First Trust Balanced Inc. ETFFTBIETF
13F holders, Q4 2025 (December 31)10holders +6
8new positions
2sold out
1famous investor
$21.28avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding First Trust Balanced Inc. ETF (FTBI) in their 13F filings, up 6 from Q3 2025. 8 opened new positions and 2 sold out. The largest holders were Citadel Advisors ($450K), Jane Street Group, LLC ($391K) and International Assets Investment Management, LLC ($200K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Balanced Inc. ETF
- CUSIP
- 33738R571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.5M |
| Exits | 2 | $695K |
All 13F filers, Q3 2025 → Q4 2025: 71,860 shares bought and 32,709 shares sold, net +39,151 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Citadel Advisors | 0.00% | New | 21,150 | $450K |
| Jane Street Group, LLC | 0.00% | New | 18,396 | $391K |
| International Assets Investment Management, LLC | 0.01% | New | 9,400 | $200K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 9,205 | $196K |
| Kestra Advisory Services, LLC | 0.00% | New | 8,539 | $182K |
| Osaic Holdings, Inc. | 0.00% | New | 2,370 | $50K |
| Harbour Investments, Inc. | 0.00% | New | 2,300 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 1,748 | $37K |
| Triumph Capital Management | 0.00% | New | 500 | $11K |
| IMG Wealth Management, Inc. | 0.00% | No change | 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.