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Independent Financial Group’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Independent Financial Group’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 		$8.47M Sell
406,263
-30,882
-7% -$646K 0.16% 126
2026
Q1 		$9.16M Buy
437,145
+350,521
+405% +$7.43M 0.21% 96
2025
Q4 		$1.84M Sell
86,624
-45,339
-34% -$969K 0.04% 414
2025
Q3 		$2.81M Buy
131,963
+75,678
+134% +$1.6M 0.07% 284
2025
Q2 		$1.19M Buy
+56,285
New +$1.17M 0.03% 495

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 Financial Group's FTCB Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust Core Investment Grade ETF (FTCB) stake by 7.1% in Q2 2026, selling an estimated $646K and leaving 406,263 shares worth $8.47M. The position accounts for 0.16% of the portfolio, ranked #126.

Independent Financial Group first reported a position in FTCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.16M in Q1 2026. 189 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Independent Financial Group held 406,263 shares of First Trust Core Investment Grade ETF worth $8.47M as of Q2 2026.
  • Independent Financial Group sold 30,882 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $646K.
  • First Trust Core Investment Grade ETF made up 0.16% of Independent Financial Group's portfolio in Q2 2026, its #126 holding.
  • Independent Financial Group first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's First Trust Core Investment Grade ETF position peaked at $9.16M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.