Institutional Ownership
First Tr Exchange Traded Fd
CUSIP 33738R571BALANCED INCOMEFTBIQ1 2026
Institutional Holders
10
13F filers
Shares Held
84.8K
Aggregate institutional
Institutional Value
$1.73M
Q1 2026
Net New Holders
+1
4 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased4
Decreased0
Sold out3
Institutional Holders
10 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Capital Investment Advisory Services, LLC | 32.9K | $685.4K | +23.7K | Added |
| 2 | Old Mission Capital LLC | 15.4K | $321.9K | +15.4K | New |
| 3 | Kestra Advisory Services, LLC | 15.2K | $317.0K | +6.7K | Added |
| 4 | Osaic Holdings, Inc. | 14.0K | $292.7K | +11.7K | Added |
| 5 | Harbour Investments, Inc. | 4.6K | $95.9K | +2.3K | Added |
| 6 | Triumph Capital Management | 500 | $10.4K | 0 | Held |
| 7 | Img Wealth Management, Inc. | 154 | $3.2K | 0 | Held |
| 8 | Ubs Group AG | 145 | $3.0K | +145 | New |
| 9 | Advisory Services Network, LLC | 100 | $2.1K | +100 | New |
| 10 | Capital Analysts, LLC | 1.7K | $36 | +1.7K | New |