Concurrent Investment Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Concurrent Investment Advisors’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	$9.6M	Buy	485,331 +76,188	+19%	+$1.56M	0.07%	306
2026 Q2	$8.53M	Buy	409,143 +45,831	+13%	+$959K	0.07%	299
2026 Q1	$7.62M	Buy	363,312 +17,222	+5%	+$365K	0.08%	263
2025 Q4	$7.35M	Buy	346,090 +60,287	+21%	+$1.29M	0.08%	252
2025 Q3	$6.09M	Buy	285,803 +44,857	+19%	+$947K	0.1%	207
2025 Q2	$5.07M	Buy	+240,946	New	+$5.01M	0.1%	219

Other funds holding FTCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

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

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

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

Concurrent Investment Advisors's FTCB Position: Q3 2026 in Review

Concurrent Investment Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 19% in Q3 2026, buying an estimated $1.56M and bringing the position to 485,331 shares worth $9.6M. The position accounts for 0.07% of the portfolio, ranked #306.

Concurrent Investment Advisors first reported a position in FTCB in Q2 2025 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Concurrent Investment Advisors held 485,331 shares of First Trust Core Investment Grade ETF worth $9.6M as of Q3 2026.
Concurrent Investment Advisors bought 76,188 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $1.56M.
First Trust Core Investment Grade ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q3 2026, its #306 holding.
Concurrent Investment Advisors first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 6 quarters since.
170 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.