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

Visionary Wealth 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
2025
Q3 		– Sell
-196,674
Closed -$4.14M – 602
2025
Q2 		$4.14M Buy
196,674
+6,570
+3% +$137K 0.21% 115
2025
Q1 		$3.99M Buy
+190,104
New +$3.95M 0.24% 112

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $347M AUM 25.13% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Visionary Wealth Advisors's FTCB Position: Q3 2025 in Review

Visionary Wealth Advisors sold out of First Trust Core Investment Grade ETF (FTCB) in Q3 2025, closing a stake of 196,674 shares — an estimated $4.14M sold.

Visionary Wealth Advisors first reported a position in FTCB in Q1 2025 and held it in 2 quarters. The position peaked at $4.14M in Q2 2025. 144 funds tracked by Wall St. Rank hold FTCB as of Q3 2025.

  • Visionary Wealth Advisors reported no remaining First Trust Core Investment Grade ETF position as of Q3 2025 after selling out during the quarter.
  • Visionary Wealth Advisors sold 196,674 First Trust Core Investment Grade ETF shares in Q3 2025, an estimated $4.14M.
  • Visionary Wealth Advisors first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and held it in 2 quarters.
  • Visionary Wealth Advisors's First Trust Core Investment Grade ETF position peaked at $4.14M in Q2 2025.
  • 144 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2025.

Based on Visionary Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.