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 Q2	$3.35K	Hold	154	–	–	﹤0.01%	430
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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

IMG Wealth Management's FTBI Position: Q2 2026 in Review

IMG Wealth Management held its First Trust Balanced Income ETF (FTBI) position steady in Q2 2026 at 154 shares worth $3.35K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

IMG Wealth Management first reported a position in FTBI in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold FTBI as of Q2 2026.

IMG Wealth Management held 154 shares of First Trust Balanced Income ETF worth $3.35K as of Q2 2026.
IMG Wealth Management left its First Trust Balanced Income ETF share count unchanged in Q2 2026.
First Trust Balanced Income ETF made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #430 holding.
IMG Wealth Management first reported a position in First Trust Balanced Income ETF in Q2 2025 and has held it in 5 quarters since.
8 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.