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Pacific Excel Wealth Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Pacific Excel Wealth 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 		– Sell
-164,390
Closed -$3.45M – 267
2026
Q1 		$3.45M Buy
164,390
+69,428
+73% +$1.47M 3.62% 1
2025
Q4 		$2.02M Buy
+94,962
New +$2.03M 3.81% 3

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

Pacific Excel Wealth Advisors's FTCB Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Core Investment Grade ETF (FTCB) in Q2 2026, closing a stake of 164,390 shares — an estimated $3.45M sold.

Pacific Excel Wealth Advisors first reported a position in FTCB in Q4 2025 and held it in 2 quarters. The position peaked at $3.45M in Q1 2026. 192 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Core Investment Grade ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 164,390 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $3.45M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust Core Investment Grade ETF position peaked at $3.45M in Q1 2026.
  • 192 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.