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

IFG Advisory’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 		$1.58M Buy
+75,815
New +$1.59M 0.06% 335
2026
Q1 		– Sell
-58,677
Closed -$1.25M – 524
2025
Q4 		$1.25M Buy
58,677
+11,159
+23% +$238K 0.05% 323
2025
Q3 		$1.01M Buy
47,518
+5,677
+14% +$120K 0.05% 355
2025
Q2 		$881K Buy
+41,841
New +$871K 0.04% 379

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

IFG Advisory's FTCB Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 75,815 shares worth $1.58M. The stake represents 0.06% of the portfolio and ranks #335 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FTCB as recently as Q4 2025.

IFG Advisory first reported a position in FTCB in Q2 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • IFG Advisory held 75,815 shares of First Trust Core Investment Grade ETF worth $1.58M as of Q2 2026.
  • First Trust Core Investment Grade ETF was a new IFG Advisory position in Q2 2026.
  • First Trust Core Investment Grade ETF made up 0.06% of IFG Advisory's portfolio in Q2 2026, its #335 holding.
  • IFG Advisory first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.