Stifel Financial
FTCB icon

Stifel Financial’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Stifel Financial’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 		$55.8M Buy
2,676,194
+239,531
+10% +$5.01M 0.05% 361
2026
Q1 		$51.1M Buy
2,436,663
+298,640
+14% +$6.33M 0.05% 358
2025
Q4 		$45.4M Buy
2,138,023
+34,969
+2% +$747K 0.04% 378
2025
Q3 		$44.8M Buy
2,103,054
+1,407,035
+202% +$29.7M 0.04% 388
2025
Q2 		$14.7M Buy
696,019
+14,675
+2% +$305K 0.01% 724
2025
Q1 		$14.3M Buy
+681,344
New +$14.2M 0.02% 702

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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Stifel Financial's FTCB Position: Q2 2026 in Review

Stifel Financial increased its First Trust Core Investment Grade ETF (FTCB) stake by 9.8% in Q2 2026, buying an estimated $5.01M and bringing the position to 2,676,194 shares worth $55.8M. The position accounts for 0.05% of the portfolio, ranked #361.

Stifel Financial 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.

  • Stifel Financial held 2,676,194 shares of First Trust Core Investment Grade ETF worth $55.8M as of Q2 2026.
  • Stifel Financial bought 239,531 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $5.01M.
  • First Trust Core Investment Grade ETF made up 0.05% of Stifel Financial's portfolio in Q2 2026, its #361 holding.
  • Stifel Financial 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 Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.