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Sequent Planning’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Sequent Planning’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 		$404K Buy
+19,283
New +$409K 0.1% 148

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

Sequent Planning's FTCB Position: Q1 2026 in Review

Sequent Planning opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q1 2026: 19,283 shares worth $404K. The stake represents 0.1% of the portfolio and ranks #148 among its holdings.

191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Sequent Planning held 19,283 shares of First Trust Core Investment Grade ETF worth $404K as of Q1 2026.
  • First Trust Core Investment Grade ETF was a new Sequent Planning position in Q1 2026.
  • First Trust Core Investment Grade ETF made up 0.1% of Sequent Planning's portfolio in Q1 2026, its #148 holding.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.