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

Summit 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
Q1 		$2.82M Sell
134,319
-5,629
-4% -$119K 0.04% 479
2025
Q4 		$2.97M Buy
139,948
+10,483
+8% +$224K 0.04% 382
2025
Q3 		$2.76M Buy
+129,465
New +$2.73M 0.04% 397

Other funds holding FTCB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Summit Financial's FTCB Position: Q1 2026 in Review

Summit Financial reduced its First Trust Core Investment Grade ETF (FTCB) stake by 4% in Q1 2026, selling an estimated $119K and leaving 134,319 shares worth $2.82M. The position accounts for 0.04% of the portfolio, ranked #479.

Summit Financial first reported a position in FTCB in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.97M in Q4 2025. 191 funds tracked by Wall St. Rank hold FTCB as of Q1 2026.

  • Summit Financial held 134,319 shares of First Trust Core Investment Grade ETF worth $2.82M as of Q1 2026.
  • Summit Financial sold 5,629 First Trust Core Investment Grade ETF shares in Q1 2026, an estimated $119K.
  • First Trust Core Investment Grade ETF made up 0.04% of Summit Financial's portfolio in Q1 2026, its #479 holding.
  • Summit Financial first reported a position in First Trust Core Investment Grade ETF in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's First Trust Core Investment Grade ETF position peaked at $2.97M in Q4 2025.
  • 191 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.