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

Sugarloaf Wealth Management’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	$7.99K	Buy	+387	New	+$8.12K	﹤0.01%	528

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

Sugarloaf Wealth Management's FTCB Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q4 2024: 387 shares worth $7.99K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings.

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

Sugarloaf Wealth Management held 387 shares of First Trust Core Investment Grade ETF worth $7.99K as of Q4 2024.
First Trust Core Investment Grade ETF was a new Sugarloaf Wealth Management position in Q4 2024.
First Trust Core Investment Grade ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #528 holding.
63 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.