First Trust Portfolios Unit 12004 Balanced Income Equity ETF Portfoli
13F holders, Q1 2026 (March 31)1holders
$10.75avg. 13F price*
At the end of Q1 2026, 1 institutions reported holding First Trust Portfolios Unit 12004 Balanced Income Equity ETF Portfoli in their 13F filings. The largest holder was CFG Wealth Management Services, Inc. ($43).
- Company
- First Trust Portfolios Unit 12004 Balanced Income Equity ETF Portfoli
- CUSIP
- 30340B150
- Latest filing quarter
- Q1 2026
Total Exit/New Position Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $43 |
| Exits | 0 | $0 |
Ownership 1 holders
| CFG Wealth Management Services, Inc. | 0.00% | New | 4 | $43 |
"% of holder's portfolio" is FIRST TRUST PORTFOLIOS UNIT 12004 BALANCED INCOME EQUITY ETF PORTFOLI's weight in each manager's 13F, not the share of First Trust Portfolios Unit 12004 Balanced Income Equity ETF Portfoli the manager owns.