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Lugano Financial Advisors SA (LFA)’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$21.1K Buy
+1,013
New +$21.2K 0.01% 205

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

Lugano Financial Advisors SA (LFA)'s FTCB Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) opened a new position in First Trust Core Investment Grade ETF (FTCB) in Q2 2026: 1,013 shares worth $21.1K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings.

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

  • Lugano Financial Advisors SA (LFA) held 1,013 shares of First Trust Core Investment Grade ETF worth $21.1K as of Q2 2026.
  • First Trust Core Investment Grade ETF was a new Lugano Financial Advisors SA (LFA) position in Q2 2026.
  • First Trust Core Investment Grade ETF made up 0.01% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #205 holding.
  • 192 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.