UBS Group
FTBI

UBS Group’s First Trust Balanced Income ETF FTBI Stock Holding History

UBS Group’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 		$3.02K Buy
+145
New +$3.11K ﹤0.01% 9157

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
IWM
IMG Wealth Management Jacksonville, Florida $157M AUM 17.95% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

UBS Group's FTBI Position: Q1 2026 in Review

UBS Group opened a new position in First Trust Balanced Income ETF (FTBI) in Q1 2026: 145 shares worth $3.02K. The stake represents ﹤0.01% of the portfolio and ranks #9157 among its holdings.

10 funds tracked by Wall St. Rank hold FTBI as of Q1 2026.

  • UBS Group held 145 shares of First Trust Balanced Income ETF worth $3.02K as of Q1 2026.
  • First Trust Balanced Income ETF was a new UBS Group position in Q1 2026.
  • First Trust Balanced Income ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9157 holding.
  • 10 funds tracked by Wall St. Rank held First Trust Balanced Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.