First Trust Core Investment Grade ETF $FTCB Shares Acquired by Cyndeo Wealth Partners LLC

Cyndeo Wealth Partners LLC boosted its stake in First Trust Core Investment Grade ETF (NYSEARCA:FTCB) by 5.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 979,014 shares of the company’s stock after purchasing an additional 46,429 shares during the quarter. First Trust Core Investment Grade ETF comprises 1.1% of Cyndeo Wealth Partners LLC’s portfolio, making the stock its 18th largest position. Cyndeo Wealth Partners LLC’s holdings in First Trust Core Investment Grade ETF were worth $20,784,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Ameriflex Group Inc. purchased a new position in First Trust Core Investment Grade ETF during the third quarter worth approximately $35,000. Cullen Frost Bankers Inc. acquired a new position in shares of First Trust Core Investment Grade ETF in the 3rd quarter valued at $62,000. Qube Research & Technologies Ltd purchased a new stake in shares of First Trust Core Investment Grade ETF during the 3rd quarter valued at $95,000. Geneos Wealth Management Inc. increased its holdings in shares of First Trust Core Investment Grade ETF by 160.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 6,436 shares of the company’s stock worth $136,000 after buying an additional 3,968 shares during the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC acquired a new stake in shares of First Trust Core Investment Grade ETF during the 3rd quarter worth $145,000.

First Trust Core Investment Grade ETF Stock Down 0.9%

Shares of FTCB opened at $20.89 on Friday. First Trust Core Investment Grade ETF has a twelve month low of $18.76 and a twelve month high of $21.87. The stock’s fifty day simple moving average is $21.25 and its 200 day simple moving average is $21.32.

First Trust Core Investment Grade ETF Dividend Announcement

The company also recently declared a monthly dividend, which was paid on Friday, February 27th. Shareholders of record on Friday, February 20th were paid a dividend of $0.09 per share. The ex-dividend date was Friday, February 20th. This represents a c) annualized dividend and a yield of 5.2%.

About First Trust Core Investment Grade ETF

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.