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EdgeRock Capital’s First Trust Core Investment Grade ETF FTCB Stock Holding History

EdgeRock Capital’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 		$239K Buy
11,471
+255
+2% +$5.33K 0.05% 125
2026
Q1 		$235K Sell
11,216
-1,222
-10% -$25.9K 0.06% 119
2025
Q4 		$264K Buy
12,438
+3,048
+32% +$65.1K 0.07% 111
2025
Q3 		$200K Buy
+9,390
New +$198K 0.06% 120

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

EdgeRock Capital's FTCB Position: Q2 2026 in Review

EdgeRock Capital increased its First Trust Core Investment Grade ETF (FTCB) stake by 2.3% in Q2 2026, buying an estimated $5.33K and bringing the position to 11,471 shares worth $239K. The position accounts for 0.05% of the portfolio, ranked #125.

EdgeRock Capital first reported a position in FTCB in Q3 2025 and has held it in 4 quarters since. The position peaked at $264K in Q4 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • EdgeRock Capital held 11,471 shares of First Trust Core Investment Grade ETF worth $239K as of Q2 2026.
  • EdgeRock Capital bought 255 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $5.33K.
  • First Trust Core Investment Grade ETF made up 0.05% of EdgeRock Capital's portfolio in Q2 2026, its #125 holding.
  • EdgeRock Capital first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 4 quarters since.
  • EdgeRock Capital's First Trust Core Investment Grade ETF position peaked at $264K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on EdgeRock Capital's 13F filing for Q2 2026, filed 24 Jul 2026.