ASN
FTBI

Advisory Services Network’s First Trust Balanced Income ETF FTBI Stock Holding History

Advisory Services Network’s Portfolio FTBI Stock Details FTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.08K Buy
+100
New +$2.15K ﹤0.01% 4125
2025
Q4 		– Sell
-100
Closed -$2.13K – 4514
2025
Q3 		$2.13K Buy
+100
New +$2.08K ﹤0.01% 3789

Other funds holding FTBI

CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Services Network's FTBI Position: Q1 2026 in Review

Advisory Services Network opened a new position in First Trust Balanced Income ETF (FTBI) in Q1 2026: 100 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #4125 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in FTBI as recently as Q3 2025.

Advisory Services Network first reported a position in FTBI in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.13K in Q3 2025. 10 funds tracked by Wall St. Rank hold FTBI as of Q1 2026.

  • Advisory Services Network held 100 shares of First Trust Balanced Income ETF worth $2.08K as of Q1 2026.
  • First Trust Balanced Income ETF was a new Advisory Services Network position in Q1 2026.
  • First Trust Balanced Income ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4125 holding.
  • Advisory Services Network first reported a position in First Trust Balanced Income ETF in Q3 2025 and has held it in 2 quarters since.
  • Advisory Services Network's First Trust Balanced Income ETF position peaked at $2.13K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.