Citadel Advisors
FTBI

Citadel Advisors’s First Trust Balanced Income ETF FTBI Stock Holding History

Citadel Advisors’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 		– Sell
-21,150
Closed -$450K – 14718
2025
Q4 		$450K Buy
+21,150
New +$450K ﹤0.01% 9291

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

Citadel Advisors's FTBI Position: Q1 2026 in Review

Citadel Advisors sold out of First Trust Balanced Income ETF (FTBI) in Q1 2026, closing a stake of 21,150 shares — an estimated $450K sold.

Citadel Advisors first reported a position in FTBI in Q4 2025 and held it in 1 quarter. The position peaked at $450K in Q4 2025. 10 funds tracked by Wall St. Rank hold FTBI as of Q1 2026.

  • Citadel Advisors reported no remaining First Trust Balanced Income ETF position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 21,150 First Trust Balanced Income ETF shares in Q1 2026, an estimated $450K.
  • Citadel Advisors first reported a position in First Trust Balanced Income ETF in Q4 2025 and held it in 1 quarter.
  • Citadel Advisors's First Trust Balanced Income ETF position peaked at $450K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.