First Trust Balanced Income ETF
FTBI
4 hedge funds and large institutions have $735K invested in First Trust Balanced Income ETF in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
100% more funds holding
Funds holding: 2 → 4 (+2)
83% more capital invested
Capital invested by funds: $402K → $735K (+$333K)
4.39% less ownership
Funds ownership: 13.05% → 8.65% (-4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$680K |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$36.5K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$399K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
1
Old Mission Capital
Chicago,
Illinois
| $693K | +$680K | +32,609 | New |
|
|
CAL
2
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $37K | +$36.5K | +1,748 | New |
|
|
IWM
3
IMG Wealth Management
Jacksonville,
Florida
| $3.27K | – | – | – |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $2.13K | +$2.08K | +100 | New |
|
|
5
Jane Street
New York
| – | -$399K | -19,417 | Closed |
|
FTBI Hedge Fund Activity: Q3 2025 in Review
4 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Balanced Income ETF (FTBI) for Q3 2025, worth a combined $735K — up 83% from $402K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FTBI positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $680K. The largest seller was Jane Street, exiting entirely with an estimated $399K sold.
- 4 institutional investors held First Trust Balanced Income ETF (FTBI) as of Q3 2025, up from 2 in Q2 2025.
- Funds reported $735K of First Trust Balanced Income ETF stock for Q3 2025, up 83% quarter-over-quarter.
- 3 funds opened new First Trust Balanced Income ETF positions in Q3 2025 and 1 closed out, a net change of +2 holders.
- The largest First Trust Balanced Income ETF buyer in Q3 2025 was Old Mission Capital, an estimated $680K added.
- The largest First Trust Balanced Income ETF seller in Q3 2025 was Jane Street, an estimated $399K sold.
Based on aggregated 13F filings for Q3 2025.