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

Sun 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 		$5.04M Buy
245,184
+1,583
+0.6% +$33.1K 2.38% 8
2026
Q1 		$5.09M Buy
243,601
+13,961
+6% +$296K 2.55% 8
2025
Q4 		$4.88M Buy
+229,640
New +$4.91M 2.72% 6

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
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

Sun Financial's FTCB Position: Q2 2026 in Review

Sun Financial increased its First Trust Core Investment Grade ETF (FTCB) stake by 0.65% in Q2 2026, buying an estimated $33.1K and bringing the position to 245,184 shares worth $5.04M. The position accounts for 2.38% of the portfolio, ranked #8.

Sun Financial first reported a position in FTCB in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.09M in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • Sun Financial held 245,184 shares of First Trust Core Investment Grade ETF worth $5.04M as of Q2 2026.
  • Sun Financial bought 1,583 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $33.1K.
  • First Trust Core Investment Grade ETF made up 2.38% of Sun Financial's portfolio in Q2 2026, its #8 holding.
  • Sun Financial first reported a position in First Trust Core Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's First Trust Core Investment Grade ETF position peaked at $5.09M in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Sun Financial's 13F filing for Q2 2026, filed 12 Aug 2026.