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Sigma Planning Corp’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Sigma Planning Corp’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 		$7.38M Buy
353,922
+128,447
+57% +$2.69M 0.19% 111
2026
Q1 		$4.73M Sell
225,475
-18,721
-8% -$397K 0.13% 165
2025
Q4 		$5.18M Sell
244,196
-65,838
-21% -$1.41M 0.14% 143
2025
Q3 		$6.61M Buy
310,034
+23,356
+8% +$493K 0.19% 102
2025
Q2 		$6.04M Sell
286,678
-14,834
-5% -$309K 0.18% 105
2025
Q1 		$6.33M Buy
+301,512
New +$6.27M 0.2% 92

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

Sigma Planning Corp's FTCB Position: Q2 2026 in Review

Sigma Planning Corp increased its First Trust Core Investment Grade ETF (FTCB) stake by 57% in Q2 2026, buying an estimated $2.69M and bringing the position to 353,922 shares worth $7.38M. The position accounts for 0.19% of the portfolio, ranked #111.

Sigma Planning Corp 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.

  • Sigma Planning Corp held 353,922 shares of First Trust Core Investment Grade ETF worth $7.38M as of Q2 2026.
  • Sigma Planning Corp bought 128,447 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $2.69M.
  • First Trust Core Investment Grade ETF made up 0.19% of Sigma Planning Corp's portfolio in Q2 2026, its #111 holding.
  • Sigma Planning Corp 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 Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.