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Private Client Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Private Client Services’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 		$919K Buy
46,550
+8,834
+23% +$181K 0.25% 81
2026
Q2 		$787K Buy
37,716
+1,360
+4% +$28.4K 0.21% 93
2026
Q1 		$762K Buy
36,356
+801
+2% +$17K 0.23% 83
2025
Q4 		$755K Sell
35,555
-165
-0.5% -$3.53K 0.24% 80
2025
Q3 		$761K Buy
35,720
+15,276
+75% +$322K 0.25% 73
2025
Q2 		$431K Buy
20,444
+2,686
+15% +$55.9K 0.17% 121
2025
Q1 		$373K Buy
+17,758
New +$369K 0.18% 108

Other funds holding FTCB

FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CCM
Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return

Private Client Services's FTCB Position: Q3 2026 in Review

Private Client Services increased its First Trust Core Investment Grade ETF (FTCB) stake by 23% in Q3 2026, buying an estimated $181K and bringing the position to 46,550 shares worth $919K. The position accounts for 0.25% of the portfolio, ranked #81.

Private Client Services first reported a position in FTCB in Q1 2025 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

  • Private Client Services held 46,550 shares of First Trust Core Investment Grade ETF worth $919K as of Q3 2026.
  • Private Client Services bought 8,834 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $181K.
  • First Trust Core Investment Grade ETF made up 0.25% of Private Client Services's portfolio in Q3 2026, its #81 holding.
  • Private Client Services first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 7 quarters since.
  • 14 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.