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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

256 hedge funds and large institutions have $576M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+6
Holders Change %
+2.4%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
32
Increased
55
Reduced
97
Closed
23
Calls
$4.38M
Puts
–
Net Calls
+$4.38M
Net Calls Change
+$1.44M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$18.7M
2
CWM
Congress Wealth Management
Massachusetts
$7.26M
3
DADC
D.A. Davidson & Co
Montana
$10.4M
4
BEI
Benjamin Edwards Inc
Missouri
$3.65M
5
AssetMark Inc
AssetMark Inc
California
$4.89M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$32.7M
2
Jane Street
Jane Street
New York
$0
3
RJFSA
Raymond James Financial Services Advisors
Florida
$14.9M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$27.2M
5
LPL Financial
LPL Financial
California
$30.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
QPW
51
Quantum Private Wealth
Florida
$1.68M -$207K -1,203 -11%
MC
52
Moors & Cabot
Massachusetts
$1.67M +$64.3K +374 +4%
PAG
53
Private Advisor Group
New Jersey
$1.61M -$193K -1,121 -11%
TYCC
54
Texas Yale Capital Corp
Florida
$1.6M – – –
PSF
55
Pacific Sun Financial
California
$1.56M -$120K -700 -7%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.53M +$1.53M +8,905 New
KPWS
57
Kestra Private Wealth Services
Texas
$1.52M -$110K -640 -7%
RAS
58
RPS Advisory Solutions
Kentucky
$1.52M -$26.5K -154 -2%
CHAM
59
Clear Harbor Asset Management
Connecticut
$1.5M +$2.58K +15 +0.2%
TSMHT
60
Thurston Springer Miller Herd & Titak
Indiana
$1.47M +$4.47K +26 +0.3%
TC
61
TAP Consulting
Missouri
$1.47M -$724K -4,209 -33%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$1.43M – – –
WA
63
Waverly Advisors
Alabama
$1.37M -$8.25K -48 -0.6%
First Trust Advisors
64
First Trust Advisors
Illinois
$1.36M +$259K +1,504 +24%
MCM
65
MAI Capital Management
Ohio
$1.27M -$96.6K -562 -7%
PA
66
Pinnacle Associates
New York
$1.22M +$106K +669 +9%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.2M -$118K -686 -9%
NRI
68
NFP Retirement Inc
California
$1.16M – – –
HI
69
Harbour Investments
Wisconsin
$1.14M +$89.9K +523 +9%
BPA
70
Beacon Pointe Advisors
California
$1.06M +$17.2K +100 +2%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$7.22K +42 +0.7%
OC
72
Oppenheimer & Co
New York
$1.05M -$41.6K -242 -4%
SAM
73
SignalPoint Asset Management
Missouri
$1.04M -$55.1K -322 -5%
SP
74
Stablepoint Partners
Massachusetts
$1M +$182K +1,059 +22%
BFIC
75
Bedell Frazier Investment Counselling
California
$999K -$612K -3,560 -38%
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