Vestmark Advisory Solutions’s First Trust Core Investment Grade ETF FTCB Stock Holding History

Vestmark Advisory Solutions’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	$16.8M	Buy	805,157 +791,820	+5,937%	+$16.6M	0.16%	137
2026 Q1	$280K	Buy	13,337 +3,769	+39%	+$79.9K	﹤0.01%	1196
2025 Q4	$203K	Buy	+9,568	New	+$204K	﹤0.01%	1209
2025 Q2	–	Sell	-36,075	Closed	-$757K	–	787
2025 Q1	$757K	Buy	36,075 +1,929	+6%	+$40.1K	0.02%	448
2024 Q4	$705K	Buy	+34,146	New	+$716K	0.02%	367

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

Vestmark Advisory Solutions's FTCB Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its First Trust Core Investment Grade ETF (FTCB) stake by 5,937% in Q2 2026, buying an estimated $16.6M and bringing the position to 805,157 shares worth $16.8M. The position accounts for 0.16% of the portfolio, ranked #137.

Vestmark Advisory Solutions first reported a position in FTCB in Q4 2024 and has held it in 5 quarters since. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

Vestmark Advisory Solutions held 805,157 shares of First Trust Core Investment Grade ETF worth $16.8M as of Q2 2026.
Vestmark Advisory Solutions bought 791,820 First Trust Core Investment Grade ETF shares in Q2 2026, an estimated $16.6M.
First Trust Core Investment Grade ETF made up 0.16% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #137 holding.
Vestmark Advisory Solutions first reported a position in First Trust Core Investment Grade ETF in Q4 2024 and has held it in 5 quarters since.
193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.