Who Owns First Trust Balanced Income ETF (FTBI)?Hedge Fund & Institutional Holders
Institutional Holders
10
as of Q4 2025
Total Institutional Value
$20000019500010000384.0T
% of Float Held
—
QoQ Change in Holders
+8 / -2
Price History
FTBI — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | New Position | +9K | +$200.0M |
| Capital Investment Advisory Services, LLC | New Position | +9K | +$195.0M |
| IMG Wealth Management, Inc. | New Position | +154 | +$3.0M |
| HARBOUR INVESTMENTS, INC. | New Position | +2K | +$48K |
| CITADEL ADVISORS LLC | New Position | +21K | +$0 |
| JANE STREET GROUP, LLC | New Position | +18K | +$0 |
| OSAIC HOLDINGS, INC. | New Position | +2K | +$0 |
| Kestra Advisory Services, LLC | New Position | +9K | +$0 |
FTBI — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | Closed Position | -33K | -$693.0M |
| Advisory Services Network, LLC | Closed Position | -100 | -$2.1M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9,400 | $200.0M | 0.01% | Share |
| 2 | Capital Investment Advisory Services, LLC | 9,205 | $195.0M | 0.01% | Share |
| 3 | Triumph Capital Management | 500 | $10.0M | 0.00% | Share |
| 4 | IMG Wealth Management, Inc. | 154 | $3.0M | 0.00% | Share |
| 5 | HARBOUR INVESTMENTS, INC. | 2,300 | $48K | 0.00% | Share |
| 6 | Capital Analysts, LLC | 1,748 | $37K | 0.00% | Share |
| 7 | OSAIC HOLDINGS, INC. | 2,370 | $0 | 0.00% | Share |
| 8 | Kestra Advisory Services, LLC | 8,539 | $0 | 0.00% | Share |
| 9 | CITADEL ADVISORS LLC | 21,150 | $0 | 0.00% | Share |
| 10 | JANE STREET GROUP, LLC | 18,396 | $0 | 0.00% | Share |
FTBI Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 10 | $408.1M | +6 |
| Q3 2025 | 4 | $705.7M | +1 |
| Q2 2025 | 3 | $401.9M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 10 institutional investors hold FTBI (First Trust Balanced Income ETF). The largest holder is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC with $200.0M in shares. This quarter, 8 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own FTBI?
As of Q4 2025, 10 institutional investors report holding FTBI (First Trust Balanced Income ETF) in their 13F filings.
Who is the largest institutional holder of FTBI?
The largest institutional holder of FTBI is INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC with $200.0M in shares.
Is institutional ownership of FTBI increasing or decreasing?
This quarter, 8 institutions opened new positions in FTBI and 2 closed their positions.