First Trust Balanced Inc. ETFFTBIETF
13F holders, Q1 2026 (March 31)10holders
3new positions
3sold out
$20.83avg. 13F price*
At the end of Q1 2026, 10 institutions reported holding First Trust Balanced Inc. ETF (FTBI) in their 13F filings, unchanged from Q4 2025. 3 opened new positions and 3 sold out. The largest holders were Capital Investment Advisory Services, LLC ($685K), Old Mission Capital LLC ($322K) and Kestra Advisory Services, LLC ($317K).
- Company
- First Trust Balanced Inc. ETF
- CUSIP
- 33738R571
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $327K |
| Exits | 3 | $1.0M |
All 13F filers, Q4 2025 → Q1 2026: 60,028 shares bought and 48,946 shares sold, net +11,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Capital Investment Advisory Services, LLC | 0.05% | Add +257.3% | 32,893 | $685K |
| Old Mission Capital LLC | 0.01% | New | 15,448 | $322K |
| Kestra Advisory Services, LLC | 0.00% | Add +78.2% | 15,212 | $317K |
| Osaic Holdings, Inc. | 0.00% | Add +492.6% | 14,044 | $293K |
| Harbour Investments, Inc. | 0.00% | Add +100.0% | 4,600 | $96K |
| Capital Analysts, LLC | 0.00% | No change | 1,748 | $36K |
| Triumph Capital Management | 0.00% | No change | 500 | $10K |
| IMG Wealth Management, Inc. | 0.00% | No change | 154 | $3K |
| UBS Group AG | 0.00% | New | 145 | $3K |
| Advisory Services Network, LLC | 0.00% | New | 100 | $2K |
"% 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.