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Independent Advisor Alliance’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Independent Advisor Alliance’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 		– Sell
-102,963
Closed -$2.16M – 1260
2026
Q1 		$2.16M Buy
+102,963
New +$2.18M 0.02% 534

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

Independent Advisor Alliance's FTCB Position: Q2 2026 in Review

Independent Advisor Alliance sold out of First Trust Core Investment Grade ETF (FTCB) in Q2 2026, closing a stake of 102,963 shares — an estimated $2.16M sold.

Independent Advisor Alliance first reported a position in FTCB in Q1 2026 and held it in 1 quarter. The position peaked at $2.16M in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Independent Advisor Alliance reported no remaining First Trust Core Investment Grade ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 102,963 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $2.16M.
  • Independent Advisor Alliance first reported a position in First Trust Core Investment Grade ETF in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's First Trust Core Investment Grade ETF position peaked at $2.16M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.