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FTBI

First Trust Balanced Income ETF

2 hedge funds and large institutions have $402K invested in First Trust Balanced Income ETF in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13.05% more ownership

Funds ownership: 0%13.05% (+13%)

Holders
2
Holders Change
+2
Holders Change %
% of All Funds
0.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$393K
2
IWM
IMG Wealth Management
Florida
+$3.12K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$399K +$393K +19,417 New
IWM
2
IMG Wealth Management
Florida
$3.16K +$3.12K +154 New

FTBI Hedge Fund Activity: Q2 2025 in Review

2 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Balanced Income ETF (FTBI) for Q2 2025, worth a combined $402K.

Buyers outnumbered sellers: 2 funds opened new FTBI positions and 0 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $393K.

  • 2 institutional investors held First Trust Balanced Income ETF (FTBI) as of Q2 2025, up from 0 in Q1 2025.
  • Funds reported $402K of First Trust Balanced Income ETF stock for Q2 2025.
  • 2 funds opened new First Trust Balanced Income ETF positions in Q2 2025 and 0 closed out, a net change of +2 holders.
  • The largest First Trust Balanced Income ETF buyer in Q2 2025 was Jane Street, an estimated $393K added.

Based on aggregated 13F filings for Q2 2025.