Who owns FTBI?
First Trust Balanced Income ETF · First Trust
8 institutions reported holding FTBI, worth $2.4M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of FTBI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Osaic Holdings, Inc. | Scottsdale, AZ | $864K | 39,657 | +25,613 shares |
| Capital Investment Advisory Services, LLC | Raleigh, NC | $825K | 37,874 | +4,981 shares |
| Kestra Advisory Services, LLC | Austin, TX | $413K | 18,958 | +3,746 shares |
| Harbour Investments, Inc. | Madison, WI | $100K | 4,600 | No change |
| Integrated Wealth Concepts LLC | Waltham, MA | $89K | 4,066 | New position |
| International Assets Investment Management, LLC | Orlando, FL | $48K | 2,200 | New position |
| Capital Analysts, LLC | Fort Washington, PA | $38K | 1,748 | No change |
| IMG Wealth Management, Inc. | Jacksonville, FL | $3K | 154 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns FTBI?
8 institutional managers reported holding FTBI in Form 13F filings for June 30, 2026, worth $2.4M in total. The largest reported position was held by Osaic Holdings, Inc., at $864K.
Did institutions buy or sell FTBI last quarter?
Reported 13F value rose 34.7% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is FTBI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.