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AE Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

AE Wealth Management’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 		$1.86M Sell
89,149
-129,562
-59% -$2.71M 0.01% 686
2026
Q1 		$4.58M Buy
218,711
+8,226
+4% +$174K 0.02% 440
2025
Q4 		$4.47M Buy
210,485
+27,318
+15% +$584K 0.03% 420
2025
Q3 		$3.9M Buy
183,167
+382
+0.2% +$8.06K 0.02% 405
2025
Q2 		$3.85M Sell
182,785
-21,688
-11% -$451K 0.03% 404
2025
Q1 		$4.29M Buy
204,473
+20,932
+11% +$435K 0.04% 367
2024
Q4 		$3.79M Buy
+183,541
New +$3.85M 0.03% 394

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.91B AUM 19.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AE Wealth Management's FTCB Position: Q2 2026 in Review

AE Wealth Management reduced its First Trust Core Investment Grade ETF (FTCB) stake by 59% in Q2 2026, selling an estimated $2.71M and leaving 89,149 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #686.

AE Wealth Management first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.58M in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • AE Wealth Management held 89,149 shares of First Trust Core Investment Grade ETF worth $1.86M as of Q2 2026.
  • AE Wealth Management sold 129,562 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $2.71M.
  • First Trust Core Investment Grade ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #686 holding.
  • AE Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • AE Wealth Management's First Trust Core Investment Grade ETF position peaked at $4.58M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.