Commonwealth Equity Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Commonwealth Equity 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 Q3	$16.3M	Buy	823,290 +336	+0%	+$6.88K	0.02%	667
2026 Q2	$17.2M	Buy	822,954 +102,911	+14%	+$2.15M	0.02%	665
2026 Q1	$15.1M	Buy	720,043 +453,120	+170%	+$9.6M	0.02%	679
2025 Q4	$5.67M	Buy	266,923 +101,523	+61%	+$2.17M	0.01%	1229
2025 Q3	$3.52M	Buy	165,400 +43,174	+35%	+$911K	﹤0.01%	1602
2025 Q2	$2.57M	Sell	122,226 -219,904	-64%	-$4.58M	﹤0.01%	1795
2025 Q1	$7.18M	Buy	342,130 +8,187	+2%	+$170K	0.01%	1056
2024 Q4	$6.9M	Buy	333,943 +20,861	+7%	+$437K	0.01%	1037
2024 Q3	$6.77M	Buy	+313,082	New	+$6.68M	0.01%	1036

Other funds holding FTCB

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Centennial Wealth Advisory Traverse City, Michigan $486M AUM 13.83% 1-Year Est. Return

Wealth Intelligence Columbus, Georgia $209M AUM 3.29% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CCM

Consolidated Capital Management Burbank, California $364M AUM 42.75% 1-Year Est. Return

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Commonwealth Equity Services's FTCB Position: Q3 2026 in Review

Commonwealth Equity Services increased its First Trust Core Investment Grade ETF (FTCB) stake by 0.04% in Q3 2026, buying an estimated $6.88K and bringing the position to 823,290 shares worth $16.3M. The position accounts for 0.02% of the portfolio, ranked #667.

Commonwealth Equity Services first reported a position in FTCB in Q3 2024 and has held it in 9 quarters since. The position peaked at $17.2M in Q2 2026. 84 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Commonwealth Equity Services held 823,290 shares of First Trust Core Investment Grade ETF worth $16.3M as of Q3 2026.
Commonwealth Equity Services bought 336 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $6.88K.
First Trust Core Investment Grade ETF made up 0.02% of Commonwealth Equity Services's portfolio in Q3 2026, its #667 holding.
Commonwealth Equity Services first reported a position in First Trust Core Investment Grade ETF in Q3 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's First Trust Core Investment Grade ETF position peaked at $17.2M in Q2 2026.
84 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.