Envestnet Portfolio Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Envestnet Portfolio 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	$3.03M	Buy	145,410 +9,288	+7%	+$194K	0.01%	421
2026 Q1	$2.85M	Buy	136,122 +3,458	+3%	+$73.3K	0.02%	387
2025 Q4	$2.82M	Buy	132,664 +19,546	+17%	+$418K	0.01%	473
2025 Q3	$2.41M	Sell	113,118 -11,377	-9%	-$240K	0.01%	492
2025 Q2	$2.62M	Sell	124,495 -107,138	-46%	-$2.23M	0.01%	494
2025 Q1	$4.86M	Buy	231,633 +43,480	+23%	+$904K	0.02%	370
2024 Q4	$3.89M	Buy	+188,153	New	+$3.95M	0.01%	460

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 22.96% 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

Envestnet Portfolio Solutions's FTCB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its First Trust Core Investment Grade ETF (FTCB) stake by 6.8% in Q2 2026, buying an estimated $194K and bringing the position to 145,410 shares worth $3.03M. The position accounts for 0.01% of the portfolio, ranked #421.

Envestnet Portfolio Solutions first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.86M in Q1 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Envestnet Portfolio Solutions held 145,410 shares of First Trust Core Investment Grade ETF worth $3.03M as of Q2 2026.
Envestnet Portfolio Solutions bought 9,288 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $194K.
First Trust Core Investment Grade ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #421 holding.
Envestnet Portfolio Solutions first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Portfolio Solutions's First Trust Core Investment Grade ETF position peaked at $4.86M in Q1 2025.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.