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Savvy Advisors Inc’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Savvy Advisors Inc’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 		$586K Buy
28,098
+3,055
+12% +$63.9K 0.01% 723
2026
Q1 		$525K Buy
25,043
+7,307
+41% +$155K 0.01% 647
2025
Q4 		$377K Buy
17,736
+2,209
+14% +$47.2K 0.01% 679
2025
Q3 		$331K Buy
+15,527
New +$328K 0.02% 578

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

Savvy Advisors Inc's FTCB Position: Q2 2026 in Review

Savvy Advisors Inc increased its First Trust Core Investment Grade ETF (FTCB) stake by 12% in Q2 2026, buying an estimated $63.9K and bringing the position to 28,098 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #723.

Savvy Advisors Inc first reported a position in FTCB in Q3 2025 and has held it in 4 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Savvy Advisors Inc held 28,098 shares of First Trust Core Investment Grade ETF worth $586K as of Q2 2026.
  • Savvy Advisors Inc bought 3,055 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $63.9K.
  • First Trust Core Investment Grade ETF made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #723 holding.
  • Savvy Advisors Inc first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 4 quarters since.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.