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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EWS

Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Perigon Wealth Management's FTCB Position: Q2 2026 in Review

Perigon Wealth Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 0.66% in Q2 2026, buying an estimated $12.4K and bringing the position to 90,100 shares worth $1.88M. The position accounts for 0.03% of the portfolio, ranked #426.

Perigon Wealth Management first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Perigon Wealth Management held 90,100 shares of First Trust Core Investment Grade ETF worth $1.88M as of Q2 2026.
Perigon Wealth Management bought 593 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $12.4K.
First Trust Core Investment Grade ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #426 holding.
Perigon Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.