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Integrated Wealth Concepts’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Integrated Wealth Concepts’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 		$4.31M Sell
206,711
-3,910
-2% -$81.8K 0.03% 539
2026
Q1 		$4.41M Buy
210,621
+40,876
+24% +$867K 0.04% 463
2025
Q4 		$3.6M Buy
169,745
+8,993
+6% +$192K 0.04% 378
2025
Q3 		$3.43M Buy
160,752
+22,408
+16% +$473K 0.03% 488
2025
Q2 		$2.91M Buy
+138,344
New +$2.88M 0.03% 506

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

Integrated Wealth Concepts's FTCB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its First Trust Core Investment Grade ETF (FTCB) stake by 1.9% in Q2 2026, selling an estimated $81.8K and leaving 206,711 shares worth $4.31M. The position accounts for 0.03% of the portfolio, ranked #539.

Integrated Wealth Concepts first reported a position in FTCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.41M in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Integrated Wealth Concepts held 206,711 shares of First Trust Core Investment Grade ETF worth $4.31M as of Q2 2026.
  • Integrated Wealth Concepts sold 3,910 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $81.8K.
  • First Trust Core Investment Grade ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #539 holding.
  • Integrated Wealth Concepts first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
  • Integrated Wealth Concepts's First Trust Core Investment Grade ETF position peaked at $4.41M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.