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OneDigital Investment Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

OneDigital Investment Advisors’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 		$1.76M Buy
84,255
+4,226
+5% +$88.4K 0.01% 545
2026
Q1 		$1.68M Buy
80,029
+1,611
+2% +$34.2K 0.02% 529
2025
Q4 		$1.66M Buy
+78,418
New +$1.68M 0.02% 512
2024
Q4 		– Sell
-41,183
Closed -$891K – 1446
2024
Q3 		$891K Sell
41,183
-2,913
-7% -$62.2K 0.01% 696
2024
Q2 		$913K Sell
44,096
-28
-0.1% -$578 0.01% 653
2024
Q1 		$923K Buy
44,124
+29,589
+204% +$619K 0.01% 534
2023
Q4 		$308K Buy
+14,535
New +$300K 0.01% 902

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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OneDigital Investment Advisors's FTCB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 5.3% in Q2 2026, buying an estimated $88.4K and bringing the position to 84,255 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #545.

OneDigital Investment Advisors first reported a position in FTCB in Q4 2023 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • OneDigital Investment Advisors held 84,255 shares of First Trust Core Investment Grade ETF worth $1.76M as of Q2 2026.
  • OneDigital Investment Advisors bought 4,226 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $88.4K.
  • First Trust Core Investment Grade ETF made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #545 holding.
  • OneDigital Investment Advisors first reported a position in First Trust Core Investment Grade ETF in Q4 2023 and has held it in 7 quarters since.
  • 147 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.