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SMART Wealth’s First Trust Core Investment Grade ETF FTCB Stock Holding History

SMART Wealth’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
2025
Q3 		– Sell
-211,298
Closed -$4.45M – 157
2025
Q2 		$4.45M Buy
+211,298
New +$4.4M 1.4% 21

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
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

SMART Wealth's FTCB Position: Q3 2025 in Review

SMART Wealth sold out of First Trust Core Investment Grade ETF (FTCB) in Q3 2025, closing a stake of 211,298 shares — an estimated $4.45M sold.

SMART Wealth first reported a position in FTCB in Q2 2025 and held it in 1 quarter. The position peaked at $4.45M in Q2 2025. 144 funds tracked by Wall St. Rank hold FTCB as of Q3 2025.

  • SMART Wealth reported no remaining First Trust Core Investment Grade ETF position as of Q3 2025 after selling out during the quarter.
  • SMART Wealth sold 211,298 First Trust Core Investment Grade ETF shares in Q3 2025, an estimated $4.45M.
  • SMART Wealth first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and held it in 1 quarter.
  • SMART Wealth's First Trust Core Investment Grade ETF position peaked at $4.45M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2025.

Based on SMART Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.