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Golden State Wealth Management’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Golden State Wealth 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 		$121K Sell
5,789
-5,695
-50% -$119K 0.01% 524
2026
Q1 		$241K Sell
11,484
-13,932
-55% -$295K 0.03% 362
2025
Q4 		$540K Sell
25,416
-3,407
-12% -$72.8K 0.06% 239
2025
Q3 		$614K Sell
28,823
-3,773
-12% -$79.6K 0.07% 215
2025
Q2 		$686K Buy
+32,596
New +$678K 0.08% 183

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

Golden State Wealth Management's FTCB Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Core Investment Grade ETF (FTCB) stake by 50% in Q2 2026, selling an estimated $119K and leaving 5,789 shares worth $121K. The position accounts for 0.01% of the portfolio, ranked #524.

Golden State Wealth Management first reported a position in FTCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $686K in Q2 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Golden State Wealth Management held 5,789 shares of First Trust Core Investment Grade ETF worth $121K as of Q2 2026.
  • Golden State Wealth Management sold 5,695 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $119K.
  • First Trust Core Investment Grade ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #524 holding.
  • Golden State Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
  • Golden State Wealth Management's First Trust Core Investment Grade ETF position peaked at $686K in Q2 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.