LAS
FTCB icon

Lloyd Advisory Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Lloyd Advisory 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 		$3.17K Buy
+152
New +$3.18K ﹤0.01% 462
2026
Q1 		– Sell
-117
Closed -$2.49K – 920
2025
Q4 		$2.49K Buy
+117
New +$2.5K ﹤0.01% 445

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 22.9% 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

Lloyd Advisory Services's FTCB Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 152 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FTCB as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FTCB in Q4 2025 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Lloyd Advisory Services held 152 shares of First Trust Core Investment Grade ETF worth $3.17K as of Q2 2026.
  • First Trust Core Investment Grade ETF was a new Lloyd Advisory Services position in Q2 2026.
  • First Trust Core Investment Grade ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #462 holding.
  • Lloyd Advisory Services first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.