Envestnet Asset Management
FTCB icon

Envestnet Asset Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Envestnet Asset Management’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 		$105M Sell
5,042,795
-90,212
-2% -$1.89M 0.02% 553
2026
Q1 		$108M Buy
5,133,007
+506,592
+11% +$10.7M 0.03% 505
2025
Q4 		$98.2M Buy
4,626,415
+1,189,496
+35% +$25.4M 0.03% 510
2025
Q3 		$73.2M Buy
3,436,919
+133,374
+4% +$2.82M 0.02% 615
2025
Q2 		$69.6M Buy
3,303,545
+731,735
+28% +$15.2M 0.02% 628
2025
Q1 		$54M Buy
2,571,810
+781,670
+44% +$16.3M 0.02% 687
2024
Q4 		$37M Buy
+1,790,140
New +$37.5M 0.01% 847

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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Envestnet Asset Management's FTCB Position: Q2 2026 in Review

Envestnet Asset Management reduced its First Trust Core Investment Grade ETF (FTCB) stake by 1.8% in Q2 2026, selling an estimated $1.89M and leaving 5,042,795 shares worth $105M. The position accounts for 0.02% of the portfolio, ranked #553.

Envestnet Asset Management first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $108M in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Envestnet Asset Management held 5,042,795 shares of First Trust Core Investment Grade ETF worth $105M as of Q2 2026.
  • Envestnet Asset Management sold 90,212 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $1.89M.
  • First Trust Core Investment Grade ETF made up 0.02% of Envestnet Asset Management's portfolio in Q2 2026, its #553 holding.
  • Envestnet Asset Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's First Trust Core Investment Grade ETF position peaked at $108M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.