PKS Advisory Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

PKS Advisory Services’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	$1.44M	Buy	68,838 +1,155	+2%	+$24.2K	0.23%	93
2026 Q1	$1.42M	Sell	67,683 -10,394	-13%	-$220K	0.33%	58
2025 Q4	$1.66M	Sell	78,077 -337	-0.4%	-$7.2K	0.38%	56
2025 Q3	$1.67M	Sell	78,414 -32,249	-29%	-$681K	0.35%	54
2025 Q2	$2.33M	Buy	+110,663	New	+$2.3M	0.58%	33

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

PKS Advisory Services's FTCB Position: Q2 2026 in Review

PKS Advisory Services increased its First Trust Core Investment Grade ETF (FTCB) stake by 1.7% in Q2 2026, buying an estimated $24.2K and bringing the position to 68,838 shares worth $1.44M. The position accounts for 0.23% of the portfolio, ranked #93.

PKS Advisory Services first reported a position in FTCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q2 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

PKS Advisory Services held 68,838 shares of First Trust Core Investment Grade ETF worth $1.44M as of Q2 2026.
PKS Advisory Services bought 1,155 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $24.2K.
First Trust Core Investment Grade ETF made up 0.23% of PKS Advisory Services's portfolio in Q2 2026, its #93 holding.
PKS Advisory Services first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
PKS Advisory Services's First Trust Core Investment Grade ETF position peaked at $2.33M in Q2 2025.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.