HI
FTBI

Harbour Investments’s First Trust Balanced Income ETF FTBI Stock Holding History

Harbour Investments’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 		$95.9K Buy
4,600
+2,300
+100% +$49.4K ﹤0.01% 1968
2025
Q4 		$48.9K Buy
+2,300
New +$49K ﹤0.01% 1981

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
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

Harbour Investments's FTBI Position: Q1 2026 in Review

Harbour Investments increased its First Trust Balanced Income ETF (FTBI) stake by 100% in Q1 2026, buying an estimated $49.4K and bringing the position to 4,600 shares worth $95.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Harbour Investments first reported a position in FTBI in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold FTBI as of Q1 2026.

  • Harbour Investments held 4,600 shares of First Trust Balanced Income ETF worth $95.9K as of Q1 2026.
  • Harbour Investments bought 2,300 First Trust Balanced Income ETF shares in Q1 2026, an estimated $49.4K.
  • First Trust Balanced Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #1968 holding.
  • Harbour Investments first reported a position in First Trust Balanced Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.