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

Kingsview Wealth 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 		$2.94M Buy
141,034
+37,544
+36% +$785K 0.04% 473
2026
Q1 		$2.17M Sell
103,490
-80,560
-44% -$1.71M 0.03% 493
2025
Q4 		$3.91M Buy
184,050
+23,047
+14% +$492K 0.06% 324
2025
Q3 		$3.43M Sell
161,003
-290,199
-64% -$6.13M 0.05% 343
2025
Q2 		$9.5M Buy
451,202
+88,762
+24% +$1.85M 0.16% 119
2025
Q1 		$7.61M Buy
+362,440
New +$7.54M 0.14% 156

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

Kingsview Wealth Management's FTCB Position: Q2 2026 in Review

Kingsview Wealth Management increased its First Trust Core Investment Grade ETF (FTCB) stake by 36% in Q2 2026, buying an estimated $785K and bringing the position to 141,034 shares worth $2.94M. The position accounts for 0.04% of the portfolio, ranked #473.

Kingsview Wealth Management first reported a position in FTCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.5M in Q2 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Kingsview Wealth Management held 141,034 shares of First Trust Core Investment Grade ETF worth $2.94M as of Q2 2026.
  • Kingsview Wealth Management bought 37,544 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $785K.
  • First Trust Core Investment Grade ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #473 holding.
  • Kingsview Wealth Management first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
  • Kingsview Wealth Management's First Trust Core Investment Grade ETF position peaked at $9.5M in Q2 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.