Pinnacle Family Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Pinnacle Family 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	$1.73M	Buy	82,790 +4,546	+6%	+$95.1K	0.72%	27
2026 Q1	$1.64M	Buy	78,244 +16,060	+26%	+$341K	0.77%	27
2025 Q4	$1.32M	Buy	62,184 +4,001	+7%	+$85.5K	0.58%	35
2025 Q3	$1.24M	Buy	58,183 +19,117	+49%	+$404K	0.54%	36
2025 Q2	$823K	Buy	39,066 +8,119	+26%	+$169K	0.4%	45
2025 Q1	$650K	Buy	+30,947	New	+$644K	0.35%	55

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

Pinnacle Family Advisors's FTCB Position: Q2 2026 in Review

Pinnacle Family Advisors increased its First Trust Core Investment Grade ETF (FTCB) stake by 5.8% in Q2 2026, buying an estimated $95.1K and bringing the position to 82,790 shares worth $1.73M. The position accounts for 0.72% of the portfolio, ranked #27.

Pinnacle Family Advisors 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.

Pinnacle Family Advisors held 82,790 shares of First Trust Core Investment Grade ETF worth $1.73M as of Q2 2026.
Pinnacle Family Advisors bought 4,546 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $95.1K.
First Trust Core Investment Grade ETF made up 0.72% of Pinnacle Family Advisors's portfolio in Q2 2026, its #27 holding.
Pinnacle Family Advisors 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 Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.