First Trust Balanced Income ETF
FTBIFinancial·Exchange Traded Fund·USA·NYSE·Nov 11 • 10:11 AM ET
Price
FTBI against its 20, 50 and 200-day averages12.1% under 24.14 on 23 Jun 2026. Last 15 sessions, 2.5% high to low
Profile
FTBIFirst Trust Balanced Income ETF seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Bloomberg Moderate Allocation Income Focus Index. Under normal conditions, the fund will invest at least 80% of its net assets in the ETFs that comprise the index. The index seeks to track a portfolio with fixed allocations to income-generating ETFs across three asset classes: target income and buywrite income equity ETFs, actively managed investment grade fixed income ETFs and target income commodities ETFs. The fund is non-diversified.
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| No quarterly earnings. | |||||||
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| No annual earnings. | |||||
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| No estimate revisions. | ||||||||
Estimate history
| No estimate history. |
Income statement, annual
No statement data.
Income statement, quarterly
No statement data.
Balance sheet, annual
No statement data.
Cash flow, annual
No statement data.
Balance sheet, quarterly
No statement data.
Cash flow, quarterly
No statement data.
Revenue breakdown
| Revenue split | - |
|---|
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | - | 0.0M | - | 8.07K |
| 2026-10-15 | - | 0.0M | - | 8.01K |
| 2026-09-30 | - | 0.0M | - | 7.32K |
| 2026-09-15 | - | 0.0M | - | 6.77K |
| 2026-08-31 | - | 0.0M | - | 6.57K |
| 2026-08-14 | - | 0.0M | - | 5.73K |
| 2026-07-31 | - | 0.0M | - | 5.64K |
| 2026-07-15 | - | 0.0M | - | 5.10K |
| 2026-06-30 | - | 0.0M | - | 4.50K |
| 2026-06-15 | - | 0.0M | - | 3.68K |
| 2026-05-29 | - | 0.0M | - | 3.69K |
| 2026-05-15 | - | 0.0M | - | 3.61K |
| 2026-04-30 | - | 0.0M | - | 3.98K |
| 2026-04-15 | - | 0.0M | - | 4.15K |
| 2026-03-31 | - | 0.0M | - | 5.04K |
| 2026-03-13 | - | 0.0M | - | 4.99K |
| 2026-02-27 | - | 0.0M | - | 5.64K |
| 2026-02-13 | - | 0.0M | - | 6.48K |
| 2026-01-30 | - | 0.0M | - | 7.10K |
| 2026-01-15 | - | 0.0M | - | 7.09K |
Option chain
expiry 2026-11-11| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| No option chain for this symbol. | ||||||||||
Latest SEC filings
0| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| No filings. | ||||
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 0 | 0 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 0 | 0 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| Cambridge Investment Research Advisors, Inc. | 7.38% |
| Capital Investment Advisory Services, LLC | 5.58% |
| OSAIC HOLDINGS, INC. | 4.17% |
| Kestra Advisory Services, LLC | 1.92% |
| HARBOUR INVESTMENTS, INC. | 0.40% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.23% |
| Capital Analysts, LLC | 0.18% |
| IMG Wealth Management, Inc. | 0.01% |
Funds
| Fund | % owned |
|---|---|
| - | |
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