First Tr Exchange-traded Fund (FTCB): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow FTCB for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 194

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$20.85

-0.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of FTCB (all 13F filers)

LPL Financial17.1 MWealth adviser+2.0 M
Morgan Stanley7.5 MBank or trading desk+522 K
Envestnet Asset Management5.0 MWealth adviser−90 K
LVZ3.2 MType not verified+2,324
Cetera Investment Advisers3.0 MWealth adviser+292 K
Bouchey Financial Group2.9 MType not verified+1.0 M
Harbour Investments2.9 MType not verified+99 K
Stifel Financial2.7 MWealth adviser+240 K
Kintra Wealth2.2 MWealth adviser+1.2 M
Raymond James Financial2.2 MWealth adviser+2.1 M

Filer	Type
LPL Financial	Wealth adviser	17.1 M	+2.0 M	$356M
Morgan Stanley	Bank or trading desk	7.5 M	+522 K	$156M
Envestnet Asset Management	Wealth adviser	5.0 M	−90 K	$105M
LVZ	Type not verified	3.2 M	+2,324	$67.6M
Cetera Investment Advisers	Wealth adviser	3.0 M	+292 K	$63.5M
Bouchey Financial Group	Type not verified	2.9 M	+1.0 M	$61.1M
Harbour Investments	Type not verified	2.9 M	+99 K	$59.9M
Stifel Financial	Wealth adviser	2.7 M	+240 K	$55.8M
Kintra Wealth	Wealth adviser	2.2 M	+1.2 M	$45.9M
Raymond James Financial	Wealth adviser	2.2 M	+2.1 M	$45.2M

LPL Financial
Shares
17.1 M
Change
+2.0 M
See more
Type
Wealth adviser
Value
$356M
Morgan Stanley
Shares
7.5 M
Change
+522 K
See more
Type
Bank or trading desk
Value
$156M
Envestnet Asset Management
Shares
5.0 M
Change
−90 K
See more
Type
Wealth adviser
Value
$105M
LVZ
Shares
3.2 M
Change
+2,324
See more
Type
Type not verified
Value
$67.6M
Cetera Investment Advisers
Shares
3.0 M
Change
+292 K
See more
Type
Wealth adviser
Value
$63.5M
Bouchey Financial Group
Shares
2.9 M
Change
+1.0 M
See more
Type
Type not verified
Value
$61.1M
Harbour Investments
Shares
2.9 M
Change
+99 K
See more
Type
Type not verified
Value
$59.9M
Stifel Financial
Shares
2.7 M
Change
+240 K
See more
Type
Wealth adviser
Value
$55.8M
Kintra Wealth
Shares
2.2 M
Change
+1.2 M
See more
Type
Wealth adviser
Value
$45.9M
Raymond James Financial
Shares
2.2 M
Change
+2.1 M
See more
Type
Wealth adviser
Value
$45.2M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Insiders (Form 4)

Officers and directors who bought (6 m)

no data

Amount (6 m)

no data

CEO/CFO bought (12 m)

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

First Trust Portfolios17.25%13G · amendmentfiling ↗Event: Jun 30, 2026 · filed: Jul 14, 2026
First Trust Portfolios18.61%13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 14, 2026
First Trust Portfolios15.42%13G · amendmentfiling ↗Event: Sep 30, 2025 · filed: Oct 17, 2025

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗