PWM
FTCB icon

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
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

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

Perigon Wealth Management's FTCB Position: Q1 2026 in Review

Perigon Wealth Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 13% in Q1 2026, buying an estimated $212K and bringing the position to 89,507 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #390.

Perigon Wealth Management first reported a position in FTCB in Q4 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Perigon Wealth Management held 89,507 shares of First Trust Core Investment Grade ETF worth $1.88M as of Q1 2026.
  • Perigon Wealth Management bought 9,996 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $212K.
  • First Trust Core Investment Grade ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #390 holding.
  • Perigon Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.