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Evergreen Wealth Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Evergreen Wealth 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 		$45.9M Buy
2,224,625
+1,232,810
+124% +$25.8M 2.4% 8
2026
Q1 		$20.8M Buy
991,815
+60,375
+6% +$1.28M 1.47% 19
2025
Q4 		$19.8M Buy
+931,440
New +$19.9M 2.76% 9

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
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

Evergreen Wealth Solutions's FTCB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its First Trust Core Investment Grade ETF (FTCB) stake by 124% in Q2 2026, buying an estimated $25.8M and bringing the position to 2,224,625 shares worth $45.9M. The position accounts for 2.4% of the portfolio, ranked #8.

Evergreen Wealth Solutions first reported a position in FTCB in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Evergreen Wealth Solutions held 2,224,625 shares of First Trust Core Investment Grade ETF worth $45.9M as of Q2 2026.
  • Evergreen Wealth Solutions bought 1,232,810 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $25.8M.
  • First Trust Core Investment Grade ETF made up 2.4% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #8 holding.
  • Evergreen Wealth Solutions first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.