FBT icon

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 %
NA
101
NewEdge Advisors
Louisiana
$585K -$1.71M -11,106 -74%
OIM
102
Oder Investment Management
California
$566K +$39.5K +257 +8%
WP
103
WealthShield Partners
North Carolina
$561K +$20.9K +136 +4%
FTUS
104
Flow Traders U.S.
New York
$533K -$22.3K -145 -4%
WE
105
Wealth Effects
Massachusetts
$530K +$3.23K +21 +0.6%
AAS
106
Avantax Advisory Services
Texas
$526K +$3.23K +21 +0.6%
LFAS
107
Level Four Advisory Services
Texas
$524K – – –
OIA
108
OneDigital Investment Advisors
Kansas
$520K – – –
PVI
109
Pine Valley Investments
New Jersey
$514K +$6K +39 +1%
BAM
110
Belpointe Asset Management
Nevada
$507K +$217K +1,409 +75%
OA
111
Oxbow Advisors
Texas
$477K -$280K -1,821 -37%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$474K +$414K +2,675 +691%
FAIM
113
Financial Advocates Investment Management
Washington
$453K -$34.6K -225 -7%
AAP
114
Arax Advisory Partners
Colorado
$452K +$221K +1,436 +96%
Wealth Enhancement Advisory Services
115
Wealth Enhancement Advisory Services
Minnesota
$443K +$69.2K +450 +19%
SCA
116
Snowden Capital Advisors
New York
$432K +$133K +862 +44%
AWA
117
Arkadios Wealth Advisors
Georgia
$430K -$34.4K -224 -7%
IA
118
IFP Advisors
Florida
$427K -$14.6K -95 -3%
SI
119
Stephens Inc
Arkansas
$425K – – –
GIA
120
Gladstone Institutional Advisory
Florida
$397K -$158K -1,026 -28%
CWM
121
Campbell Wealth Management
Virginia
$389K +$158K +1,026 +68%
EH
122
Equitable Holdings
New York
$381K -$49.7K -323 -12%
D
123
Diversified
Delaware
$371K -$18.5K -120 -5%
TPWA
124
Twin Peaks Wealth Advisors
California
$369K -$12.8K -83 -3%
RFN
125
RDA Financial Network
Iowa
$364K -$615 -4 -0.2%
3 4
5
6 7