First Trust Balanced Income ETF
FTBI
8 hedge funds and large institutions have $2.38M invested in First Trust Balanced Income ETF in 2026 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, reducing their positions, and 4 closing their positions.
35% more capital invested
Capital invested by funds: $1.77M → $2.38M (+$613K)
2.07% more ownership
Funds ownership: 9.43% → 11.5% (+2.1%)
20% less funds holding
Funds holding: 10 → 8 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$553K |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$108K |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$87.8K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$80.9K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$47.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$322K |
| 2 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$10.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.02K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$2.08K |
FTBI Hedge Fund Activity: Q2 2026 in Review
8 of the 8,318 institutional investors tracked by Wall St. Rank reported a position in First Trust Balanced Income ETF (FTBI) for Q2 2026, worth a combined $2.38M — up 35% from $1.77M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FTBI and 2 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Osaic Holdings, adding an estimated $553K. The largest seller was Old Mission Capital, exiting entirely with an estimated $322K sold.
- 8 institutional investors held First Trust Balanced Income ETF (FTBI) as of Q2 2026, down from 10 in Q1 2026.
- Funds reported $2.38M of First Trust Balanced Income ETF stock for Q2 2026, up 35% quarter-over-quarter.
- 2 funds opened new First Trust Balanced Income ETF positions in Q2 2026 and 4 closed out, a net change of -2 holders.
- The largest First Trust Balanced Income ETF buyer in Q2 2026 was Osaic Holdings, an estimated $553K added.
- The largest First Trust Balanced Income ETF seller in Q2 2026 was Old Mission Capital, an estimated $322K sold.
Based on aggregated 13F filings for Q2 2026.