KF
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KKM Financial’s First Trust Core Investment Grade ETF FTCB Stock Holding History

KKM Financial’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 		$262K Buy
+12,572
New +$263K 0.04% 160

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

KKM Financial's FTCB Position: Q2 2026 in Review

KKM Financial opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 12,572 shares worth $262K. The stake represents 0.04% of the portfolio and ranks #160 among its holdings.

192 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • KKM Financial held 12,572 shares of First Trust Core Investment Grade ETF worth $262K as of Q2 2026.
  • First Trust Core Investment Grade ETF was a new KKM Financial position in Q2 2026.
  • First Trust Core Investment Grade ETF made up 0.04% of KKM Financial's portfolio in Q2 2026, its #160 holding.
  • 192 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.