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Keystone Financial Services (Colorado)’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Keystone Financial Services (Colorado)’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 		$209K Buy
+9,985
New +$212K 0.06% 114

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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 $1.55B AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Keystone Financial Services (Colorado)'s FTCB Position: Q1 2026 in Review

Keystone Financial Services (Colorado) opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q1 2026: 9,985 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #114 among its holdings.

191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Keystone Financial Services (Colorado) held 9,985 shares of First Trust Core Investment Grade ETF worth $209K as of Q1 2026.
  • First Trust Core Investment Grade ETF was a new Keystone Financial Services (Colorado) position in Q1 2026.
  • First Trust Core Investment Grade ETF made up 0.06% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #114 holding.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.