AI
FTCB icon

Atria Investments’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Atria Investments’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 		$3.51M Buy
168,379
+16,276
+11% +$340K 0.04% 507
2026
Q1 		$3.19M Buy
152,103
+8,861
+6% +$188K 0.04% 521
2025
Q4 		$3.04M Buy
143,242
+27,149
+23% +$580K 0.03% 556
2025
Q3 		$2.47M Buy
116,093
+7,965
+7% +$168K 0.03% 641
2025
Q2 		$2.28M Buy
108,128
+26,730
+33% +$556K 0.03% 674
2025
Q1 		$1.71M Buy
81,398
+20,520
+34% +$427K 0.02% 768
2024
Q4 		$1.26M Buy
+60,878
New +$1.28M 0.02% 870

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 22.9% 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

Atria Investments's FTCB Position: Q2 2026 in Review

Atria Investments increased its First Trust Core Investment Grade ETF (FTCB) stake by 11% in Q2 2026, buying an estimated $340K and bringing the position to 168,379 shares worth $3.51M. The position accounts for 0.04% of the portfolio, ranked #507.

Atria Investments first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Atria Investments held 168,379 shares of First Trust Core Investment Grade ETF worth $3.51M as of Q2 2026.
  • Atria Investments bought 16,276 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $340K.
  • First Trust Core Investment Grade ETF made up 0.04% of Atria Investments's portfolio in Q2 2026, its #507 holding.
  • Atria Investments first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.