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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

242 hedge funds and large institutions have $559M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-13
Holders Change %
-5.1%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
59
Reduced
97
Closed
27
Calls
$2.31M
Puts
–
Net Calls
+$2.31M
Net Calls Change
+$1.36M

Top Buyers

1
LPL Financial
LPL Financial
California
$38.5M
2
Wells Fargo
Wells Fargo
California
$66.2M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$4.93M
4
BFG
Berger Financial Group
Minnesota
$22.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.87M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$71.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.6M
4
GVAG
Great Valley Advisor Group
Delaware
$0
5
GS
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
76
NewEdge Wealth
Pennsylvania
$862K -$27.1K -184 -3%
AWS
77
Atria Wealth Solutions
New York
$843K +$615 +4 +0.1%
DWP
78
Daymark Wealth Partners
Ohio
$805K -$30.9K -201 -4%
WFA
79
WMG Financial Advisors
Tennessee
$803K -$80.4K -523 -9%
OC
80
Oppenheimer & Co
New York
$795K -$269K -1,751 -25%
MA
81
Mutual Advisors
Nebraska
$795K -$22.6K -147 -3%
GA
82
GoalVest Advisory
New York
$793K +$793K +5,157 New
Cerity Partners
83
Cerity Partners
New York
$788K -$43.1K -280 -5%
MWM
84
MGB Wealth Management
Texas
$761K -$10.8K -70 -1%
FHC
85
First Heartland Consultants
Missouri
$737K – – –
CCFM
86
Clear Creek Financial Management
Washington
$734K +$734K +4,772 New
Comerica Bank
87
Comerica Bank
Texas
$730K -$29.1K -189 -4%
FEG
88
Financial Enhancement Group
Indiana
$722K +$24K +163 +3%
DIP
89
Davis Investment Partners
North Carolina
$709K – – –
RSWM
90
Robertson Stephens Wealth Management
California
$695K -$3.38K -22 -0.5%
1SB
91
1ST Source Bank
Indiana
$677K – – –
LSPW
92
Lake Street Private Wealth
Illinois
$663K +$50.7K +330 +8%
Renaissance Technologies
93
Renaissance Technologies
New York
$661K -$15.4K -100 -2%
Creative Planning
94
Creative Planning
Kansas
$649K -$83.7K -544 -11%
CA
95
Cetera Advisors
Colorado
$642K +$92.9K +604 +17%
SPIA
96
Steward Partners Investment Advisory
New York
$628K -$316K -2,056 -33%
SPC
97
Sigma Planning Corp
Michigan
$627K +$233K +1,514 +59%
FA
98
Flagstar Advisors
New York
$615K +$23.2K +151 +4%
CWA
99
Clarus Wealth Advisors
Arizona
$614K +$32.1K +213 +6%
AWM
100
Apollon Wealth Management
South Carolina
$593K +$225K +1,465 +61%
2 3
4
5 6