Impact Partnership Wealth’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Impact Partnership Wealth’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	$970K	Sell	46,523 -832	-2%	-$17.4K	0.09%	140
2026 Q1	$993K	Sell	47,355 -802	-2%	-$17K	0.12%	119
2025 Q4	$1.02M	Sell	48,157 -903	-2%	-$19.3K	0.13%	107
2025 Q3	$1.05M	Buy	49,060 +8,223	+20%	+$174K	0.16%	89
2025 Q2	$860K	Buy	40,837 +6,166	+18%	+$128K	0.16%	56
2025 Q1	$728K	Buy	34,671 +12,776	+58%	+$266K	0.16%	70
2024 Q4	$452K	Buy	+21,895	New	+$459K	0.09%	141

Other funds holding FTCB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Impact Partnership Wealth's FTCB Position: Q2 2026 in Review

Impact Partnership Wealth reduced its First Trust Core Investment Grade ETF (FTCB) stake by 1.8% in Q2 2026, selling an estimated $17.4K and leaving 46,523 shares worth $970K. The position accounts for 0.09% of the portfolio, ranked #140.

Impact Partnership Wealth first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q3 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Impact Partnership Wealth held 46,523 shares of First Trust Core Investment Grade ETF worth $970K as of Q2 2026.
Impact Partnership Wealth sold 832 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $17.4K.
First Trust Core Investment Grade ETF made up 0.09% of Impact Partnership Wealth's portfolio in Q2 2026, its #140 holding.
Impact Partnership Wealth first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
Impact Partnership Wealth's First Trust Core Investment Grade ETF position peaked at $1.05M in Q3 2025.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.