We are live on ! Find out more
FTBI

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.

Upgrade to unlock
New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership: →

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

Top Buyers

1
+$508K
2
+$332K
3
+$251K
4
KAS
Kestra Advisory Services
Texas
+$143K
5
HI
Harbour Investments
Wisconsin
+$49.4K

Top Sellers

1
-$450K
2
-$391K
3
-$200K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1
Capital Investment Advisory Services
North Carolina
$685K
OMC
2
Old Mission Capital
Illinois
$322K
KAS
3
Kestra Advisory Services
Texas
$317K
Osaic Holdings
4
Osaic Holdings
Arizona
$293K
HI
5
Harbour Investments
Wisconsin
$95.9K
CAL
6
Capital Analysts LLC
Pennsylvania
$36K
TCM
7
Triumph Capital Management
Colorado
$10.4K
IWM
8
IMG Wealth Management
Florida
$3.21K
UBS Group
9
UBS Group
Switzerland
$3.02K
ASN
10
Advisory Services Network
Georgia
$2.08K
Citadel Advisors
11
Citadel Advisors
Florida
–
Jane Street
12
Jane Street
New York
–
IAIM
13
International Assets Investment Management
Florida
–