First Trust Balanced Income ETFFTBI
Type
ETF
Peer group
Allocation
Net assets
$18.8M
Expense ratio
0.97%
1-year return
+12.5%
3 years, a year
—
5 years, a year
—
12-month yield
7.84%
Holdings
14
What it aims to do.
The First Trust Balanced Income ETF (the Fund ) seeks investment results that correspond generally to the price and yield (before the Funds fees and expenses) of an index called the Bloomberg Moderate Allocation Income Focus Index (the Index ).
Top 10 holdings.
| Holding | % of fund |
|---|---|
| First Trust Exchange-Traded Fund VI | 19.76% |
| First Trust Exchange-Traded Fund VI | 9.78% |
| First Trust Exchange-Traded Fund IV | 9.76% |
| First Trust Exchange-Traded Fund IV | 7.08% |
| First Trust Exchange-Traded Fund VIII | 7.04% |
| First Trust Exchange-Traded Fund Viii | 6.83% |
| First Trust Exchange-Traded Fund IV | 6.73% |
| First Trust Exchange-Traded Fund IV | 6.58% |
| First Trust Exchange-Traded Fund | 5.20% |
| First Trust Exchange-Traded Fund IV | 4.42% |
More on FTBI.
- FTBI overview
- FTBI holdings
- FTBI risk
- FTBI costs
- FTBI money in and out
- FTBI share classes
- Compare FTBI with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.