Morgan Stanley
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Morgan Stanley’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Morgan Stanley’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 		$156M Buy
7,496,453
+521,528
+7% +$10.9M 0.01% 1209
2026
Q1 		$146M Buy
6,974,925
+771,721
+12% +$16.4M 0.01% 1129
2025
Q4 		$132M Buy
6,203,204
+871,355
+16% +$18.6M 0.01% 1213
2025
Q3 		$114M Buy
5,331,849
+242,068
+5% +$5.11M 0.01% 1301
2025
Q2 		$107M Buy
5,089,781
+715,072
+16% +$14.9M 0.01% 1265
2025
Q1 		$91.8M Buy
4,374,709
+1,103,078
+34% +$22.9M 0.01% 1310
2024
Q4 		$67.6M Buy
+3,271,631
New +$68.6M ﹤0.01% 1566

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Morgan Stanley's FTCB Position: Q2 2026 in Review

Morgan Stanley increased its First Trust Core Investment Grade ETF (FTCB) stake by 7.5% in Q2 2026, buying an estimated $10.9M and bringing the position to 7,496,453 shares worth $156M. The position accounts for 0.01% of the portfolio, ranked #1209.

Morgan Stanley 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.

  • Morgan Stanley held 7,496,453 shares of First Trust Core Investment Grade ETF worth $156M as of Q2 2026.
  • Morgan Stanley bought 521,528 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $10.9M.
  • First Trust Core Investment Grade ETF made up 0.01% of Morgan Stanley's portfolio in Q2 2026, its #1209 holding.
  • Morgan Stanley 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.