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Dynamic Advisor Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Dynamic Advisor 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 		$9.09M Sell
436,038
-77,694
-15% -$1.62M 0.26% 85
2026
Q1 		$10.8M Buy
513,732
+453,370
+751% +$9.61M 0.34% 69
2025
Q4 		$1.28M Buy
+60,362
New +$1.29M 0.04% 401

Other funds holding FTCB

LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
WI
Wealth Intelligence Columbus, Georgia $215M AUM
AMG
APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Dynamic Advisor Solutions's FTCB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its First Trust Core Investment Grade ETF (FTCB) stake by 15% in Q2 2026, selling an estimated $1.62M and leaving 436,038 shares worth $9.09M. The position accounts for 0.26% of the portfolio, ranked #85.

Dynamic Advisor Solutions first reported a position in FTCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.8M in Q1 2026. 24 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Dynamic Advisor Solutions held 436,038 shares of First Trust Core Investment Grade ETF worth $9.09M as of Q2 2026.
  • Dynamic Advisor Solutions sold 77,694 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $1.62M.
  • First Trust Core Investment Grade ETF made up 0.26% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #85 holding.
  • Dynamic Advisor Solutions first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • Dynamic Advisor Solutions's First Trust Core Investment Grade ETF position peaked at $10.8M in Q1 2026.
  • 24 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.