FTBI Institutional Ownership
First Trust Balanced Income ETF
1W: -0.5%
1M: -2.4%
3M: -3.2%
YTD: +0.4%
1Y: +1.0%
$21.13
+0.02 (+0.12%)
Weekly Expected Move ±1.0%
$21
$21
$21
$21
$22
Overview
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Holdings
Changes
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Analysis
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Short Interest
Dividends
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Institutional Ownership — FTBI
12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
2
New Positions
3
Increased
4
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OSAIC HOLDINGS, INC. | 39,657 | 838K | +25,613 | +182.4% | 3Q | SEC ↗ |
| 2 | Capital Investment Advisory Services, | 37,874 | 800K | +4,981 | +15.1% | 3Q | SEC ↗ |
| 3 | Kestra Advisory Services, LLC | 18,958 | 401K | +3,746 | +24.6% | 3Q | SEC ↗ |
| 4 | HARBOUR INVESTMENTS, INC. | 4,600 | 97K | — | +0.0% | 3Q | SEC ↗ |
| 5 | Integrated Wealth Concepts LLC NEW | 4,066 | 86K | — | +0.0% | 1Q | SEC ↗ |
| 6 | INTERNATIONAL ASSETS INVESTMENT MANAGE NEW | 2,200 | 46K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Capital Analysts, LLC | 1,748 | 37K | — | +0.0% | 4Q | SEC ↗ |
| 8 | IMG Wealth Management, Inc. | 154 | 3K | — | +0.0% | 5Q | SEC ↗ |
| 9 | CITADEL ADVISORS LLC | 0 | 0K | -21,150 | -100.0% | 1Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 0 | 0K | -18,396 | -100.0% | 1Q | SEC ↗ |
| 11 | OLD MISSION CAPITAL LLC | 0 | 0K | -15,448 | -100.0% | 1Q | SEC ↗ |
| 12 | Triumph Capital Management | 0 | 0K | -500 | -100.0% | 3Q | SEC ↗ |
| 13 | Advisory Services Network, LLC | 0 | 0K | -100 | -100.0% | 1Q | SEC ↗ |
| 14 | UBS Group AG | 0 | 0K | -145 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 4,066 | 86K |
| INTERNATIONAL ASSETS INVESTMENT MAN | 2,200 | 46K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 21,150 | 447K |
| JANE STREET GROUP, LLC | 18,396 | 389K |
| OLD MISSION CAPITAL LLC | 15,448 | 326K |
| Triumph Capital Management | 500 | 11K |
| UBS Group AG | 145 | 3K |
| Advisory Services Network, LLC | 100 | 2K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | +25,613 | +182.4% | 39,657 |
| Capital Investment Advisory Service | +4,981 | +15.1% | 37,874 |
| Kestra Advisory Services, LLC | +3,746 | +24.6% | 18,958 |
Biggest Decreases (0)
None.