TradeWell Securities’s First Trust Core Investment Grade ETF FTCB Stock Holding History

TradeWell Securities’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 Q3	$1.02M	Buy	51,732 +25,029	+94%	+$513K	0.35%	28
2026 Q2	$557K	Buy	26,703 +11,200	+72%	+$234K	0.2%	35
2026 Q1	$325K	Buy	+15,503	New	+$329K	0.14%	39

Other funds holding FTCB

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TradeWell Securities's FTCB Position: Q3 2026 in Review

TradeWell Securities increased its First Trust Core Investment Grade ETF (FTCB) stake by 94% in Q3 2026, buying an estimated $513K and bringing the position to 51,732 shares worth $1.02M. The position accounts for 0.35% of the portfolio, ranked #28.

TradeWell Securities first reported a position in FTCB in Q1 2026 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

TradeWell Securities held 51,732 shares of First Trust Core Investment Grade ETF worth $1.02M as of Q3 2026.
TradeWell Securities bought 25,029 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $513K.
First Trust Core Investment Grade ETF made up 0.35% of TradeWell Securities's portfolio in Q3 2026, its #28 holding.
TradeWell Securities first reported a position in First Trust Core Investment Grade ETF in Q1 2026 and has held it in 3 quarters since.
77 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.