FIRST TR EXCHANGE TRADED FD - BALANCED INCOME (FTBI) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2025 to Q4 2025

Type / Class
Equity / BALANCED INCOME
Symbol
FTBI
Price per share
$21.74
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
73,762
Total reported value
$1,569,521
% of total 13F portfolios
0%
Share change
+39,151
Value change
+$834,165
Number of holders
10
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 10 institutional investors reported holding 73,762 shares of FIRST TR EXCHANGE TRADED FD - BALANCED INCOME (FTBI).

Institutional Holders of FIRST TR EXCHANGE TRADED FD - BALANCED INCOME (FTBI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 73,762 $1,569,521 +$834,165 $21.28 10
2025 Q3 34,611 $735,352 +$333,337 $21.25 4
2025 Q2 19,571 $401,905 +$401,905 $20.54 2