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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

194 hedge funds and large institutions have $1.45B invested in First Trust NYSE Arca Biotechnology Index Fund in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
4.33%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
47
Increased
62
Reduced
57
Closed
41
Calls
$1.65M
Puts
$687K
Net Calls
+$965K
Net Calls Change
-$208K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.85M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$3.59M

Top Sellers

1
CM
Churchill Management
California
-$346M
2
First Trust Advisors
First Trust Advisors
Illinois
-$46.4M
3
NA
Navellier & Associates
Nevada
-$27M
4
GA
Gateway Advisory
New Jersey
-$8.32M
5
Bank of America
Bank of America
North Carolina
-$7.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCWA
126
Vanguard Capital Wealth Advisors
Colorado
$220K +$220K +1,778 New
LNWWM
127
Laird Norton Wetherby Wealth Management
California
$211K – – –
CA
128
Claro Advisors
Massachusetts
$211K +$211K +1,334 New
MWM
129
Modera Wealth Management
New Jersey
$205K -$3.97K -32 -2%
1SB
130
1ST Source Bank
Indiana
$205K +$205K +1,650 New
FHA
131
Flagship Harbor Advisors
Massachusetts
$204K +$64.7K +522 +46%
CWM
132
Concentrum Wealth Management
California
$201K +$201K +1,620 New
IFAM
133
Institutional & Family Asset Management
Colorado
$185K -$411K -3,316 -69%
BRC
134
Bell Rock Capital
Delaware
$163K +$33.9K +284 +26%
NWM
135
Northwest Wealth Management
Iowa
$158K – – –
WF
136
WealthTrust Fairport
Ohio
$149K -$832K -6,681 -85%
SMFS
137
Squar Milner Financial Services
California
$139K +$4.09K +33 +3%
EWM
138
Executive Wealth Management
Michigan
$102K +$102K +770 New
SFA
139
Semmax Financial Advisors
North Carolina
$97K +$97K +781 New
GWMIA
140
Global Wealth Management Investment Advisory
Florida
$92K +$92K +740 New
EWM
141
Endurance Wealth Management
Rhode Island
$85K – – –
WAP
142
Wealthcare Advisory Partners
Pennsylvania
$81K -$4.83K -39 -6%
PGWM
143
Parisi Gray Wealth Management
New Jersey
$79K +$79K +650 New
MRCM
144
M&R Capital Management
New Jersey
$73K – – –
Barclays
145
Barclays
United Kingdom
$72K – – –
FHB
146
First Hawaiian Bank
Hawaii
$66K -$66K -530 -50%
SSB
147
Sandy Spring Bank
Maryland
$63K – – –
WB
148
Webster Bank
Connecticut
$60K – – –
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$56K -$7.42K -60 -12%
BWL
150
Bogart Wealth LLC
Virginia
$51K +$51K +414 New
4 5
6
7 8