LVZ Inc’s First Trust Core Investment Grade ETF FTCB Stock Holding History

LVZ Inc’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	$67.6M	Buy	3,242,759 +2,324	+0.1%	+$48.6K	6.87%	6
2026 Q1	$67.9M	Buy	3,240,435 +142,672	+5%	+$3.03M	7.75%	5
2025 Q4	$65.8M	Buy	3,097,763 +22,959	+0.7%	+$491K	7.35%	6
2025 Q3	$65.5M	Buy	3,074,804 +31,783	+1%	+$671K	7.45%	6
2025 Q2	$64.1M	Buy	3,043,021 +26,496	+0.9%	+$551K	7.68%	7
2025 Q1	$63.3M	Buy	3,016,525 +263,396	+10%	+$5.48M	8.31%	6
2024 Q4	$56.9M	Buy	+2,753,129	New	+$57.7M	7.29%	6

Other funds holding FTCB

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PVI

Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

LVZ Inc's FTCB Position: Q2 2026 in Review

LVZ Inc increased its First Trust Core Investment Grade ETF (FTCB) stake by 0.07% in Q2 2026, buying an estimated $48.6K and bringing the position to 3,242,759 shares worth $67.6M. The position accounts for 6.87% of the portfolio, ranked #6.

LVZ Inc first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $67.9M in Q1 2026. 73 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

LVZ Inc held 3,242,759 shares of First Trust Core Investment Grade ETF worth $67.6M as of Q2 2026.
LVZ Inc bought 2,324 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $48.6K.
First Trust Core Investment Grade ETF made up 6.87% of LVZ Inc's portfolio in Q2 2026, its #6 holding.
LVZ Inc first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
LVZ Inc's First Trust Core Investment Grade ETF position peaked at $67.9M in Q1 2026.
73 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.