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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

210 hedge funds and large institutions have $818M invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+22
Holders Change %
+11.7%
% of All Funds
4.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
51
Increased
51
Reduced
73
Closed
25
Calls
$2.14M
Puts
$1.18M
Net Calls
+$968K
Net Calls Change
+$95K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.5M
2
Truist Financial
Truist Financial
North Carolina
+$4.39M
3
RIA
RPG Investment Advisory
California
+$4.31M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.59M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$17.6M
2
Morgan Stanley
Morgan Stanley
New York
-$13.3M
3
PVH
Psagot Value Holdings
Israel
-$12.6M
4
Bank of America
Bank of America
North Carolina
-$6.41M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCIA
101
Hochman Cole Investment Advisors
Illinois
$432K – – –
PFA
102
Pinnacle Family Advisors
Missouri
$429K +$429K +2,887 New
BCM
103
Beck Capital Management
Texas
$422K +$422K +2,835 New
LFAS
104
Level Four Advisory Services
Texas
$418K +$418K +2,804 New
SWM
105
Sequoia Wealth Management
Illinois
$396K -$426K -2,863 -52%
CA
106
Clearstead Advisors
Ohio
$377K – – –
CAS
107
Cascadia Advisory Services
Oregon
$370K +$370K +2,486 New
CAM
108
Cozad Asset Management
Illinois
$368K -$187K -1,256 -34%
CPIA
109
Cornell Pochily Investment Advisors
New York
$365K -$890 -6 -0.2%
SI
110
Stephens Inc
Arkansas
$364K -$57.8K -388 -14%
JIP
111
Jaffetilchin Investment Partners
Florida
$334K +$11.6K +78 +4%
FFN
112
Focus Financial Network
Minnesota
$329K -$16.2K -109 -5%
RCA
113
Ranch Capital Advisors
Florida
$329K +$129K +868 +65%
JCM
114
Jacobi Capital Management
Pennsylvania
$323K -$7.72K -52 -2%
NA
115
NewEdge Advisors
Louisiana
$320K -$246K -1,656 -43%
KA
116
Kovack Advisors
Florida
$319K -$1.49K -10 -0.5%
Creative Planning
117
Creative Planning
Kansas
$292K -$15.6K -105 -5%
MAP
118
Milestone Advisory Partners
North Carolina
$290K – – –
SFP
119
Shepherd Financial Partners
Massachusetts
$284K – – –
BRC
120
Bell Rock Capital
Delaware
$278K -$77.9K -522 -22%
GRP
121
Global Retirement Partners
California
$272K – – –
VFA
122
Voya Financial Advisors
Connecticut
$270K +$25.1K +169 +10%
HIA
123
Harbor Investment Advisory
Maryland
$270K +$270K +1,815 New
EAM
124
Eukles Asset Management
Ohio
$269K -$216K -1,449 -45%
EPA
125
Element Pointe Advisors
Florida
$263K – – –
3 4
5
6 7