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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

227 hedge funds and large institutions have $1.86B invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+33
Holders Change %
+17.01%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
59
Increased
85
Reduced
51
Closed
24
Calls
$2.2M
Puts
$1.45M
Net Calls
+$755K
Net Calls Change
-$210K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$50.4M
2
FEM
Fulcrum Equity Management
Texas
+$24.7M
3
UBS Group
UBS Group
Switzerland
+$19.5M
4
NA
Navellier & Associates
Nevada
+$19.2M
5
Bank of America
Bank of America
North Carolina
+$16.1M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$66.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$26.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.84M
4
TFA
Transamerica Financial Advisors
Florida
-$3.8M
5
RCG
Ruggie Capital Group
Florida
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
126
Jacobi Capital Management
Pennsylvania
$345K -$18.1K -120 -5%
CPIA
127
Cornell Pochily Investment Advisors
New York
$345K +$3.16K +21 +0.9%
CWM
128
Cornerstone Wealth Management
Missouri
$336K +$336K +842 New
SFP
129
Shepherd Financial Partners
Massachusetts
$329K -$6.64K -44 -2%
Creative Planning
130
Creative Planning
Kansas
$310K -$23.8K -158 -7%
Northern Trust
131
Northern Trust
Illinois
$301K -$42.6K -282 -12%
BRC
132
Bell Rock Capital
Delaware
$300K +$95.6K +638 +47%
MAP
133
Milestone Advisory Partners
North Carolina
$294K – – –
JIP
134
Jaffetilchin Investment Partners
Florida
$289K +$289K +1,918 New
GSWM
135
Golden State Wealth Management
California
$284K +$284K +1,885 New
Cetera Investment Advisers
136
Cetera Investment Advisers
Illinois
$279K +$279K +1,846 New
CWM
137
Concentrum Wealth Management
California
$273K +$28.4K +188 +12%
EPA
138
Element Pointe Advisors
Florida
$267K +$267K +1,767 New
LNWWM
139
Laird Norton Wetherby Wealth Management
California
$256K – – –
IFWM
140
Institute for Wealth Management
Colorado
$253K +$253K +1,674 New
WS
141
Wedbush Securities
California
$251K +$251K +1,667 New
MWM
142
Modera Wealth Management
New Jersey
$249K – – –
FHA
143
Flagship Harbor Advisors
Massachusetts
$248K – – –
MA
144
Mutual Advisors
Nebraska
$244K +$244K +1,615 New
MAFM
145
Mid Atlantic Financial Management
Pennsylvania
$239K +$239K +1,583 New
M&T Bank
146
M&T Bank
New York
$233K +$233K +1,542 New
TRCT
147
Tower Research Capital (TRC)
New York
$230K -$368K -2,446 -62%
IFAM
148
Institutional & Family Asset Management
Colorado
$225K – – –
HA
149
Harborview Advisors
Maine
$217K +$217K +1,440 New
CS
150
Comerica Securities
Michigan
$211K +$211K +1,396 New
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6
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