IWC
FTBI

Integrated Wealth Concepts’s First Trust Balanced Income ETF FTBI Stock Holding History

Integrated Wealth Concepts’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 		$88.6K Buy
+4,066
New +$87.8K ﹤0.01% 2908

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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

Integrated Wealth Concepts's FTBI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Trust Balanced Income ETF (FTBI) in Q2 2026: 4,066 shares worth $88.6K. The stake represents ﹤0.01% of the portfolio and ranks #2908 among its holdings.

8 funds tracked by Wall St. Rank hold FTBI as of Q2 2026.

  • Integrated Wealth Concepts held 4,066 shares of First Trust Balanced Income ETF worth $88.6K as of Q2 2026.
  • First Trust Balanced Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • First Trust Balanced Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2908 holding.
  • 8 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.