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First Trust Portfolios Unit 12004 Balanced Income Equity ETF Portfoli
Q1 2026 vs Q3 2026
Comparing institutional holders between quarters
Quarters
Q3 2026
Q1 2026
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
0
New
0
Closed
0
Increased
0
Decreased
1
Unchanged
0
No Data
Sort by
Q3 2026 shares — high to low
Q3 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q3 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
CFG Wealth Management Services, Inc.
UNCHANGED
Shares
4
from 4
Change
0
(0%)
Value
$47
(+$4)
Filed 2026-10-21
Institution
Status
Q3 2026 ↓
Q1 2026
Change
% Change
Q1 2026 Value
Q3 2026 Value
Value Change
Filed
CFG Wealth Management Services, Inc.
UNCHANGED
4
4
0
0%
$43
$47
+$4
2026-10-21
Showing 1 of 1 institutions