Pine Valley Investments’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Pine Valley Investments’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 Q3	$24.3M	Buy	1,232,429 +28,250	+2%	+$579K	0.98%	20
2026 Q2	$25.1M	Buy	1,204,179 +44,581	+4%	+$932K	0.99%	21
2026 Q1	$24.3M	Buy	1,159,598 +92,649	+9%	+$1.96M	1.11%	18
2025 Q4	$22.7M	Buy	1,066,949 +20,241	+2%	+$433K	1.05%	22
2025 Q3	$22.3M	Buy	1,046,708 +36,684	+4%	+$774K	1.09%	16
2025 Q2	$21.3M	Sell	1,010,024 -18,218	-2%	-$379K	1.18%	12
2025 Q1	$21.6M	Buy	+1,028,242	New	+$21.4M	1.31%	11

Other funds holding FTCB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Bouchey Financial Group Troy, New York $1.59B AUM 23.53% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Pine Valley Investments's FTCB Position: Q3 2026 in Review

Pine Valley Investments increased its First Trust Core Investment Grade ETF (FTCB) stake by 2.3% in Q3 2026, buying an estimated $579K and bringing the position to 1,232,429 shares worth $24.3M. The position accounts for 0.98% of the portfolio, ranked #20.

Pine Valley Investments first reported a position in FTCB in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.1M in Q2 2026. 170 funds tracked by Wall St. Rank hold FTCB as of Q3 2026.

Pine Valley Investments held 1,232,429 shares of First Trust Core Investment Grade ETF worth $24.3M as of Q3 2026.
Pine Valley Investments bought 28,250 First Trust Core Investment Grade ETF shares in Q3 2026, an estimated $579K.
First Trust Core Investment Grade ETF made up 0.98% of Pine Valley Investments's portfolio in Q3 2026, its #20 holding.
Pine Valley Investments first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 7 quarters since.
Pine Valley Investments's First Trust Core Investment Grade ETF position peaked at $25.1M in Q2 2026.
170 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q3 2026.

Based on Pine Valley Investments's 13F filing for Q3 2026, filed 9 Nov 2026.