TrueWealth Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

TrueWealth Advisors’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	$364K	Buy	18,436 +955	+5%	+$19.6K	0.08%	182
2026 Q2	$365K	Buy	17,481 +674	+4%	+$14.1K	0.08%	177
2026 Q1	$352K	Sell	16,807 -804	-5%	-$17K	0.09%	183
2025 Q4	$374K	Buy	17,611 +914	+5%	+$19.5K	0.1%	168
2025 Q3	$356K	Buy	16,697 +3,063	+22%	+$64.7K	0.1%	162
2025 Q2	$287K	Buy	+13,634	New	+$284K	0.09%	179

Other funds holding FTCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 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

Pine Valley Investments Marlton, New Jersey $2.49B AUM 25.32% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

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

TrueWealth Advisors's FTCB Position: Q3 2026 in Review

TrueWealth Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 5.5% in Q3 2026, buying an estimated $19.6K and bringing the position to 18,436 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #182.

TrueWealth Advisors first reported a position in FTCB in Q2 2025 and has held it in 6 quarters since. The position peaked at $374K in Q4 2025. 111 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

TrueWealth Advisors held 18,436 shares of First Trust Core Investment Grade ETF worth $364K as of Q3 2026.
TrueWealth Advisors bought 955 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $19.6K.
First Trust Core Investment Grade ETF made up 0.08% of TrueWealth Advisors's portfolio in Q3 2026, its #182 holding.
TrueWealth Advisors first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 6 quarters since.
TrueWealth Advisors's First Trust Core Investment Grade ETF position peaked at $374K in Q4 2025.
111 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.