Prospera Financial Services’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Prospera Financial 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	$19.9M	Sell	954,758 -284,452	-23%	-$5.95M	0.29%	73
2026 Q1	$26M	Buy	1,239,210 +171,073	+16%	+$3.63M	0.42%	45
2025 Q4	$22.7M	Buy	1,068,137 +111,644	+12%	+$2.39M	0.37%	52
2025 Q3	$20.4M	Buy	956,493 +51,340	+6%	+$1.08M	0.35%	59
2025 Q2	$19.1M	Buy	905,153 +266,438	+42%	+$5.54M	0.36%	56
2025 Q1	$13.4M	Buy	638,715 +62,661	+11%	+$1.3M	0.31%	77
2024 Q4	$11.9M	Buy	+576,054	New	+$12.1M	0.28%	83

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

Prospera Financial Services's FTCB Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust Core Investment Grade ETF (FTCB) stake by 23% in Q2 2026, selling an estimated $5.95M and leaving 954,758 shares worth $19.9M. The position accounts for 0.29% of the portfolio, ranked #73.

Prospera Financial Services first reported a position in FTCB in Q4 2024 and has held it in 7 quarters since. The position peaked at $26M in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Prospera Financial Services held 954,758 shares of First Trust Core Investment Grade ETF worth $19.9M as of Q2 2026.
Prospera Financial Services sold 284,452 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $5.95M.
First Trust Core Investment Grade ETF made up 0.29% of Prospera Financial Services's portfolio in Q2 2026, its #73 holding.
Prospera Financial Services first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 7 quarters since.
Prospera Financial Services's First Trust Core Investment Grade ETF position peaked at $26M in Q1 2026.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.