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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

224 hedge funds and large institutions have $1.05B invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+25
Holders Change %
+12.56%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
48
Increased
99
Reduced
42
Closed
22
Calls
$3.32M
Puts
–
Net Calls
+$3.32M
Net Calls Change
+$2.27M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$42.5M
2
LPL Financial
LPL Financial
California
+$20.4M
3
Wells Fargo
Wells Fargo
California
+$18.6M
4
UBS Group
UBS Group
Switzerland
+$14.3M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$12M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$13.3M
2
AIC
Ameritas Investment Company
Nebraska
-$4.64M
3
Ameriprise
Ameriprise
Minnesota
-$2.84M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$2.7M
5
Nomura Asset Management
Nomura Asset Management
Japan
-$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
126
Axiom Investment Management
New York
$384K +$152K +900 +66%
VFA
127
Voya Financial Advisors
Connecticut
$381K -$98.2K -595 -20%
JPMPWA
128
J.P. Morgan Private Wealth Advisors
California
$370K +$35.3K +210 +11%
WWM
129
Western Wealth Management
Colorado
$368K +$62.5K +371 +20%
JCM
130
Jacobi Capital Management
Pennsylvania
$358K – – –
WS
131
Wedbush Securities
California
$357K +$84K +500 +31%
RCA
132
Ranch Capital Advisors
Florida
$338K -$6.08K -37 -2%
AssetMark Inc
133
AssetMark Inc
California
$334K +$78.4K +468 +31%
FFN
134
Focus Financial Network
Minnesota
$328K +$14.4K +86 +5%
TWM
135
Triton Wealth Management
Arizona
$328K +$48.9K +290 +18%
SFP
136
Shepherd Financial Partners
Massachusetts
$321K – – –
BCM
137
Breiter Capital Management
Florida
$319K – – –
HIA
138
Harbor Investment Advisory
Maryland
$305K – – –
LS
139
Leelyn Smith
Illinois
$304K +$304K +1,814 New
CWA
140
Capital Wealth Alliance
Arizona
$303K +$303K +1,811 New
GRP
141
Global Retirement Partners
California
$293K +$2.52K +15 +0.9%
WP
142
WealthPLAN Partners
Nebraska
$292K +$11.2K +68 +4%
GWM
143
Geneos Wealth Management
Colorado
$279K +$36.4K +218 +15%
EPA
144
Element Pointe Advisors
Florida
$274K – – –
CA
145
Cambridge Advisors
Nebraska
$270K +$270K +1,607 New
MWM
146
Modera Wealth Management
New Jersey
$265K -$11.7K -70 -4%
HA
147
Harborview Advisors
Maine
$261K +$336 +2 +0.1%
CAAS
148
Capital Asset Advisory Services
Michigan
$260K +$260K +1,603 New
FAM
149
Formidable Asset Management
Ohio
$246K +$246K +1,399 New
CA
150
Calton & Associates
Florida
$241K +$241K +1,436 New
4 5
6
7 8