Philip James Wealth Mangement’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Philip James Wealth Mangement’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	$3.73M	Sell	178,704 -13,323	-7%	-$279K	0.42%	51
2026 Q1	$4.02M	Sell	192,027 -96,210	-33%	-$2.04M	0.46%	44
2025 Q4	$6.12M	Sell	288,237 -6,875	-2%	-$147K	0.71%	34
2025 Q3	$6.29M	Sell	295,112 -8,352	-3%	-$176K	0.73%	33
2025 Q2	$6.39M	Buy	303,464 +3,911	+1%	+$81.4K	0.82%	30
2025 Q1	$6.29M	Buy	299,553 +43,042	+17%	+$895K	0.76%	28
2024 Q4	$5.3M	Buy	+256,511	New	+$5.38M	0.68%	36

Other funds holding FTCB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Philip James Wealth Mangement's FTCB Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its First Trust Core Investment Grade ETF (FTCB) stake by 6.9% in Q2 2026, selling an estimated $279K and leaving 178,704 shares worth $3.73M. The position accounts for 0.42% of the portfolio, ranked #51.

Philip James Wealth Mangement first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.39M in Q2 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Philip James Wealth Mangement held 178,704 shares of First Trust Core Investment Grade ETF worth $3.73M as of Q2 2026.
Philip James Wealth Mangement sold 13,323 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $279K.
First Trust Core Investment Grade ETF made up 0.42% of Philip James Wealth Mangement's portfolio in Q2 2026, its #51 holding.
Philip James Wealth Mangement first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
Philip James Wealth Mangement's First Trust Core Investment Grade ETF position peaked at $6.39M in Q2 2025.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.