FTBI FIRST TR EXCHANGE TRADED FD
FollowBALANCED INCOME (fund)
10 managers (10 13F filers) reported a position in FTBI shares at 2026-03-31, 84,844 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 3
- Added
- 4
- Reduced
- 0
- Sold out
- 3
- Shares held by filers
- 84,844
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, L… | 32,893 | $685K | 0.05% | +23,688 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 15,448 | $322K | 0.01% | new | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 15,212 | $317K | <0.01% | +6,673 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 14,044 | $293K | <0.01% | +11,674 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 4,600 | $95.9K | <0.01% | +2,300 | 13F-HRTimeline |
| Capital Analysts, LLCin group Capital Analysts, LLC | 1,748 | $36K | <0.01% | 0 | 13F-HRTimelineGroup |
| Triumph Capital Management | 500 | $10.4K | <0.01% | 0 | 13F-HRTimeline |
| IMG Wealth Management, Inc. | 154 | $3.21K | <0.01% | 0 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 145 | $3.02K | <0.01% | new | 13F-HRTimelineGroup |
| Advisory Services Network, LLC | 100 | $2.08K | <0.01% | new | 13F-HRTimeline |