First Trust Balanced Inc. ETFFTBIETF

13F holders, Q2 2025 (June 30)
2holders
$20.54avg. 13F price*

At the end of Q2 2025, 2 institutions reported holding First Trust Balanced Inc. ETF (FTBI) in their 13F filings. The largest holders were Jane Street Group, LLC ($399K) and IMG Wealth Management, Inc. ($3K).

Company
First Trust Balanced Inc. ETF
CUSIP
33738R571
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 10Q4 2025Q1 2026: 10Q1 2026Q2 2026: 7Q2 2026

Total Exit/New Position Q2 2025

InstitutionsTotal Value
New Positions3$402K
Exits0$0

Ownership 2 holders

Jane Street Group, LLC 0.00% New 19,417 $399K
IMG Wealth Management, Inc. 0.00% New 154 $3K

"% of holder's portfolio" is FTBI's weight in each manager's 13F, not the share of First Trust Balanced Inc. ETF the manager owns.