FTBI FIRST TR EXCHANGE TRADED FD
FollowBALANCED INCOME (fund)
8 managers (8 13F filers) reported a position in FTBI shares at 2026-06-30, 109,257 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 3
- Reduced
- 0
- Sold out
- 4
- Shares held by filers
- 109,257
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 39,657 | $864K | <0.01% | +25,613 | 13F-HRTimelineGroup |
| Capital Investment Advisory Services, L… | 37,874 | $825K | 0.05% | +4,981 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 18,958 | $413K | <0.01% | +3,746 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 4,600 | $100K | <0.01% | 0 | 13F-HRTimeline |
| Integrated Wealth Concepts LLC | 4,066 | $88.6K | <0.01% | new | 13F-HRTimeline |
| INTERNATIONAL ASSETS INVESTMENT MANAGEM… | 2,200 | $47.7K | <0.01% | new | 13F-HRTimeline |
| Capital Analysts, LLCin group Capital Analysts, LLC | 1,748 | $38K | <0.01% | 0 | 13F-HRTimelineGroup |
| IMG Wealth Management, Inc. | 154 | $3.35K | <0.01% | 0 | 13F-HRTimeline |