Osaic Holdings
FTCB icon

Osaic Holdings’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Osaic Holdings’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 		$25.5M Buy
1,215,032
+103,217
+9% +$2.19M 0.04% 491
2025
Q4 		$23.6M Sell
1,111,815
-38,857
-3% -$830K 0.03% 514
2025
Q3 		$24.5M Buy
1,150,672
+49,707
+5% +$1.05M 0.03% 534
2025
Q2 		$23.2M Buy
1,100,965
+726,455
+194% +$15.1M 0.04% 447
2025
Q1 		$7.86M Buy
374,510
+311,127
+491% +$6.47M 0.02% 811
2024
Q4 		$1.31M Buy
63,383
+54,301
+598% +$1.14M ﹤0.01% 1993
2024
Q3 		$196K Buy
9,082
+4,832
+114% +$103K ﹤0.01% 3657
2024
Q2 		$88K Buy
4,250
+225
+6% +$4.64K ﹤0.01% 4244
2024
Q1 		$84.2K Buy
4,025
+3,775
+1,510% +$79K ﹤0.01% 4368
2023
Q4 		$5.3K Buy
+250
New +$5.16K ﹤0.01% 6145

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B 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

Osaic Holdings's FTCB Position: Q1 2026 in Review

Osaic Holdings increased its First Trust Core Investment Grade ETF (FTCB) stake by 9.3% in Q1 2026, buying an estimated $2.19M and bringing the position to 1,215,032 shares worth $25.5M. The position accounts for 0.04% of the portfolio, ranked #491.

Osaic Holdings first reported a position in FTCB in Q4 2023 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Osaic Holdings held 1,215,032 shares of First Trust Core Investment Grade ETF worth $25.5M as of Q1 2026.
  • Osaic Holdings bought 103,217 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $2.19M.
  • First Trust Core Investment Grade ETF made up 0.04% of Osaic Holdings's portfolio in Q1 2026, its #491 holding.
  • Osaic Holdings first reported a position in First Trust Core Investment Grade ETF in Q4 2023 and has held it in 10 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.