First Trust Launches Balanced Income ETF (FTBI) With 3-Pronged Strategy Across Stocks, Bonds & Gold
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 03 2025
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Source: Benzinga
Introduction of First Trust Balanced Income ETF: First Trust has launched the Balanced Income ETF (FTBI), which utilizes an active management and fund-of-funds strategy to generate diversified income, aiming to replicate the income pattern of the Bloomberg Moderate Allocation Income Focus Index with a 0.97% expense ratio.
Investment Strategy Overview: FTBI allocates 60% to equity-linked ETFs using various income-oriented strategies, 35% to fixed-income investments including government and corporate bonds, and 5% to commodity-linked ETFs, primarily focusing on gold, thereby providing a balanced approach to income generation across multiple asset classes.
Analyst Views on FTBI
Wall Street analysts forecast FTBI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for FTBI is USD with a low forecast of USD and a high forecast of USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
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Current: 21.560
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About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
