LVZ Inc. Has $65.52 Million Holdings in First Trust Core Investment Grade ETF $FTCB

LVZ Inc. lifted its position in shares of First Trust Core Investment Grade ETF (NYSEARCA:FTCB) by 1.0% during the 3rd quarter, HoldingsChannel reports. The fund owned 3,074,804 shares of the company’s stock after purchasing an additional 31,783 shares during the period. First Trust Core Investment Grade ETF comprises approximately 7.4% of LVZ Inc.’s portfolio, making the stock its 6th largest holding. LVZ Inc.’s holdings in First Trust Core Investment Grade ETF were worth $65,524,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of the business. Concurrent Investment Advisors LLC grew its holdings in First Trust Core Investment Grade ETF by 18.6% during the 3rd quarter. Concurrent Investment Advisors LLC now owns 285,803 shares of the company’s stock worth $6,090,000 after acquiring an additional 44,857 shares during the period. MGO One Seven LLC lifted its holdings in shares of First Trust Core Investment Grade ETF by 5.2% in the 3rd quarter. MGO One Seven LLC now owns 30,251 shares of the company’s stock worth $645,000 after purchasing an additional 1,500 shares in the last quarter. Benjamin Edwards Inc. grew its holdings in shares of First Trust Core Investment Grade ETF by 22.6% during the third quarter. Benjamin Edwards Inc. now owns 574,550 shares of the company’s stock valued at $12,244,000 after buying an additional 105,797 shares during the last quarter. Spire Wealth Management boosted its stake in First Trust Core Investment Grade ETF by 13.6% during the 3rd quarter. Spire Wealth Management now owns 119,959 shares of the company’s stock valued at $2,556,000 after purchasing an additional 14,373 shares during the last quarter. Finally, Strategic Blueprint LLC boosted its position in shares of First Trust Core Investment Grade ETF by 86.5% during the third quarter. Strategic Blueprint LLC now owns 25,344 shares of the company’s stock valued at $540,000 after buying an additional 11,752 shares during the last quarter.

First Trust Core Investment Grade ETF Trading Up 0.0%

NYSEARCA:FTCB opened at $21.27 on Wednesday. The firm has a 50-day moving average price of $21.30 and a two-hundred day moving average price of $21.24. First Trust Core Investment Grade ETF has a 52 week low of $18.76 and a 52 week high of $21.87.

First Trust Core Investment Grade ETF Dividend Announcement

The firm also recently announced a monthly dividend, which was paid on Friday, November 28th. Stockholders of record on Friday, November 21st were paid a $0.083 dividend. The ex-dividend date was Friday, November 21st. This represents a c) annualized dividend and a dividend yield of 4.7%.

First Trust Core Investment Grade ETF Company 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.