FIRST TR EXCHANGE TRADED FD BALANCED INCOME is a security (CUSIP 33738R571) tracked across SEC portfolio filings. 11 institutional managers reported $2.0M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Capital Investment Advisory Services, LLC | RALEIGH, NC | $825K | 37,874 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $413K | 18,958 |
| OLD MISSION CAPITAL LLC | CHICAGO, IL | $322K | 15,448 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $293K | 14,044 |
| HARBOUR INVESTMENTS, INC. | MADISON, WI | $96K | 4,600 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO, FL | $48K | 2,200 |
| IMG Wealth Management, Inc. | JACKSONVILLE, FL | $3K | 154 |
| UBS Group AG | Zurich, V8 | $3K | 145 |
| Advisory Services Network, LLC | Atlanta, GA | $2K | 100 |
| Capital Analysts, LLC | FORT WASHINGTON, PA | $38 | 1,748 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |