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Calton & Associates’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Calton & Associates’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 		$809K Buy
38,800
+507
+1% +$10.6K 0.12% 158
2026
Q1 		$803K Sell
38,293
-126
-0.3% -$2.67K 0.12% 170
2025
Q4 		$816K Buy
38,419
+6,445
+20% +$138K 0.12% 168
2025
Q3 		$681K Buy
31,974
+8,545
+36% +$180K 0.1% 181
2025
Q2 		$493K Buy
+23,429
New +$488K 0.09% 204

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

Calton & Associates's FTCB Position: Q2 2026 in Review

Calton & Associates increased its First Trust Core Investment Grade ETF (FTCB) stake by 1.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 38,800 shares worth $809K. The position accounts for 0.12% of the portfolio, ranked #158.

Calton & Associates first reported a position in FTCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $816K in Q4 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Calton & Associates held 38,800 shares of First Trust Core Investment Grade ETF worth $809K as of Q2 2026.
  • Calton & Associates bought 507 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $10.6K.
  • First Trust Core Investment Grade ETF made up 0.12% of Calton & Associates's portfolio in Q2 2026, its #158 holding.
  • Calton & Associates first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
  • Calton & Associates's First Trust Core Investment Grade ETF position peaked at $816K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.