IWM
FTBI

IMG Wealth Management’s First Trust Balanced Income ETF FTBI Stock Holding History

IMG Wealth Management’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 		$3.21K Hold
154
– – ﹤0.01% 412
2025
Q4 		$3.28K Hold
154
– – ﹤0.01% 457
2025
Q3 		$3.27K Hold
154
– – ﹤0.01% 403
2025
Q2 		$3.16K Buy
+154
New +$3.12K ﹤0.01% 404

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
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

IMG Wealth Management's FTBI Position: Q1 2026 in Review

IMG Wealth Management held its First Trust Balanced Income ETF (FTBI) position steady in Q1 2026 at 154 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

IMG Wealth Management first reported a position in FTBI in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.28K in Q4 2025. 10 funds tracked by Wall St. Rank hold FTBI as of Q1 2026.

  • IMG Wealth Management held 154 shares of First Trust Balanced Income ETF worth $3.21K as of Q1 2026.
  • IMG Wealth Management left its First Trust Balanced Income ETF share count unchanged in Q1 2026.
  • First Trust Balanced Income ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #412 holding.
  • IMG Wealth Management first reported a position in First Trust Balanced Income ETF in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's First Trust Balanced Income ETF position peaked at $3.28K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.