SFG
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SageGuard Financial Group’s First Trust Core Investment Grade ETF FTCB Stock Holding History

SageGuard Financial Group’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 		$8.66M Buy
415,207
+115,164
+38% +$2.41M 1.22% 21
2026
Q1 		$6.29M Buy
+300,043
New +$6.36M 0.97% 34

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SCM
Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

SageGuard Financial Group's FTCB Position: Q2 2026 in Review

SageGuard Financial Group increased its First Trust Core Investment Grade ETF (FTCB) stake by 38% in Q2 2026, buying an estimated $2.41M and bringing the position to 415,207 shares worth $8.66M. The position accounts for 1.22% of the portfolio, ranked #21.

SageGuard Financial Group first reported a position in FTCB in Q1 2026 and has held it in 2 quarters since. 122 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • SageGuard Financial Group held 415,207 shares of First Trust Core Investment Grade ETF worth $8.66M as of Q2 2026.
  • SageGuard Financial Group bought 115,164 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $2.41M.
  • First Trust Core Investment Grade ETF made up 1.22% of SageGuard Financial Group's portfolio in Q2 2026, its #21 holding.
  • SageGuard Financial Group first reported a position in First Trust Core Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • 122 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.