# FIRST TR EXCHANGE TRADED FD BALANCED INCOME

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.

## Summary

- Issuer: FIRST TR EXCHANGE TRADED FD
- Class: BALANCED INCOME
- CUSIP: 33738R571
- 13F holders: 11
- 13F value: $2.0M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Capital Investment Advisory Services, LLC](https://search.stillhousedata.com/firm/149124) | RALEIGH, NC | $825K | 37,874 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $413K | 18,958 |
| [OLD MISSION CAPITAL LLC](https://search.stillhousedata.com/firm/146991) | CHICAGO, IL | $322K | 15,448 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $293K | 14,044 |
| [HARBOUR INVESTMENTS, INC.](https://search.stillhousedata.com/firm/19258) | MADISON, WI | $96K | 4,600 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | ORLANDO, FL | $48K | 2,200 |
| [IMG Wealth Management, Inc.](https://search.stillhousedata.com/firm/285966) | JACKSONVILLE, FL | $3K | 154 |
| UBS Group AG | Zurich, V8 | $3K | 145 |
| Advisory Services Network, LLC | Atlanta, GA | $2K | 100 |
| [Capital Analysts, LLC](https://search.stillhousedata.com/firm/162200) | FORT WASHINGTON, PA | $38 | 1,748 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/33738R571.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.