KA
FTCB icon

Kovack Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Kovack Advisors’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 		$4.46M Buy
212,835
+121,885
+134% +$2.58M 0.24% 83
2025
Q4 		$1.93M Buy
90,950
+71,650
+371% +$1.53M 0.09% 213
2025
Q3 		$411K Buy
+19,300
New +$407K 0.04% 382

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $31B AUM 28.39% 1-Year Est. Return

Kovack Advisors's FTCB Position: Q1 2026 in Review

Kovack Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 134% in Q1 2026, buying an estimated $2.58M and bringing the position to 212,835 shares worth $4.46M. The position accounts for 0.24% of the portfolio, ranked #83.

Kovack Advisors first reported a position in FTCB in Q3 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Kovack Advisors held 212,835 shares of First Trust Core Investment Grade ETF worth $4.46M as of Q1 2026.
  • Kovack Advisors bought 121,885 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $2.58M.
  • First Trust Core Investment Grade ETF made up 0.24% of Kovack Advisors's portfolio in Q1 2026, its #83 holding.
  • Kovack Advisors first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.