BCI
FTCB icon

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

Brinker Capital 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 		$8.84M Buy
424,100
+26,917
+7% +$563K 0.07% 253
2026
Q1 		$8.32M Buy
397,183
+16,603
+4% +$352K 0.07% 242
2025
Q4 		$8.08M Buy
380,580
+87,524
+30% +$1.87M 0.06% 293
2025
Q3 		$6.25M Buy
293,056
+8,084
+3% +$171K 0.05% 351
2025
Q2 		$6M Buy
284,972
+45,384
+19% +$944K 0.05% 333
2025
Q1 		$5.03M Buy
239,588
+54,849
+30% +$1.14M 0.05% 347
2024
Q4 		$3.81M Buy
+184,739
New +$3.87M 0.04% 406

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

Brinker Capital Investments's FTCB Position: Q2 2026 in Review

Brinker Capital Investments increased its First Trust Core Investment Grade ETF (FTCB) stake by 6.8% in Q2 2026, buying an estimated $563K and bringing the position to 424,100 shares worth $8.84M. The position accounts for 0.07% of the portfolio, ranked #253.

Brinker Capital 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.

  • Brinker Capital Investments held 424,100 shares of First Trust Core Investment Grade ETF worth $8.84M as of Q2 2026.
  • Brinker Capital Investments bought 26,917 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $563K.
  • First Trust Core Investment Grade ETF made up 0.07% of Brinker Capital Investments's portfolio in Q2 2026, its #253 holding.
  • Brinker Capital 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 Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.