First Community Trust NA
First Community Trust, N.A. (FCT) is an independent, nationally chartered trust company headquartered in Dubuque, Iowa. Founded in 2001, FCT provides comprehensive trust, investment, and retirement services to individuals and organizations, mainly through credit union partnerships across Iowa and western Illinois. Its services include investment management, financial planning, estate administration, IRA rollovers, and retirement plans. FCT's team has over 450 years of cumulative experience and focuses on fiduciary advice, serving both personal and institutional clients with tailored solutions. Part of Affiliates Management Company (AMC), FCT helps improve clients' financial lives and has under 25 employees.
Investment Strategy
FCT delivers fiduciary investment advice customized to clients’ needs, emphasizing personalized financial planning and active portfolio management. The firm prioritizes a holistic approach, helping clients at every financial milestone through diversified investment options, estate planning, and retirement solutions. For organizations, FCT manages endowments and qualified retirement plans, partnering with credit unions to deliver innovative wealth management while adhering to regulatory provisions like those of the NCUA. All services are offered for a straightforward fee structure—no sales commissions—reinforcing their client-first philosophy.
Top Holdings
Equity Positions (340)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | Apple Inc Com | 11.18% | $14.4M | 56,735 | $177.94 | $254.63 | +$2.5M |
M MSFT | Microsoft Corp Com | 8.27% | $10.7M | 20,623 | $331.76 | $517.95 | +$395.7K |
N NVDA | Nvidia Corp Com | 6.85% | $8.8M | 47,420 | $80.58 | $186.58 | +$1.3M |
A AMAT | Applied Matls Inc Com | 6.06% | $7.8M | 38,224 | $159.54 | $204.74 | +$572.0K |
D DE | Deere & Co Com | 5.07% | $6.6M | 14,330 | $388.25 | $457.26 | -$752.9K |