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Coppell Advisory Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Coppell Advisory Solutions’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 		$9.2K Buy
+117,703
New +$2.46M ﹤0.01% 497
2026
Q1 		– Sell
-127,042
Closed -$2.7M – 141
2025
Q4 		$2.7M Buy
127,042
+21,751
+21% +$465K 0.27% 76
2025
Q3 		$2.24M Sell
105,291
-17,564
-14% -$371K 0.24% 90
2025
Q2 		$2.58M Buy
122,855
+40,551
+49% +$844K 0.31% 62
2025
Q1 		$1.73M Buy
+82,304
New +$1.71M 0.24% 100

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 22.96% 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

Coppell Advisory Solutions's FTCB Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 117,703 shares worth $9.2K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in FTCB as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in FTCB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.7M in Q4 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Coppell Advisory Solutions held 117,703 shares of First Trust Core Investment Grade ETF worth $9.2K as of Q2 2026.
  • First Trust Core Investment Grade ETF was a new Coppell Advisory Solutions position in Q2 2026.
  • First Trust Core Investment Grade ETF made up ﹤0.01% of Coppell Advisory Solutions's portfolio in Q2 2026, its #497 holding.
  • Coppell Advisory Solutions first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 5 quarters since.
  • Coppell Advisory Solutions's First Trust Core Investment Grade ETF position peaked at $2.7M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.