1 2025, its #347 holding.
  • Orion Portfolio Solutions first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.