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WhitTier Trust Company’s First Trust Core Investment Grade ETF FTCB Stock Holding History

WhitTier Trust Company’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 		$42.2K Hold
2,038
– – ﹤0.01% 782
2026
Q1 		$42.8K Buy
+2,038
New +$43.2K ﹤0.01% 747

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
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

WhitTier Trust Company's FTCB Position: Q2 2026 in Review

WhitTier Trust Company held its First Trust Core Investment Grade ETF (FTCB) position steady in Q2 2026 at 2,038 shares worth $42.2K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

WhitTier Trust Company first reported a position in FTCB in Q1 2026 and has held it in 2 quarters since. The position peaked at $42.8K in Q1 2026. 193 funds tracked by Wall St. Rank hold FTCB as of Q2 2026.

  • WhitTier Trust Company held 2,038 shares of First Trust Core Investment Grade ETF worth $42.2K as of Q2 2026.
  • WhitTier Trust Company left its First Trust Core Investment Grade ETF share count unchanged in Q2 2026.
  • First Trust Core Investment Grade ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #782 holding.
  • WhitTier Trust Company first reported a position in First Trust Core Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • WhitTier Trust Company's First Trust Core Investment Grade ETF position peaked at $42.8K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held First Trust Core Investment Grade ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.