LPL Financial
FTCB icon

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

LPL 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 		$356M Buy
17,077,917
+2,015,812
+13% +$42.2M 0.08% 241
2026
Q1 		$316M Buy
15,062,105
+2,648,647
+21% +$56.2M 0.08% 238
2025
Q4 		$264M Buy
12,413,458
+3,649,333
+42% +$78M 0.07% 260
2025
Q3 		$187M Buy
8,764,125
+1,786,913
+26% +$37.7M 0.05% 327
2025
Q2 		$147M Buy
6,977,212
+3,190,929
+84% +$66.4M 0.05% 349
2025
Q1 		$79.5M Buy
3,786,283
+1,634,458
+76% +$34M 0.03% 503
2024
Q4 		$44.4M Buy
+2,151,825
New +$45.1M 0.02% 707

Other funds holding FTCB

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

LPL Financial's FTCB Position: Q2 2026 in Review

LPL Financial increased its First Trust Core Investment Grade ETF (FTCB) stake by 13% in Q2 2026, buying an estimated $42.2M and bringing the position to 17,077,917 shares worth $356M. The position accounts for 0.08% of the portfolio, ranked #241.

LPL Financial first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • LPL Financial held 17,077,917 shares of First Trust Core Investment Grade ETF worth $356M as of Q2 2026.
  • LPL Financial bought 2,015,812 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $42.2M.
  • First Trust Core Investment Grade ETF made up 0.08% of LPL Financial's portfolio in Q2 2026, its #241 holding.
  • LPL Financial first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.