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 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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's FTCB Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 13% in Q2 2026, buying an estimated $959K and bringing the position to 409,143 shares worth $8.53M. The position accounts for 0.07% of the portfolio, ranked #299.

Concurrent Investment Advisors first reported a position in FTCB in Q2 2025 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Concurrent Investment Advisors held 409,143 shares of First Trust Core Investment Grade ETF worth $8.53M as of Q2 2026.
Concurrent Investment Advisors bought 45,831 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $959K.
First Trust Core Investment Grade ETF made up 0.07% of Concurrent Investment Advisors's portfolio in Q2 2026, its #299 holding.
Concurrent Investment Advisors first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.