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Prime Capital Investment Advisors’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Prime Capital Investment 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 		$3.56M Sell
170,836
-1,407
-0.8% -$29.4K 0.03% 285
2026
Q1 		$3.61M Buy
172,243
+1,543
+0.9% +$32.7K 0.04% 261
2025
Q4 		$3.62M Buy
170,700
+8,847
+5% +$189K 0.04% 251
2025
Q3 		$3.45M Buy
161,853
+8,381
+5% +$177K 0.04% 258
2025
Q2 		$3.23M Buy
+153,472
New +$3.19M 0.04% 261

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 22.9% 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

Prime Capital Investment Advisors's FTCB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its First Trust Core Investment Grade ETF (FTCB) stake by 0.82% in Q2 2026, selling an estimated $29.4K and leaving 170,836 shares worth $3.56M. The position accounts for 0.03% of the portfolio, ranked #285.

Prime Capital Investment Advisors first reported a position in FTCB in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.62M in Q4 2025. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Prime Capital Investment Advisors held 170,836 shares of First Trust Core Investment Grade ETF worth $3.56M as of Q2 2026.
  • Prime Capital Investment Advisors sold 1,407 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $29.4K.
  • First Trust Core Investment Grade ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #285 holding.
  • Prime Capital Investment Advisors first reported a position in First Trust Core Investment Grade ETF in Q2 2025 and has held it in 5 quarters since.
  • Prime Capital Investment Advisors's First Trust Core Investment Grade ETF position peaked at $3.62M in Q4 2025.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.