D.A. Davidson & Co’s First Trust Core Investment Grade ETF FTCB Stock Holding History

D.A. Davidson & Co’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	$2.13M	Buy	+107,938	New	+$2.21M	0.01%	721

Other funds holding FTCB

LVZ Inc Holland, Michigan $975M AUM 10.91% 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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

D.A. Davidson & Co's FTCB Position: Q3 2026 in Review

D.A. Davidson & Co opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q3 2026: 107,938 shares worth $2.13M. The stake represents 0.01% of the portfolio and ranks #721 among its holdings.

66 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

D.A. Davidson & Co held 107,938 shares of First Trust Core Investment Grade ETF worth $2.13M as of Q3 2026.
First Trust Core Investment Grade ETF was a new D.A. Davidson & Co position in Q3 2026.
First Trust Core Investment Grade ETF made up 0.01% of D.A. Davidson & Co's portfolio in Q3 2026, its #721 holding.
66 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.