Stenger Family Office’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Stenger Family Office’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
2024 Q4	$2.21M	Buy	+117,183	New	+$2.46M	0.75%	32

Other funds holding FTCB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stenger Family Office's FTCB Position: Q4 2024 in Review

Stenger Family Office opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q4 2024: 117,183 shares worth $2.21M. The stake represents 0.75% of the portfolio and ranks #32 among its holdings.

63 funds tracked by Wall St. Rank hold FTCB as of Q4 2024.

Stenger Family Office held 117,183 shares of First Trust Core Investment Grade ETF worth $2.21M as of Q4 2024.
First Trust Core Investment Grade ETF was a new Stenger Family Office position in Q4 2024.
First Trust Core Investment Grade ETF made up 0.75% of Stenger Family Office's portfolio in Q4 2024, its #32 holding.
63 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q4 2024.

Based on Stenger Family Office's 13F filing for Q4 2024, filed 13 Feb 2025.