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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
Q2 		$35.7M Buy
1,713,166
+215,595
+14% +$4.51M 0.15% 132
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 $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

&Partners's FTCB Position: Q2 2026 in Review

&Partners increased its First Trust Core Investment Grade ETF (FTCB) stake by 14% in Q2 2026, buying an estimated $4.51M and bringing the position to 1,713,166 shares worth $35.7M. The position accounts for 0.15% of the portfolio, ranked #132.

&Partners first reported a position in FTCB in Q1 2025 and has held it in 6 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • &Partners held 1,713,166 shares of First Trust Core Investment Grade ETF worth $35.7M as of Q2 2026.
  • &Partners bought 215,595 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $4.51M.
  • First Trust Core Investment Grade ETF made up 0.15% of &Partners's portfolio in Q2 2026, its #132 holding.
  • &Partners first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.