Kestra Advisory Services’s First Trust Balanced Income ETF FTBI Stock Holding History

Kestra Advisory Services's FTBI Position: Q2 2026 in Review

Kestra Advisory Services increased its First Trust Balanced Income ETF (FTBI) stake by 25% in Q2 2026, buying an estimated $80.9K and bringing the position to 18,958 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #2479.

Kestra Advisory Services 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.

• Kestra Advisory Services held 18,958 shares of First Trust Balanced Income ETF worth $413K as of Q2 2026.
• Kestra Advisory Services bought 3,746 First Trust Balanced Income ETF shares in Q2 2026, an estimated $80.9K.
• First Trust Balanced Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2479 holding.
• Kestra Advisory Services 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 Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.