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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

247 hedge funds and large institutions have $707M invested in First Trust NYSE Arca Biotechnology Index Fund in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
59
Reduced
87
Closed
21
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$196K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.72M
3
MML Investors Services
MML Investors Services
Massachusetts
$4.14M
4
NA
Navellier & Associates
Nevada
$3.51M
5
Citadel Advisors
Citadel Advisors
Florida
$4.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.4M
2
JAWM
J. Arnold Wealth Management
Ohio
$0
3
Wells Fargo
Wells Fargo
California
$68.3M
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
RJA
Raymond James & Associates
Florida
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
51
Oxbow Advisors
Texas
$1.78M +$56.7K +370 +3%
PSF
52
Pacific Sun Financial
California
$1.76M +$1.76M +11,341 New
CHAM
53
Clear Harbor Asset Management
Connecticut
$1.74M -$37.5K -245 -2%
QPW
54
Quantum Private Wealth
Florida
$1.72M -$9.95K -65 -0.6%
Baird Financial Group
55
Baird Financial Group
Wisconsin
$1.64M +$874K +5,706 +115%
Corient Private Wealth
56
Corient Private Wealth
Florida
$1.63M +$1.63M +10,674 New
IAN
57
Integrated Advisors Network
Texas
$1.6M -$69.7K -455 -4%
MCM
58
MAI Capital Management
Ohio
$1.59M +$80.2K +524 +5%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$1.58M -$7.81K -51 -0.5%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$1.56M +$45.9K +300 +3%
KPWS
61
Kestra Private Wealth Services
Texas
$1.55M +$29.3K +191 +2%
TYCC
62
Texas Yale Capital Corp
Florida
$1.42M – – –
TC
63
TAP Consulting
Missouri
$1.38M +$1.38M +9,028 New
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$1.35M -$99.8K -652 -7%
PC
65
Pecaut & Co
Iowa
$1.34M +$102K +663 +8%
SPIA
66
Steward Partners Investment Advisory
New York
$1.34M -$27.6K -180 -2%
HI
67
Harbour Investments
Wisconsin
$1.33M -$13.3K -87 -1%
KA
68
Kovack Advisors
Florida
$1.25M -$11.5K -75 -0.9%
JWS
69
Juncture Wealth Strategies
Arizona
$1.24M +$241K +1,571 +24%
PA
70
Pinnacle Associates
New York
$1.23M +$19.4K +127 +2%
WA
71
Waverly Advisors
Alabama
$1.2M – – –
MC
72
Moors & Cabot
Massachusetts
$1.19M -$12.4K -81 -1%
Creative Planning
73
Creative Planning
Kansas
$1.17M -$535K -3,491 -31%
QCIG
74
Quad-Cities Investment Group
Iowa
$1.14M -$21.6K -141 -2%
AWM
75
AE Wealth Management
Kansas
$1.14M +$13.2K +86 +1%
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