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Sound Income Strategies’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Sound Income Strategies’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 		– Sell
-2,271
Closed -$47.6K – 1175
2026
Q1 		$47.6K Buy
2,271
+240
+12% +$5.09K ﹤0.01% 836
2025
Q4 		$43.2K Buy
+2,031
New +$43.4K ﹤0.01% 852

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
Harbour Investments
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

Sound Income Strategies's FTCB Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Core Investment Grade ETF (FTCB) in Q2 2026, closing a stake of 2,271 shares — an estimated $47.6K sold.

Sound Income Strategies first reported a position in FTCB in Q4 2025 and held it in 2 quarters. The position peaked at $47.6K in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Core Investment Grade ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2,271 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $47.6K.
  • Sound Income Strategies first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Core Investment Grade ETF position peaked at $47.6K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.