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

Kestra Advisory Services’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
Q1 		$34.8M Buy
1,660,470
+6,795
+0.4% +$144K 0.13% 154
2025
Q4 		$35.1M Buy
1,653,675
+50,477
+3% +$1.08M 0.14% 130
2025
Q3 		$34.2M Buy
1,603,198
+193,405
+14% +$4.08M 0.16% 122
2025
Q2 		$29.7M Buy
1,409,793
+57,622
+4% +$1.2M 0.14% 124
2025
Q1 		$28.4M Buy
1,352,171
+610,312
+82% +$12.7M 0.14% 118
2024
Q4 		$15.3M Buy
+741,859
New +$15.6M 0.08% 247

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Kestra Advisory Services's FTCB Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust Core Investment Grade ETF (FTCB) stake by 0.41% in Q1 2026, buying an estimated $144K and bringing the position to 1,660,470 shares worth $34.8M. The position accounts for 0.13% of the portfolio, ranked #154.

Kestra Advisory Services first reported a position in FTCB in Q4 2024 and has held it in 6 quarters since. The position peaked at $35.1M in Q4 2025. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Kestra Advisory Services held 1,660,470 shares of First Trust Core Investment Grade ETF worth $34.8M as of Q1 2026.
  • Kestra Advisory Services bought 6,795 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $144K.
  • First Trust Core Investment Grade ETF made up 0.13% of Kestra Advisory Services's portfolio in Q1 2026, its #154 holding.
  • Kestra Advisory Services first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 6 quarters since.
  • Kestra Advisory Services's First Trust Core Investment Grade ETF position peaked at $35.1M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.