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

Stephens 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	$41.8M	Buy	2,004,030 +4,500	+0.2%	+$94.1K	0.47%	47
2026 Q1	$41.9M	Buy	1,999,530 +738,861	+59%	+$15.7M	0.52%	40
2025 Q4	$26.8M	Buy	1,260,669 +43,396	+4%	+$927K	0.33%	63
2025 Q3	$25.9M	Buy	1,217,273 +26,984	+2%	+$570K	0.33%	69
2025 Q2	$25.1M	Sell	1,190,289 -70,998	-6%	-$1.48M	0.34%	69
2025 Q1	$26.5M	Buy	+1,261,287	New	+$26.2M	0.39%	61

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

Stephens Inc's FTCB Position: Q2 2026 in Review

Stephens Inc increased its First Trust Core Investment Grade ETF (FTCB) stake by 0.23% in Q2 2026, buying an estimated $94.1K and bringing the position to 2,004,030 shares worth $41.8M. The position accounts for 0.47% of the portfolio, ranked #47.

Stephens Inc first reported a position in FTCB in Q1 2025 and has held it in 6 quarters since. The position peaked at $41.9M in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Stephens Inc held 2,004,030 shares of First Trust Core Investment Grade ETF worth $41.8M as of Q2 2026.
Stephens Inc bought 4,500 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $94.1K.
First Trust Core Investment Grade ETF made up 0.47% of Stephens Inc's portfolio in Q2 2026, its #47 holding.
Stephens Inc first reported a position in First Trust Core Investment Grade ETF in Q1 2025 and has held it in 6 quarters since.
Stephens Inc's First Trust Core Investment Grade ETF position peaked at $41.9M in Q1 2026.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.