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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

210 hedge funds and large institutions have $818M invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+22
Holders Change %
+11.7%
% of All Funds
4.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
51
Increased
51
Reduced
73
Closed
25
Calls
$2.14M
Puts
$1.18M
Net Calls
+$968K
Net Calls Change
+$95K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.5M
2
Truist Financial
Truist Financial
North Carolina
+$4.39M
3
RIA
RPG Investment Advisory
California
+$4.31M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.59M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$17.6M
2
Morgan Stanley
Morgan Stanley
New York
-$13.3M
3
PVH
Psagot Value Holdings
Israel
-$12.6M
4
Bank of America
Bank of America
North Carolina
-$6.41M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
126
Geneos Wealth Management
Colorado
$261K -$77.3K -518 -23%
NFG
127
Nations Financial Group
Iowa
$256K -$1.31M -8,781 -84%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$256K -$59.6K -400 -19%
LNWWM
129
Laird Norton Wetherby Wealth Management
California
$253K – – –
WS
130
Wedbush Securities
California
$248K -$35.5K -239 -13%
MWM
131
Modera Wealth Management
New Jersey
$246K – – –
WCFA
132
Walkner Condon Financial Advisors
Wisconsin
$242K +$242K +1,625 New
WP
133
WealthPLAN Partners
Nebraska
$236K +$3.4K +22 +1%
AIM
134
Axiom Investment Management
New York
$234K +$70.1K +470 +43%
GIA
135
Gladstone Institutional Advisory
Florida
$228K +$228K +1,531 New
SFP
136
Strategic Financial Partners
Oregon
$228K +$228K +1,534 New
Bank of New York Mellon
137
Bank of New York Mellon
New York
$226K +$226K +1,517 New
HA
138
Harborview Advisors
Maine
$226K +$226K +1,518 New
WWM
139
Western Wealth Management
Colorado
$226K +$226K +1,520 New
SS
140
Simplicity Solutions
Minnesota
$226K +$226K +1,522 New
CWA
141
Clarus Wealth Advisors
Arizona
$217K +$217K +1,435 New
CCB
142
Cutter & Co Brokerage
Missouri
$213K -$746K -5,029 -78%
ST
143
Spinnaker Trust
Maine
$211K +$211K +1,423 New
MAFM
144
Mid Atlantic Financial Management
Pennsylvania
$208K +$208K +1,402 New
1W
145
1776 Wealth
Georgia
$203K +$203K +1,366 New
Northern Trust
146
Northern Trust
Illinois
$201K +$201K +1,353 New
CFD
147
Creative Financial Designs
Indiana
$195K +$79K +533 +68%
EWP
148
Engrave Wealth Partners
Texas
$162K +$162K +1,090 New
SMFS
149
Squar Milner Financial Services
California
$158K +$158K +1,063 New
FGAM
150
Financial Gravity Asset Management
Texas
$149K -$149K -84 -50%
4 5
6
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