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Maia Wealth’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Maia Wealth’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 		$663K Sell
31,770
-4,716
-13% -$98.6K 0.1% 182
2026
Q1 		$765K Sell
36,486
-14,783
-29% -$313K 0.13% 168
2025
Q4 		$1.1M Sell
51,269
-26,348
-34% -$563K 0.19% 131
2025
Q3 		$1.66M Buy
77,617
+4,817
+7% +$102K 0.28% 101
2025
Q2 		$1.53M Buy
72,800
+22,790
+46% +$474K 0.29% 92
2025
Q1 		$1.03M Buy
50,010
+14,537
+41% +$302K 0.23% 101
2024
Q4 		$734K Buy
35,473
+4,044
+13% +$84.8K 0.16% 124
2024
Q3 		$660K Buy
31,429
+2,362
+8% +$50.4K 0.16% 123
2024
Q2 		$611K Buy
+29,067
New +$600K 0.18% 104

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

Maia Wealth's FTCB Position: Q2 2026 in Review

Maia Wealth reduced its First Trust Core Investment Grade ETF (FTCB) stake by 13% in Q2 2026, selling an estimated $98.6K and leaving 31,770 shares worth $663K. The position accounts for 0.1% of the portfolio, ranked #182.

Maia Wealth first reported a position in FTCB in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.66M in Q3 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Maia Wealth held 31,770 shares of First Trust Core Investment Grade ETF worth $663K as of Q2 2026.
  • Maia Wealth sold 4,716 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $98.6K.
  • First Trust Core Investment Grade ETF made up 0.1% of Maia Wealth's portfolio in Q2 2026, its #182 holding.
  • Maia Wealth first reported a position in First Trust Core Investment Grade ETF in Q2 2024 and has held it in 9 quarters since.
  • Maia Wealth's First Trust Core Investment Grade ETF position peaked at $1.66M in Q3 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.