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Philip James Wealth Mangement’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Philip James Wealth Mangement’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 		$4.02M Sell
192,027
-96,210
-33% -$2.04M 0.46% 44
2025
Q4 		$6.12M Sell
288,237
-6,875
-2% -$147K 0.71% 34
2025
Q3 		$6.29M Sell
295,112
-8,352
-3% -$176K 0.73% 33
2025
Q2 		$6.39M Buy
303,464
+3,911
+1% +$81.4K 0.82% 30
2025
Q1 		$6.29M Buy
299,553
+43,042
+17% +$895K 0.76% 28
2024
Q4 		$5.3M Buy
+256,511
New +$5.38M 0.68% 36

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

Philip James Wealth Mangement's FTCB Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its First Trust Core Investment Grade ETF (FTCB) stake by 33% in Q1 2026, selling an estimated $2.04M and leaving 192,027 shares worth $4.02M. The position accounts for 0.46% of the portfolio, ranked #44.

Philip James Wealth Mangement first reported a position in FTCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.39M in Q2 2025. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Philip James Wealth Mangement held 192,027 shares of First Trust Core Investment Grade ETF worth $4.02M as of Q1 2026.
  • Philip James Wealth Mangement sold 96,210 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $2.04M.
  • First Trust Core Investment Grade ETF made up 0.46% of Philip James Wealth Mangement's portfolio in Q1 2026, its #44 holding.
  • Philip James Wealth Mangement first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 6 quarters since.
  • Philip James Wealth Mangement's First Trust Core Investment Grade ETF position peaked at $6.39M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.