CAL
FTBI

Capital Analysts LLC’s First Trust Balanced Income ETF FTBI Stock Holding History

Capital Analysts LLC’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 		$36K Hold
1,748
– – ﹤0.01% 1011
2025
Q4 		$37K Hold
1,748
– – ﹤0.01% 982
2025
Q3 		$37K Buy
+1,748
New +$36.5K ﹤0.01% 943

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
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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Capital Analysts LLC's FTBI Position: Q1 2026 in Review

Capital Analysts LLC held its First Trust Balanced Income ETF (FTBI) position steady in Q1 2026 at 1,748 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Capital Analysts LLC first reported a position in FTBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $37K in Q4 2025. 10 funds tracked by Wall St. Rank hold FTBI as of Q1 2026.

  • Capital Analysts LLC held 1,748 shares of First Trust Balanced Income ETF worth $36K as of Q1 2026.
  • Capital Analysts LLC left its First Trust Balanced Income ETF share count unchanged in Q1 2026.
  • First Trust Balanced Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1011 holding.
  • Capital Analysts LLC first reported a position in First Trust Balanced Income ETF in Q3 2025 and has held it in 3 quarters since.
  • Capital Analysts LLC's First Trust Balanced Income ETF position peaked at $37K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.