Benjamin Edwards Inc’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Benjamin Edwards Inc’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	$25.8M	Buy	1,237,110 +94,134	+8%	+$1.97M	0.24%	119
2026 Q1	$24M	Buy	1,142,976 +327,895	+40%	+$6.95M	0.24%	119
2025 Q4	$17.3M	Buy	815,081 +240,531	+42%	+$5.14M	0.19%	129
2025 Q3	$12.2M	Buy	574,550 +105,797	+23%	+$2.23M	0.14%	160
2025 Q2	$9.87M	Buy	468,753 +182,997	+64%	+$3.81M	0.13%	172
2025 Q1	$6M	Buy	285,756 +155,198	+119%	+$3.23M	0.08%	229
2024 Q4	$2.7M	Buy	130,558 +90,377	+225%	+$1.9M	0.04%	373
2024 Q3	$869K	Buy	+40,181	New	+$857K	0.01%	634

Other funds holding FTCB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Benjamin Edwards Inc's FTCB Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Trust Core Investment Grade ETF (FTCB) stake by 8.2% in Q2 2026, buying an estimated $1.97M and bringing the position to 1,237,110 shares worth $25.8M. The position accounts for 0.24% of the portfolio, ranked #119.

Benjamin Edwards Inc first reported a position in FTCB in Q3 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Benjamin Edwards Inc held 1,237,110 shares of First Trust Core Investment Grade ETF worth $25.8M as of Q2 2026.
Benjamin Edwards Inc bought 94,134 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $1.97M.
First Trust Core Investment Grade ETF made up 0.24% of Benjamin Edwards Inc's portfolio in Q2 2026, its #119 holding.
Benjamin Edwards Inc first reported a position in First Trust Core Investment Grade ETF in Q3 2024 and has held it in 8 quarters since.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.