Private Client Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Private Client 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	$787K	Buy	37,716 +1,360	+4%	+$28.4K	0.21%	93
2026 Q1	$762K	Buy	36,356 +801	+2%	+$17K	0.23%	83
2025 Q4	$755K	Sell	35,555 -165	-0.5%	-$3.53K	0.24%	80
2025 Q3	$761K	Buy	35,720 +15,276	+75%	+$322K	0.25%	73
2025 Q2	$431K	Buy	20,444 +2,686	+15%	+$55.9K	0.17%	121
2025 Q1	$373K	Buy	+17,758	New	+$369K	0.18%	108

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

Private Client Services's FTCB Position: Q2 2026 in Review

Private Client Services increased its First Trust Core Investment Grade ETF (FTCB) stake by 3.7% in Q2 2026, buying an estimated $28.4K and bringing the position to 37,716 shares worth $787K. The position accounts for 0.21% of the portfolio, ranked #93.

Private Client Services 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.

Private Client Services held 37,716 shares of First Trust Core Investment Grade ETF worth $787K as of Q2 2026.
Private Client Services bought 1,360 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $28.4K.
First Trust Core Investment Grade ETF made up 0.21% of Private Client Services's portfolio in Q2 2026, its #93 holding.
Private Client Services 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 Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.