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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

217 hedge funds and large institutions have $662M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-28
Holders Change %
-11.43%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
44
Reduced
96
Closed
47
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$1.21M

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.2M
3
Wells Fargo
Wells Fargo
California
+$3.07M
4
RWP
RWA Wealth Partners
Massachusetts
+$1.92M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.91M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.4M
2
BWM
Bulltick Wealth Management
Florida
-$12.9M
3
KCM
Karp Capital Management
California
-$12.1M
4
LPL Financial
LPL Financial
California
-$8.58M
5
Bank of America
Bank of America
North Carolina
-$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
101
Financial Advocates Investment Management
Washington
$554K -$277K -1,856 -33%
AWM
102
Avior Wealth Management
Nebraska
$545K -$149 -1 -0%
OIM
103
Oder Investment Management
California
$538K +$30.5K +204 +6%
VCM
104
Virtue Capital Management
Tennessee
$532K -$6.56K -44 -1%
IA
105
IFG Advisory
Georgia
$526K -$389K -2,608 -43%
SG
106
StoneX Group
New York
$519K -$230K -1,545 -31%
LSPW
107
Lake Street Private Wealth
Illinois
$517K +$19.4K +130 +4%
WP
108
WealthShield Partners
North Carolina
$509K +$509K +3,413 New
D
109
Diversified
Delaware
$508K – – –
CA
110
Cambridge Advisors
Nebraska
$507K -$895 -6 -0.2%
RFN
111
RDA Financial Network
Iowa
$438K -$13.1K -88 -3%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$429K -$95.9K -643 -18%
Jane Street
113
Jane Street
New York
$413K +$413K +2,771 New
AWM
114
Apollon Wealth Management
South Carolina
$410K -$222K -1,489 -35%
WWM
115
Western Wealth Management
Colorado
$390K +$134K +900 +52%
NWM
116
Nauset Wealth Management
Connecticut
$373K – – –
SCA
117
Snowden Capital Advisors
New York
$360K +$20.9K +140 +6%
CAM
118
Cozad Asset Management
Illinois
$357K -$446K -2,995 -56%
Creative Planning
119
Creative Planning
Kansas
$356K +$356K +2,384 New
AAS
120
Avantax Advisory Services
Texas
$353K -$424K -2,857 -55%
CWA
121
Clarus Wealth Advisors
Arizona
$352K +$45.7K +301 +15%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$340K -$39.2K -263 -10%
JCM
123
Jacobi Capital Management
Pennsylvania
$326K +$5.81K +39 +2%
LFAS
124
Level Four Advisory Services
Texas
$318K +$7.91K +53 +3%
SWAG
125
Spectrum Wealth Advisory Group
California
$315K -$2.07M -13,910 -87%
3 4
5
6 7