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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

245 hedge funds and large institutions have $801M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
53
Reduced
80
Closed
27
Calls
$325K
Puts
$373K
Net Calls
-$48K
Net Calls Change
-$1.86M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$38M
2
LWAC
Laurel Wealth Advisors (California)
California
$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.3M
4
Mariner
Mariner
Kansas
$2.31M
5
KCM
Karp Capital Management
California
$12.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$84.9M
2
UBS Group
UBS Group
Switzerland
$53M
3
QAM
Q3 Asset Management
Michigan
$0
4
HI
Harbour Investments
Wisconsin
$3.09M
5
Morgan Stanley
Morgan Stanley
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
51
Oxbow Advisors
Texas
$1.89M +$35.6K +220 +2%
Bank of Nova Scotia
52
Bank of Nova Scotia
Ontario, Canada
$1.86M +$305K +1,885 +20%
QPW
53
Quantum Private Wealth
Florida
$1.79M +$1.79M +11,053 New
BAS
54
Brown Advisory Securities
Maryland
$1.62M -$196K -1,210 -11%
IWC
55
Integrated Wealth Concepts
Massachusetts
$1.6M -$382K -2,357 -19%
1SB
56
1ST Source Bank
Indiana
$1.54M -$486 -3 -0%
TYCC
57
Texas Yale Capital Corp
Florida
$1.51M – – –
KA
58
Kovack Advisors
Florida
$1.51M +$1.22M +7,510 +422%
FTUS
59
Flow Traders U.S.
New York
$1.5M -$483K -2,980 -24%
QCIG
60
Quad-Cities Investment Group
Iowa
$1.5M +$92.2K +569 +7%
SPIA
61
Steward Partners Investment Advisory
New York
$1.44M -$258K -1,590 -15%
OC
62
Oppenheimer & Co
New York
$1.42M +$803K +4,959 +131%
SAM
63
SignalPoint Asset Management
Missouri
$1.33M -$151K -931 -10%
WDC
64
Woodward Diversified Capital
California
$1.31M -$39.8K -246 -3%
WAS
65
WESPAC Advisors SoCal
California
$1.25M -$325K -2,144 -21%
SWM
66
Spire Wealth Management
Virginia
$1.24M +$1.05M +6,466 +533%
WA
67
Waverly Advisors
Alabama
$1.17M +$635K +4,238 +118%
IAN
68
Integrated Advisors Network
Texas
$1.14M +$250K +1,545 +28%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.13M – – –
CA
70
Crumly & Associates
Illinois
$1.13M -$1.63M -11,039 -59%
RIA
71
Regal Investment Advisors
Michigan
$1.13M -$75.6K -467 -6%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1.1M +$1.1M +6,801 New
CAN
73
Cetera Advisor Networks
California
$1.1M -$210K -1,296 -16%
SPC
74
Sigma Planning Corp
Michigan
$1.07M -$720K -4,447 -40%
IA
75
IFP Advisors
Florida
$1.05M -$540K -3,350 -34%
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