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Global Retirement Partners’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Global Retirement Partners’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 		$1.87M Buy
+89,796
New +$1.88M 0.03% 511
2025
Q4 		$1.14M Buy
53,904
+1,789
+3% +$38.2K 0.02% 615
2025
Q3 		$1.11M Buy
52,115
+18,096
+53% +$382K 0.02% 514
2025
Q2 		$716K Buy
+34,019
New +$708K 0.02% 599
2024
Q4 		$36K Buy
+1,745
New +$36.6K ﹤0.01% 1774

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

Global Retirement Partners's FTCB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 89,796 shares worth $1.87M. The stake represents 0.03% of the portfolio and ranks #511 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FTCB as recently as Q4 2025.

Global Retirement Partners first reported a position in FTCB in Q4 2024 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Global Retirement Partners held 89,796 shares of First Trust Core Investment Grade ETF worth $1.87M as of Q2 2026.
  • First Trust Core Investment Grade ETF was a new Global Retirement Partners position in Q2 2026.
  • First Trust Core Investment Grade ETF made up 0.03% of Global Retirement Partners's portfolio in Q2 2026, its #511 holding.
  • Global Retirement Partners first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 5 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.