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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

234 hedge funds and large institutions have $860M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
69
Reduced
79
Closed
22
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$999K

Top Buyers

1
KCM
Karp Capital Management
California
+$10.8M
2
AIC
Ameritas Investment Company
Nebraska
+$6.45M
3
QAM
Q3 Asset Management
Michigan
+$5.8M
4
AA
Ancora Advisors
Ohio
+$3.51M
5
HI
Harbour Investments
Wisconsin
+$3.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.7M
2
Wells Fargo
Wells Fargo
California
-$6.99M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.02M
4
LPL Financial
LPL Financial
California
-$4.28M
5
RJA
Raymond James & Associates
Florida
-$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
226
Hoey Investments
Pennsylvania
$5K – – –
CCA
227
Column Capital Advisors
Indiana
$4K – – –
VRM
228
Vectors Research Management
New York
$3K +$3K +17 New
FMP
229
Financial Management Professionals
Texas
$2K – – –
FRA
230
Front Row Advisors
California
$2K – – –
WQ
231
Wealth Quarterback
New Jersey
$2K – – –
GFPC
232
Global Financial Private Client
Florida
$1.82K – – –
WIM
233
Westside Investment Management
California
$16 – – –
TCM
234
Triumph Capital Management
Colorado
– -$204K -6,878 Closed
SWP
235
Stratos Wealth Partners
Ohio
– -$893K -5,174 Closed
LFAS
236
Level Four Advisory Services
Texas
– -$572K -3,313 Closed
MAP
237
Milestone Advisory Partners
North Carolina
– -$337K -1,950 Closed
Creative Planning
238
Creative Planning
Kansas
– -$319K -1,850 Closed
EPA
239
Element Pointe Advisors
Florida
– -$275K -1,636 Closed
1WM
240
1900 Wealth Management
Texas
– -$274K -1,587 Closed
WI
241
Wintrust Investments
Illinois
– -$234K -1,353 Closed
WBG
242
Wharton Business Group
Pennsylvania
– -$207K -1,200 Closed
TWM
243
Triton Wealth Management
Arizona
– -$200K -1,173 Closed
WLIM
244
White Lighthouse Investment Management
Massachusetts
– -$201K -1,165 Closed
SB
245
Strategic Blueprint
Georgia
– -$164K -951 Closed
PGWM
246
Parisi Gray Wealth Management
New Jersey
– -$112K -650 Closed
ASN
247
Advisory Services Network
Georgia
– -$95K -552 Closed
TI
248
tru Independence
Oregon
– -$71K -414 Closed
CIAS
249
Capital Investment Advisory Services
North Carolina
– -$60K -349 Closed
WP
250
WealthShield Partners
North Carolina
– -$21K -122 Closed
7 8 9
10
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