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Balboa Wealth Partners’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Balboa Wealth Partners’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
Q1 		– Sell
-68,998
Closed -$1.46M – 468
2025
Q4 		$1.46M Buy
68,998
+7,447
+12% +$159K 0.24% 71
2025
Q3 		$1.31M Buy
61,551
+1,310
+2% +$27.7K 0.23% 70
2025
Q2 		$1.27M Buy
+60,241
New +$1.25M 0.25% 72

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Balboa Wealth Partners's FTCB Position: Q1 2026 in Review

Balboa Wealth Partners sold out of First Trust Core Investment Grade ETF (FTCB) in Q1 2026, closing a stake of 68,998 shares — an estimated $1.46M sold.

Balboa Wealth Partners first reported a position in FTCB in Q2 2025 and held it in 3 quarters. The position peaked at $1.46M in Q4 2025. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Balboa Wealth Partners reported no remaining First Trust Core Investment Grade ETF position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 68,998 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $1.46M.
  • Balboa Wealth Partners first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and held it in 3 quarters.
  • Balboa Wealth Partners's First Trust Core Investment Grade ETF position peaked at $1.46M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.