Harbour Investments’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Harbour Investments’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 Q1	$58.2M	Buy	2,774,373 +1,781,849	+180%	+$37.8M	0.9%	16
2025 Q4	$21.1M	Buy	992,524 +90,379	+10%	+$1.93M	0.43%	45
2025 Q3	$19.2M	Buy	902,145 +406,765	+82%	+$8.59M	0.44%	40
2025 Q2	$10.4M	Sell	495,380 -184,396	-27%	-$3.84M	0.26%	68
2025 Q1	$14.3M	Buy	679,776 +511,430	+304%	+$10.6M	0.41%	40
2024 Q4	$3.48M	Buy	168,346 +30,401	+22%	+$637K	0.1%	177
2024 Q3	$2.98M	Buy	137,945 +49,434	+56%	+$1.05M	0.09%	190
2024 Q2	$1.83M	Sell	88,511 -3,853	-4%	-$79.5K	0.06%	271
2024 Q1	$1.93M	Buy	+92,364	New	+$1.93M	0.07%	261

Other funds holding FTCB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Harbour Investments's FTCB Position: Q1 2026 in Review

Harbour Investments increased its First Trust Core Investment Grade ETF (FTCB) stake by 180% in Q1 2026, buying an estimated $37.8M and bringing the position to 2,774,373 shares worth $58.2M. The position accounts for 0.9% of the portfolio, ranked #16.

Harbour Investments first reported a position in FTCB in Q1 2024 and has held it in 9 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

Harbour Investments held 2,774,373 shares of First Trust Core Investment Grade ETF worth $58.2M as of Q1 2026.
Harbour Investments bought 1,781,849 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $37.8M.
First Trust Core Investment Grade ETF made up 0.9% of Harbour Investments's portfolio in Q1 2026, its #16 holding.
Harbour Investments first reported a position in First Trust Core Investment Grade ETF in Q1 2024 and has held it in 9 quarters since.
191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.