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ABLE Financial Group’s First Trust Core Investment Grade ETF FTCB Stock Holding History

ABLE Financial Group’s Portfolio FTCB Stock Details FTCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Sell
9,624
-300
-3% -$6.27K 0.03% 218
2026
Q1 		$208K Sell
9,924
-1,019
-9% -$21.6K 0.04% 203
2025
Q4 		$232K Buy
10,943
+250
+2% +$5.34K 0.05% 193
2025
Q3 		$228K Buy
10,693
+380
+4% +$8.02K 0.05% 191
2025
Q2 		$217K Buy
10,313
+293
+3% +$6.1K 0.05% 195
2025
Q1 		$210K Buy
+10,020
New +$208K 0.06% 189

Other funds holding FTCB

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

ABLE Financial Group's FTCB Position: Q2 2026 in Review

ABLE Financial Group reduced its First Trust Core Investment Grade ETF (FTCB) stake by 3% in Q2 2026, selling an estimated $6.27K and leaving 9,624 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #218.

ABLE Financial Group first reported a position in FTCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $232K in Q4 2025. 52 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • ABLE Financial Group held 9,624 shares of First Trust Core Investment Grade ETF worth $201K as of Q2 2026.
  • ABLE Financial Group sold 300 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $6.27K.
  • First Trust Core Investment Grade ETF made up 0.03% of ABLE Financial Group's portfolio in Q2 2026, its #218 holding.
  • ABLE Financial Group first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
  • ABLE Financial Group's First Trust Core Investment Grade ETF position peaked at $232K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.