Creative Financial Designs’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Creative Financial Designs’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	$37.2K	Buy	1,786 +71	+4%	+$1.49K	﹤0.01%	1104
2026 Q1	$36K	Buy	1,715 +1,672	+3,888%	+$35.5K	﹤0.01%	1017
2025 Q4	$913	Hold	43	–	–	﹤0.01%	1806
2025 Q3	$916	Buy	+43	New	+$908	﹤0.01%	1822

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 22.9% 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

Creative Financial Designs's FTCB Position: Q2 2026 in Review

Creative Financial Designs increased its First Trust Core Investment Grade ETF (FTCB) stake by 4.1% in Q2 2026, buying an estimated $1.49K and bringing the position to 1,786 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Creative Financial Designs first reported a position in FTCB in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Creative Financial Designs held 1,786 shares of First Trust Core Investment Grade ETF worth $37.2K as of Q2 2026.
Creative Financial Designs bought 71 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $1.49K.
First Trust Core Investment Grade ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1104 holding.
Creative Financial Designs first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 4 quarters since.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.