Capital Investment Advisory Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Capital Investment Advisory Services’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	$2.63K	Sell	126 -238	-65%	-$4.98K	﹤0.01%	1248
2026 Q1	$7.63K	Buy	364 +16	+5%	+$339	﹤0.01%	1092
2025 Q4	$7.39K	Buy	+348	New	+$7.44K	﹤0.01%	1048
2024 Q4	–	Sell	-284	Closed	-$6.14K	–	952
2024 Q3	$6.14K	Hold	284	–	–	﹤0.01%	881
2024 Q2	$5.88K	Hold	284	–	–	﹤0.01%	862
2024 Q1	$5.94K	Buy	+284	New	+$5.94K	﹤0.01%	854

Other funds holding FTCB

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

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $215M AUM

AMG

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return

Capital Investment Advisory Services's FTCB Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its First Trust Core Investment Grade ETF (FTCB) stake by 65% in Q2 2026, selling an estimated $4.98K and leaving 126 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Capital Investment Advisory Services first reported a position in FTCB in Q1 2024 and has held it in 6 quarters since. The position peaked at $7.63K in Q1 2026. 52 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Capital Investment Advisory Services held 126 shares of First Trust Core Investment Grade ETF worth $2.63K as of Q2 2026.
Capital Investment Advisory Services sold 238 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $4.98K.
First Trust Core Investment Grade ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1248 holding.
Capital Investment Advisory Services first reported a position in First Trust Core Investment Grade ETF in Q1 2024 and has held it in 6 quarters since.
Capital Investment Advisory Services's First Trust Core Investment Grade ETF position peaked at $7.63K in Q1 2026.
52 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.