First Trust Balanced Income ETF
FTBI
10 hedge funds and large institutions have $1.77M invested in First Trust Balanced Income ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, reducing their positions, and 3 closing their positions.
13% more capital invested
Capital invested by funds: $1.57M → $1.77M (+$198K)
0% more funds holding
Funds holding: 10 → 10 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
1.11% less ownership
Funds ownership: 10.54% → 9.43% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$508K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$332K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$251K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$143K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$49.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$450K |
| 2 |
Jane Street
New York
|
-$391K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
1
Capital Investment Advisory Services
Raleigh,
North Carolina
| $685K | +$508K | +23,688 | +257% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $322K | +$332K | +15,448 | New |
|
|
KAS
3
Kestra Advisory Services
Austin,
Texas
| $317K | +$143K | +6,673 | +78% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $293K | +$251K | +11,674 | +493% |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $95.9K | +$49.4K | +2,300 | +100% |
|
|
CAL
6
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $36K | – | – | – |
|
|
TCM
7
Triumph Capital Management
Denver,
Colorado
| $10.4K | – | – | – |
|
|
IWM
8
IMG Wealth Management
Jacksonville,
Florida
| $3.21K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $3.02K | +$3.11K | +145 | New |
|
|
ASN
10
Advisory Services Network
Atlanta,
Georgia
| $2.08K | +$2.15K | +100 | New |
|
|
11
Citadel Advisors
Miami,
Florida
| – | -$450K | -21,150 | Closed |
|
|
12
Jane Street
New York
| – | -$391K | -18,396 | Closed |
|
|
IAIM
13
International Assets Investment Management
Orlando,
Florida
| – | -$200K | -9,400 | Closed |
|
FTBI Hedge Fund Activity: Q1 2026 in Review
10 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in First Trust Balanced Income ETF (FTBI) for Q1 2026, worth a combined $1.77M — up 13% from $1.57M a quarter earlier.
Fund positioning in FTBI was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 0 trimmed.
The largest buyer was Capital Investment Advisory Services, adding an estimated $508K. The largest seller was Citadel Advisors, exiting entirely with an estimated $450K sold.
- 10 institutional investors held First Trust Balanced Income ETF (FTBI) as of Q1 2026, unchanged from Q4 2025.
- Funds reported $1.77M of First Trust Balanced Income ETF stock for Q1 2026, up 13% quarter-over-quarter.
- 3 funds opened new First Trust Balanced Income ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
- The largest First Trust Balanced Income ETF buyer in Q1 2026 was Capital Investment Advisory Services, an estimated $508K added.
- The largest First Trust Balanced Income ETF seller in Q1 2026 was Citadel Advisors, an estimated $450K sold.
Based on aggregated 13F filings for Q1 2026.