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

Kestra Private Wealth 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 Q2	$4.92M	Buy	235,889 +16,741	+8%	+$350K	0.05%	345
2026 Q1	$4.59M	Buy	219,148 +39,475	+22%	+$837K	0.06%	341
2025 Q4	$3.81M	Buy	179,673 +7,428	+4%	+$159K	0.05%	367
2025 Q3	$3.67M	Buy	+172,245	New	+$3.64M	0.05%	370

Other funds holding FTCB

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Kestra Private Wealth Services's FTCB Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust Core Investment Grade ETF (FTCB) stake by 7.6% in Q2 2026, buying an estimated $350K and bringing the position to 235,889 shares worth $4.92M. The position accounts for 0.05% of the portfolio, ranked #345.

Kestra Private Wealth Services first reported a position in FTCB in Q3 2025 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Kestra Private Wealth Services held 235,889 shares of First Trust Core Investment Grade ETF worth $4.92M as of Q2 2026.
Kestra Private Wealth Services bought 16,741 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $350K.
First Trust Core Investment Grade ETF made up 0.05% of Kestra Private Wealth Services's portfolio in Q2 2026, its #345 holding.
Kestra Private Wealth Services first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 4 quarters since.
74 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.