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HBW Advisory Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

HBW Advisory Services’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 		$10.6M Buy
506,037
+16,706
+3% +$349K 0.95% 25
2026
Q1 		$10.3M Buy
489,331
+15,722
+3% +$333K 1.08% 17
2025
Q4 		$10.1M Buy
473,609
+112,795
+31% +$2.41M 1.09% 20
2025
Q3 		$7.69M Buy
360,814
+32,285
+10% +$682K 0.87% 23
2025
Q2 		$6.92M Buy
328,529
+23,527
+8% +$490K 0.85% 24
2025
Q1 		$6.4M Buy
305,002
+80,522
+36% +$1.67M 0.91% 21
2024
Q4 		$4.64M Buy
224,480
+15,718
+8% +$330K 0.48% 29
2024
Q3 		$4.51M Buy
+208,762
New +$4.45M 0.66% 28

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

HBW Advisory Services's FTCB Position: Q2 2026 in Review

HBW Advisory Services increased its First Trust Core Investment Grade ETF (FTCB) stake by 3.4% in Q2 2026, buying an estimated $349K and bringing the position to 506,037 shares worth $10.6M. The position accounts for 0.95% of the portfolio, ranked #25.

HBW Advisory Services first reported a position in FTCB in Q3 2024 and has held it in 8 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • HBW Advisory Services held 506,037 shares of First Trust Core Investment Grade ETF worth $10.6M as of Q2 2026.
  • HBW Advisory Services bought 16,706 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $349K.
  • First Trust Core Investment Grade ETF made up 0.95% of HBW Advisory Services's portfolio in Q2 2026, its #25 holding.
  • HBW Advisory Services first reported a position in First Trust Core Investment Grade ETF in Q3 2024 and has held it in 8 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.