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

Kestra Investment Management’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 		$465K Sell
22,284
-4,639
-17% -$97K 0.01% 327
2026
Q1 		$564K Buy
26,923
+8,480
+46% +$180K 0.01% 276
2025
Q4 		$392K Buy
18,443
+6,653
+56% +$142K 0.01% 317
2025
Q3 		$251K Sell
11,790
-697
-6% -$14.7K 0.01% 385
2025
Q2 		$263K Buy
12,487
+1,865
+18% +$38.8K 0.01% 383
2025
Q1 		$223K Buy
10,622
+1,643
+18% +$34.2K 0.01% 364
2024
Q4 		$185K Buy
+8,979
New +$188K 0.01% 366

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 22.9% 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

Kestra Investment Management's FTCB Position: Q2 2026 in Review

Kestra Investment Management reduced its First Trust Core Investment Grade ETF (FTCB) stake by 17% in Q2 2026, selling an estimated $97K and leaving 22,284 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #327.

Kestra Investment Management first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Kestra Investment Management held 22,284 shares of First Trust Core Investment Grade ETF worth $465K as of Q2 2026.
  • Kestra Investment Management sold 4,639 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $97K.
  • First Trust Core Investment Grade ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #327 holding.
  • Kestra Investment Management first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • Kestra Investment Management's First Trust Core Investment Grade ETF position peaked at $564K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.