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First Trust Balanced Inc ETF (FTBI)

CUSIP: 33738R571 | NYSE | 15 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.84,904
0.0% of portfolio›$1.8M
Capital Investment Advisory Services, LLC64,131
0.1% of portfolio›$1.3M
Kestra Advisory Services, LLC22,052
0.0% of portfolio›$463.6K
Harbour Investments, Inc.4,600
0.0% of portfolio›$96.7K
IMG Wealth Management, Inc.154
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
84,904$1.8M0.0%ETFLowFairfield, IA2026-11-02
Capital Investment Advisory Services, LLC
64,131$1.3M0.1%CoreMediumRaleigh, NC2026-10-30
Kestra Advisory Services, LLC
22,052$463.6K0.0%IndexLowAustin, TX2026-11-02
Harbour Investments, Inc.
4,600$96.7K0.0%ETFLowMadison, WI2026-11-09
IMG Wealth Management, Inc.
154$3.2K0.0%ETFMediumJacksonville, FL2026-10-27