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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
Q2 		$59.9M Buy
2,873,314
+98,941
+4% +$2.07M 0.81% 20
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
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Harbour Investments's FTCB Position: Q2 2026 in Review

Harbour Investments increased its First Trust Core Investment Grade ETF (FTCB) stake by 3.6% in Q2 2026, buying an estimated $2.07M and bringing the position to 2,873,314 shares worth $59.9M. The position accounts for 0.81% of the portfolio, ranked #20.

Harbour Investments first reported a position in FTCB in Q1 2024 and has held it in 10 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Harbour Investments held 2,873,314 shares of First Trust Core Investment Grade ETF worth $59.9M as of Q2 2026.
  • Harbour Investments bought 98,941 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $2.07M.
  • First Trust Core Investment Grade ETF made up 0.81% of Harbour Investments's portfolio in Q2 2026, its #20 holding.
  • Harbour Investments first reported a position in First Trust Core Investment Grade ETF in Q1 2024 and has held it in 10 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.