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First Trust Core Investment Grade ETF
FTCB

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
101
Daymark Wealth Partners
Ohio
$882K +$888K +41,566 New
GM
102
GeoWealth Management
Illinois
$851K +$123K +5,756 +17%
OWM
103
Omnitrust Wealth Management
Florida
$831K +$836K +39,120 New
GPW
104
Gentry Private Wealth
Kansas
$820K +$160K +7,477 +24%
CA
105
Calton & Associates
Florida
$816K +$138K +6,445 +20%
PCS
106
Private Client Services
Kentucky
$755K -$3.53K -165 -0.5%
OC
107
Oppenheimer & Co
New York
$742K +$294K +13,755 +65%
AAS
108
Asset Allocation Strategies
Michigan
$728K +$184K +8,613 +34%
OFS
109
OneAscent Financial Services
Alabama
$681K +$88.7K +4,150 +15%
FA
110
Faithward Advisors
Pennsylvania
$627K +$189K +8,845 +43%
SB
111
Strategic Blueprint
Georgia
$611K +$73.5K +3,438 +14%
GSWM
112
Golden State Wealth Management
California
$540K -$72.8K -3,407 -12%
SIM
113
Synergy Investment Management
Florida
$515K -$42.7K -2,000 -8%
AFP
114
Ausdal Financial Partners
Iowa
$513K -$14.4K -672 -3%
IA
115
Integrity Alliance
Iowa
$508K +$74.2K +3,471 +17%
PS
116
Principal Securities
Iowa
$506K +$119K +5,579 +31%
BWA
117
BlueChip Wealth Advisors
Georgia
$468K – – –
Betterment LLC
118
Betterment LLC
New York
$434K +$40.6K +1,902 +10%
MWA
119
Medallion Wealth Advisors
Connecticut
$424K +$348K +16,290 +440%
RF
120
Rossby Financial
Florida
$408K +$19.5K +914 +5%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$395K +$397K +18,594 New
KIM
122
Kestra Investment Management
Texas
$392K +$142K +6,653 +56%
SAI
123
Savvy Advisors Inc
New York
$377K +$47.2K +2,209 +14%
TA
124
TrueWealth Advisors
Alabama
$374K +$19.5K +914 +5%
MWM
125
Maridea Wealth Management
New York
$373K +$375K +17,565 New
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5
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