Institutional Ownership
First Trust Portfolios Unit 12004 Balanced Income Equity ETF Portfoli
CUSIP 30340B150UISQ1 2026
Institutional Holders
1
13F filers
Shares Held
4
Aggregate institutional
Institutional Value
$43
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased0
Sold out0
Institutional Holders
1 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cfg Wealth Management Services, Inc. | 4 | $43 | +4 | New |