KAS
FTBI

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

Kestra Advisory Services’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 		$317K Buy
15,212
+6,673
+78% +$143K ﹤0.01% 2575
2025
Q4 		$182K Buy
+8,539
New +$182K ﹤0.01% 2973

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
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
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 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

Kestra Advisory Services's FTBI Position: Q1 2026 in Review

Kestra Advisory Services increased its First Trust Balanced Income ETF (FTBI) stake by 78% in Q1 2026, buying an estimated $143K and bringing the position to 15,212 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Kestra Advisory Services first reported a position in FTBI in Q4 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold FTBI as of Q1 2026.

  • Kestra Advisory Services held 15,212 shares of First Trust Balanced Income ETF worth $317K as of Q1 2026.
  • Kestra Advisory Services bought 6,673 First Trust Balanced Income ETF shares in Q1 2026, an estimated $143K.
  • First Trust Balanced Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2575 holding.
  • Kestra Advisory Services first reported a position in First Trust Balanced Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.