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
Q2 		$100K Hold
4,600
– – ﹤0.01% 2004
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

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
IWM
IMG Wealth Management Jacksonville, Florida $180M AUM 21.06% 1-Year Est. Return

Harbour Investments's FTBI Position: Q2 2026 in Review

Harbour Investments held its First Trust Balanced Income ETF (FTBI) position steady in Q2 2026 at 4,600 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #2004.

Harbour Investments first reported a position in FTBI in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold FTBI as of Q2 2026.

  • Harbour Investments held 4,600 shares of First Trust Balanced Income ETF worth $100K as of Q2 2026.
  • Harbour Investments left its First Trust Balanced Income ETF share count unchanged in Q2 2026.
  • First Trust Balanced Income ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2004 holding.
  • Harbour Investments first reported a position in First Trust Balanced Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.