DOSSIER · 13F Holders · Q3 2026
FIRST TRUST PORTFOLIOS UNIT 12004 BALANCED INCOME EQUITY ETF PORTFOLI
1 institutions still hold FIRST TRUST PORTFOLIOS UNIT 12004 BALANCED INCOME EQUITY ETF PORTFOLI as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 30340B150·1 13F holders·last filed Sep 30, 2026
AI Holders Summary · Q3 2026
1 institutions reported FIRST TRUST PORTFOLIOS UNIT 12004 BALANCED INCOME EQUITY ETF PORTFOLI in Q3 2026. CFG Wealth Management Services, Inc. leads at 100.0% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.