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Principal Securities’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Principal Securities’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 		$522K Sell
25,031
-282
-1% -$5.9K 0.01% 1056
2026
Q1 		$531K Buy
25,313
+1,458
+6% +$30.9K 0.01% 962
2025
Q4 		$506K Buy
23,855
+5,579
+31% +$119K 0.01% 938
2025
Q3 		$389K Buy
18,276
+681
+4% +$14.4K 0.01% 1007
2025
Q2 		$371K Buy
17,595
+8,421
+92% +$175K 0.01% 985
2025
Q1 		$189K Hold
9,174
– – ﹤0.01% 1154
2024
Q4 		$189K Buy
+9,174
New +$192K ﹤0.01% 1154

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 22.96% 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

Principal Securities's FTCB Position: Q2 2026 in Review

Principal Securities reduced its First Trust Core Investment Grade ETF (FTCB) stake by 1.1% in Q2 2026, selling an estimated $5.9K and leaving 25,031 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #1056.

Principal Securities first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $531K in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Principal Securities held 25,031 shares of First Trust Core Investment Grade ETF worth $522K as of Q2 2026.
  • Principal Securities sold 282 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $5.9K.
  • First Trust Core Investment Grade ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1056 holding.
  • Principal Securities first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
  • Principal Securities's First Trust Core Investment Grade ETF position peaked at $531K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.