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First Trust Balanced Income ETF
FTBI

7 hedge funds and large institutions have $2.29M invested in First Trust Balanced Income ETF in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more capital inflows, than outflows

Capital inflows: $789K | Capital outflows: $337K

1.65% more ownership

Funds ownership: 9.43% → 11.07% (+1.6%)

30% less funds holding

Funds holding: 10 → 7 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
7
Holders Change
-3
Holders Change %
-30%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$553K
2
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
+$108K
3
Kestra Advisory Services
Kestra Advisory Services
Texas
+$80.9K
4
IAIM
International Assets Investment Management
Florida
+$47.5K

Top Sellers

Rank Fund Capital Flow
1
Old Mission Capital
Old Mission Capital
Illinois
-$322K
2
Triumph Capital Management
Triumph Capital Management
Colorado
-$10.4K
3
UBS Group
UBS Group
Switzerland
-$3.02K
4
Advisory Services Network
Advisory Services Network
Georgia
-$2.08K

FTBI Hedge Fund Activity: Q2 2026 in Review

7 of the 8,366 institutional investors tracked by Wall St. Rank reported a position in First Trust Balanced Income ETF (FTBI) for Q2 2026, worth a combined $2.29M — up 30% from $1.77M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FTBI and 1 opened new positions — a net loss of 3 holders — while 0 trimmed existing stakes and 3 added.

The largest buyer was Osaic Holdings, adding an estimated $553K. The largest seller was Old Mission Capital, exiting entirely with an estimated $322K sold.

  • 7 institutional investors held First Trust Balanced Income ETF (FTBI) as of Q2 2026, down from 10 in Q1 2026.
  • Funds reported $2.29M of First Trust Balanced Income ETF stock for Q2 2026, up 30% quarter-over-quarter.
  • 1 fund opened new First Trust Balanced Income ETF positions in Q2 2026 and 4 closed out, a net change of -3 holders.
  • The largest First Trust Balanced Income ETF buyer in Q2 2026 was Osaic Holdings, an estimated $553K added.
  • The largest First Trust Balanced Income ETF seller in Q2 2026 was Old Mission Capital, an estimated $322K sold.

Based on aggregated 13F filings for Q2 2026.