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First Trust Balanced Inc ETF (FTBI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cambridge Investment Research Advisors, Inc.
NEW
Shares84,904
Change+84,904
Value$1.8M
Filed 2026-11-02
Capital Investment Advisory Services, LLC
INCREASED
Shares64,131 from 37,874
Change+26,257 (+69%)
Value$1.3M (+$523.0K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares22,052 from 18,958
Change+3,094 (+16%)
Value$463.6K (+$50.5K)
Filed 2026-11-02
Harbour Investments, Inc.
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$96.7K (-$3.5K)
Filed 2026-11-09
IMG Wealth Management, Inc.
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$3.2K (-$118)
Filed 2026-10-27
International Assets Investment Management, LLC
CLOSED
Shares0 from 2,200
Change-2,200 (-100%)
Value$0 (-$47.7K)
Filed 2026-11-02
Osaic Holdings, Inc.
N/A
Shares— from 39,657
Change-39,657 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 1,748
Change-1,748 (-100%)
Value—
Status
Cambridge Investment Research Advisors, Inc.
NEW84,904—+84,904——$1.8M—2026-11-02
Capital Investment Advisory Services, LLC
INCREASED64,13137,874+26,257+69%$825.1K$1.3M+$523.0K2026-10-30
Kestra Advisory Services, LLC
INCREASED22,05218,958+3,094+16%$413.0K$463.6K+$50.5K2026-11-02
Harbour Investments, Inc.
UNCHANGED4,6004,60000%$100.2K$96.7K-$3.5K2026-11-09
IMG Wealth Management, Inc.
UNCHANGED15415400%$3.4K$3.2K-$1182026-10-27
International Assets Investment Management, LLC
CLOSED02,200-2,200-100%$47.7K$0-$47.7K2026-11-02
Osaic Holdings, Inc.
N/A—39,657-39,657-100%$864.1K———
Capital Analysts, LLC
N/A—1,748-1,748-100%$38.0K———
Showing 8 of 8 institutions