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 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

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

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return