FTBI

First Trust Balanced Inc ETFETF$21.56 0.42%
UnclassifiedCUSIP 33738R571· EOD Sep 11, 2026

Among active 13F managers last quarter, 2 opened and 3 added, while none reduced or exited; the largest holder to move was Capital Investment Advisory Services, LLC (+15%).

Tracked 13F holders
9
5 in Q2 2026 filings
13F value (tracked)
$2.0M
13F moves · latest Q
5 added
0 reduced

Price & smart-money activity

$21.56 0.42%1Y +7.9%
$19.81$20.41$21.00$21.60$22.19May 2025AugDecMar 2026JunSep252422
Hover for who · click for detailEnd-of-day closing prices52w $20.49 – $22.05

Who owns FTBI?

9 tracked 13F filers · ranked by shares held

9 tracked 13F filers disclose a position in FTBI as of the latest SEC 13F filings, a combined $2.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Capital Investment Advisory Services, LLC38K
$825K
+15%
Added · +5K sh
Q2 2026
2Kestra Advisory Services, LLC19K
$413K
+25%
Added · +4K sh
Q2 2026
3Old Mission Capital LLC15K
$322K
New
+15K sh
Q1 2026
4Osaic Holdings, Inc.14K
$293K
+493%
Added · +12K sh
Q1 2026
5Harbour Investments, Inc.5K
$96K
+100%
Added · +2K sh
Q1 2026
6International Assets Investment Management, LLC2K
$48K
Added
Added · +2K sh
Q2 2026
7IMG Wealth Management, Inc.154
$3K
Held
Q2 2026
8UBS Group AG145
$3K
New
+145 sh
Q1 2026
9Advisory Services Network, LLC100
$2K
New
+100 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FTBI being bought or sold by institutions?

Last quarter, 2 funds opened a new position in FTBI and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
3
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FTBI also own

CompanyCo-held byTheir position there
Ishares Core Msci EmergingIEMG5 funds$659.2M
SS SPDR S&P 500 ETF Trust-USSPY5 funds$568.0M
Nvidia CorpNVDA5 funds$434.1M
Vanguard S&P 500 ETFVOO5 funds$424.4M
Invesco QQQ Trust Series 1QQQ5 funds$386.1M
Ishares Core S&P 500 ETFIVV5 funds$256.2M
Ishares China Large-Cap ETFFXI5 funds$204.3M
Vanguard Total Stock MKT ETFVTI5 funds$150.6M
Vanguard Ftse Developed ETFVEA5 funds$139.0M
First Trust Smith UnconstraiUCON5 funds$128.4M
Avantis Emerging Markets EqAVEM5 funds$121.2M
FT Vest Lad Buffervetf-Usd IBUFR5 funds$120.5M

Ranked by how many of FTBI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FTBI.

Institutional ownership over time

5 tracked filers in Q2 2026 filingsstill filing
059Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.4M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
RDVYmc757 funds$15.2B
AIRRmc510 funds$6.2B
TDIVmc401 funds$2.3B
FVmc330 funds$2.2B
FTHImc207 funds$1.3B
FTXLmc193 funds$1.4B
ROBTmc163 funds$303.0M
FTXOmc122 funds$227.6M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FTBI

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FTBI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FTBI.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FTBI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.