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&Partners’s First Trust Core Investment Grade ETF FTCB Stock Holding History

&Partners’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
Q1 		$31.4M Buy
1,497,571
+154,324
+11% +$3.27M 0.16% 123
2025
Q4 		$28.5M Buy
1,343,247
+33,468
+3% +$715K 0.15% 131
2025
Q3 		$27.9M Buy
1,309,779
+168,130
+15% +$3.55M 0.18% 116
2025
Q2 		$24M Buy
1,141,649
+535,822
+88% +$11.1M 0.18% 118
2025
Q1 		$15M Buy
+605,827
New +$12.6M 0.16% 131

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

&Partners's FTCB Position: Q1 2026 in Review

&Partners increased its First Trust Core Investment Grade ETF (FTCB) stake by 11% in Q1 2026, buying an estimated $3.27M and bringing the position to 1,497,571 shares worth $31.4M. The position accounts for 0.16% of the portfolio, ranked #123.

&Partners first reported a position in FTCB in Q1 2025 and has held it in 5 quarters since. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • &Partners held 1,497,571 shares of First Trust Core Investment Grade ETF worth $31.4M as of Q1 2026.
  • &Partners bought 154,324 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $3.27M.
  • First Trust Core Investment Grade ETF made up 0.16% of &Partners's portfolio in Q1 2026, its #123 holding.
  • &Partners first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 5 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.