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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

235 hedge funds and large institutions have $977M invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+22
Holders Change %
+10.33%
% of All Funds
4.17%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
46
Increased
60
Reduced
75
Closed
21
Calls
$874K
Puts
–
Net Calls
+$874K
Net Calls Change
-$46K

Top Buyers

1
LPL Financial
LPL Financial
California
+$6.61M
2
AA
Ancora Advisors
Ohio
+$3.8M
3
RWP
RWA Wealth Partners
Massachusetts
+$2.48M
4
AI
Atria Investments
North Carolina
+$1.88M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.61M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$20.7M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$11.3M
3
NEIRG
New England Investment & Retirement Group
Massachusetts
-$10.8M
4
HF
HRT Financial
New York
-$7.75M
5
Bank of America
Bank of America
North Carolina
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIA
126
Cornell Pochily Investment Advisors
New York
$406K -$14.6K -87 -3%
PA
127
PSI Advisors
Florida
$390K +$390K +2,326 New
CWS
128
Cypress Wealth Services
California
$380K +$380K +2,260 New
IWC
129
Integrated Wealth Concepts
Massachusetts
$375K +$375K +2,232 New
SS
130
Simplicity Solutions
Minnesota
$370K -$81.4K -484 -18%
WWM
131
Western Wealth Management
Colorado
$367K – – –
JCM
132
Jacobi Capital Management
Pennsylvania
$359K – – –
KA
133
Kovack Advisors
Florida
$355K -$15.6K -93 -4%
GWSG
134
GPS Wealth Strategies Group
Colorado
$332K +$31.8K +189 +11%
MAP
135
Milestone Advisory Partners
North Carolina
$328K +$328K +1,950 New
SFP
136
Shepherd Financial Partners
Massachusetts
$320K – – –
BCM
137
Breiter Capital Management
Florida
$319K – – –
GRP
138
Global Retirement Partners
California
$315K – – –
CWM
139
Cornerstone Wealth Management
Missouri
$312K -$1.12M -6,652 -78%
HIA
140
Harbor Investment Advisory
Maryland
$305K – – –
HA
141
Harborview Advisors
Maine
$288K +$40.2K +239 +16%
GSWM
142
Golden State Wealth Management
California
$287K – – –
SFP
143
Strategic Financial Partners
Oregon
$282K +$13.4K +80 +5%
Creative Planning
144
Creative Planning
Kansas
$278K +$1.34K +8 +0.5%
EPA
145
Element Pointe Advisors
Florida
$275K – – –
LFF
146
Level Four Financial
Texas
$271K +$271K +1,615 New
WS
147
Wedbush Securities
California
$266K -$3.7K -22 -1%
MWM
148
Modera Wealth Management
New Jersey
$266K – – –
GWM
149
Geneos Wealth Management
Colorado
$264K +$229K +11,893 +663%
TCMP
150
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K +$259K +1,542 New
4 5
6
7 8