Iams Wealth Management LLC Sells 188,042 Shares of First Trust Core Investment Grade ETF $FTCB

Iams Wealth Management LLC trimmed its holdings in shares of First Trust Core Investment Grade ETF (NYSEARCA:FTCB) by 47.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 205,060 shares of the company’s stock after selling 188,042 shares during the quarter. First Trust Core Investment Grade ETF accounts for about 1.2% of Iams Wealth Management LLC’s portfolio, making the stock its 18th largest position. Iams Wealth Management LLC owned approximately 0.15% of First Trust Core Investment Grade ETF worth $4,048,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Legacy Wealth Managment LLC ID boosted its holdings in First Trust Core Investment Grade ETF by 4.0% in the second quarter. Legacy Wealth Managment LLC ID now owns 13,567 shares of the company’s stock worth $283,000 after acquiring an additional 525 shares in the last quarter. TrueWealth Advisors LLC increased its holdings in shares of First Trust Core Investment Grade ETF by 4.0% during the second quarter. TrueWealth Advisors LLC now owns 17,481 shares of the company’s stock valued at $365,000 after acquiring an additional 674 shares in the last quarter. ABLE Financial Group LLC increased its holdings in shares of First Trust Core Investment Grade ETF by 9.7% during the third quarter. ABLE Financial Group LLC now owns 10,558 shares of the company’s stock valued at $208,000 after acquiring an additional 934 shares in the last quarter. Raleigh Capital Management Inc. increased its holdings in shares of First Trust Core Investment Grade ETF by 14.2% during the first quarter. Raleigh Capital Management Inc. now owns 7,813 shares of the company’s stock valued at $164,000 after acquiring an additional 972 shares in the last quarter. Finally, Gentry Private Wealth LLC raised its position in shares of First Trust Core Investment Grade ETF by 2.6% in the 1st quarter. Gentry Private Wealth LLC now owns 39,630 shares of the company’s stock valued at $831,000 after purchasing an additional 1,006 shares during the last quarter.

First Trust Core Investment Grade ETF Stock Up 0.5%

Shares of First Trust Core Investment Grade ETF stock opened at $19.96 on Friday. The company has a 50 day moving average price of $20.24 and a 200 day moving average price of $20.63. First Trust Core Investment Grade ETF has a 52 week low of $19.65 and a 52 week high of $21.60.

First Trust Core Investment Grade ETF Profile

The First Trust Core Investment Grade ETF (FTCB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed ETF that provides broad exposure to investment-grade debt securities of various maturities from around the world, including emerging markets. FTCB was launched on Nov 7, 2023 and is issued by First Trust.