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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 %
SWP
101
Stratos Wealth Partners
Ohio
$676K +$676K +4,172 New
RJT
102
Raymond James Trust
Florida
$655K – – –
First Trust Advisors
103
First Trust Advisors
Illinois
$638K -$50.2K -310 -7%
AWM
104
AE Wealth Management
Kansas
$634K +$164K +1,016 +35%
MCM
105
Maryland Capital Management
Maryland
$633K – – –
WE
106
Wealth Effects
Massachusetts
$627K +$627K +3,872 New
TA
107
TFG Advisers
Michigan
$621K -$35.6K -220 -5%
SS
108
Sunbelt Securities
Texas
$603K -$93.4K -625 -13%
AWM
109
Avior Wealth Management
Nebraska
$592K +$41.9K +259 +8%
VCM
110
Virtue Capital Management
Tennessee
$585K +$585K +3,614 New
Cetera Investment Advisers
111
Cetera Investment Advisers
Illinois
$570K -$364K -2,246 -39%
CA
112
Cambridge Advisors
Nebraska
$552K -$13.3K -82 -2%
D
113
Diversified
Delaware
$552K – – –
OIM
114
Oder Investment Management
California
$551K +$43.3K +267 +9%
GWANC
115
Guardian Wealth Advisors (North Carolina)
North Carolina
$548K +$548K +3,384 New
LSPW
116
Lake Street Private Wealth
Illinois
$540K +$12.1K +75 +2%
RFN
117
RDA Financial Network
Iowa
$490K +$15.7K +97 +3%
MIFH
118
Migdal Insurance & Financial Holdings
Israel
$489K +$489K +3,000 New
EH
119
Equitable Holdings
New York
$464K +$158K +975 +52%
CS
120
Comerica Securities
Michigan
$462K +$25.3K +154 +6%
LNWWM
121
Laird Norton Wetherby Wealth Management
California
$437K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$413K -$62.1K -383 -13%
NWM
123
Nauset Wealth Management
Connecticut
$405K +$405K +2,500 New
DWP
124
Destiny Wealth Partners
Florida
$382K – – –
CWM
125
Campbell Wealth Management
Virginia
$369K +$95.3K +589 +35%
3 4
5
6 7