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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

247 hedge funds and large institutions have $707M invested in First Trust NYSE Arca Biotechnology Index Fund in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
59
Reduced
87
Closed
21
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$196K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.72M
3
MML Investors Services
MML Investors Services
Massachusetts
$4.14M
4
NA
Navellier & Associates
Nevada
$3.51M
5
Citadel Advisors
Citadel Advisors
Florida
$4.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.4M
2
JAWM
J. Arnold Wealth Management
Ohio
$0
3
Wells Fargo
Wells Fargo
California
$68.3M
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
RJA
Raymond James & Associates
Florida
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
101
IHT Wealth Management
Illinois
$733K -$919 -6 -0.1%
1SB
102
1ST Source Bank
Indiana
$719K – – –
GIA
103
Gladstone Institutional Advisory
Florida
$696K +$40.3K +263 +6%
NW
104
NewEdge Wealth
Pennsylvania
$677K +$677K +4,424 New
AWS
105
Atria Wealth Solutions
New York
$635K -$93.6K -611 -13%
MWM
106
Meridian Wealth Management
Kentucky
$620K – – –
LSPW
107
Lake Street Private Wealth
Illinois
$613K -$3.83K -25 -0.6%
Thrivent Financial for Lutherans
108
Thrivent Financial for Lutherans
Minnesota
$605K +$343K +2,237 +131%
CA
109
Cetera Advisors
Colorado
$601K -$47.2K -308 -7%
FEG
110
Financial Enhancement Group
Indiana
$597K +$32.7K +214 +6%
AFA
111
American Financial Advisors
Georgia
$584K – – –
EH
112
Equitable Holdings
New York
$579K +$41.8K +273 +8%
MWPCG
113
Measured Wealth Private Client Group
New Hampshire
$571K -$1.46M -9,513 -72%
CWA
114
Clarus Wealth Advisors
Arizona
$565K +$158K +1,060 +39%
WE
115
Wealth Effects
Massachusetts
$562K – – –
WP
116
WealthShield Partners
North Carolina
$537K -$459 -3 -0.1%
FA
117
Flagstar Advisors
New York
$533K -$76.9K -502 -13%
CAL
118
Capital Analysts LLC
Pennsylvania
$523K -$7.66K -50 -1%
AWA
119
Arkadios Wealth Advisors
Georgia
$517K -$71.7K -468 -12%
SI
120
Stephens Inc
Arkansas
$510K -$50.5K -330 -9%
OIM
121
Oder Investment Management
California
$508K – – –
PVI
122
Pine Valley Investments
New Jersey
$501K -$200K -1,308 -29%
FAIM
123
Financial Advocates Investment Management
Washington
$500K +$65.1K +425 +15%
SAM
124
Strategy Asset Managers
California
$471K +$471K +3,076 New
GLA
125
Good Life Advisors
Pennsylvania
$469K -$168K -1,099 -26%
3 4
5
6 7