Perigon Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Perigon Wealth Management’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	$1.96M	Buy	99,498 +9,398	+10%	+$192K	0.03%	412
2026 Q2	$1.88M	Buy	90,100 +593	+0.7%	+$12.4K	0.03%	426
2026 Q1	$1.88M	Buy	89,507 +9,996	+13%	+$212K	0.03%	390
2025 Q4	$1.69M	Buy	79,511 +16,957	+27%	+$362K	0.03%	407
2025 Q3	$1.33M	Sell	62,554 -978	-2%	-$20.6K	0.03%	436
2025 Q2	$1.34M	Buy	63,532 +8,907	+16%	+$185K	0.03%	410
2025 Q1	$1.15M	Buy	54,625 +14,904	+38%	+$310K	0.03%	420
2024 Q4	$821K	Buy	+39,721	New	+$833K	0.02%	500

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

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

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Perigon Wealth Management's FTCB Position: Q3 2026 in Review

Perigon Wealth Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 10% in Q3 2026, buying an estimated $192K and bringing the position to 99,498 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #412.

Perigon Wealth Management first reported a position in FTCB in Q4 2024 and has held it in 8 quarters since. 50 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Perigon Wealth Management held 99,498 shares of First Trust Core Investment Grade ETF worth $1.96M as of Q3 2026.
Perigon Wealth Management bought 9,398 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $192K.
First Trust Core Investment Grade ETF made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #412 holding.
Perigon Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 8 quarters since.
50 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.