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

Synergy Investment 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
2026
Q2 		$461K Hold
22,111
– – 0.11% 103
2026
Q1 		$463K Sell
22,111
-2,136
-9% -$45.3K 0.15% 82
2025
Q4 		$515K Sell
24,247
-2,000
-8% -$42.7K 0.18% 75
2025
Q3 		$559K Buy
+26,247
New +$554K 0.21% 65
2025
Q2 		– Sell
-13,667
Closed -$287K – 262
2025
Q1 		$287K Buy
+13,667
New +$284K 0.12% 101

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Synergy Investment Management's FTCB Position: Q2 2026 in Review

Synergy Investment Management held its First Trust Core Investment Grade ETF (FTCB) position steady in Q2 2026 at 22,111 shares worth $461K. The position accounts for 0.11% of the portfolio, ranked #103.

Synergy Investment Management first reported a position in FTCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $559K in Q3 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Synergy Investment Management held 22,111 shares of First Trust Core Investment Grade ETF worth $461K as of Q2 2026.
  • Synergy Investment Management left its First Trust Core Investment Grade ETF share count unchanged in Q2 2026.
  • First Trust Core Investment Grade ETF made up 0.11% of Synergy Investment Management's portfolio in Q2 2026, its #103 holding.
  • Synergy Investment Management first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 5 quarters since.
  • Synergy Investment Management's First Trust Core Investment Grade ETF position peaked at $559K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.