First Trust Balanced Income ETF
FTBI
10 hedge funds and large institutions have $1.57M invested in First Trust Balanced Income ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
150% more funds holding
Funds holding: 4 → 10 (+6)
113% more capital invested
Capital invested by funds: $735K → $1.57M (+$834K)
1.88% more ownership
Funds ownership: 8.65% → 10.54% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$450K |
| 2 |
Jane Street
New York
|
+$392K |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$200K |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$196K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$693K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $450K | +$450K | +21,150 | New |
|
|
2
Jane Street
New York
| $391K | +$392K | +18,396 | New |
|
|
IAIM
3
International Assets Investment Management
Orlando,
Florida
| $200K | +$200K | +9,400 | New |
|
|
CIAS
4
Capital Investment Advisory Services
Raleigh,
North Carolina
| $196K | +$196K | +9,205 | New |
|
|
KAS
5
Kestra Advisory Services
Austin,
Texas
| $182K | +$182K | +8,539 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $50.4K | +$50.5K | +2,370 | New |
|
|
HI
7
Harbour Investments
Madison,
Wisconsin
| $48.9K | +$49K | +2,300 | New |
|
|
CAL
8
Capital Analysts LLC
Fort Washington,
Pennsylvania
| $37K | – | – | – |
|
|
TCM
9
Triumph Capital Management
Denver,
Colorado
| $10.6K | +$10.6K | +500 | New |
|
|
IWM
10
IMG Wealth Management
Jacksonville,
Florida
| $3.28K | – | – | – |
|
|
OMC
11
Old Mission Capital
Chicago,
Illinois
| – | -$693K | -32,609 | Closed |
|
|
ASN
12
Advisory Services Network
Atlanta,
Georgia
| – | -$2.13K | -100 | Closed |
|
FTBI Hedge Fund Activity: Q4 2025 in Review
10 of the 8,224 institutional investors tracked by Wall St. Rank reported a position in First Trust Balanced Income ETF (FTBI) for Q4 2025, worth a combined $1.57M — up 113% from $735K a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FTBI positions and 2 closed out — a net gain of 6 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $450K. The largest seller was Old Mission Capital, exiting entirely with an estimated $693K sold.
- 10 institutional investors held First Trust Balanced Income ETF (FTBI) as of Q4 2025, up from 4 in Q3 2025.
- Funds reported $1.57M of First Trust Balanced Income ETF stock for Q4 2025, up 113% quarter-over-quarter.
- 8 funds opened new First Trust Balanced Income ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
- The largest First Trust Balanced Income ETF buyer in Q4 2025 was Citadel Advisors, an estimated $450K added.
- The largest First Trust Balanced Income ETF seller in Q4 2025 was Old Mission Capital, an estimated $693K sold.
Based on aggregated 13F filings for Q4 2025.