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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

234 hedge funds and large institutions have $860M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
69
Reduced
79
Closed
22
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$999K

Top Buyers

1
KCM
Karp Capital Management
California
+$10.8M
2
AIC
Ameritas Investment Company
Nebraska
+$6.45M
3
QAM
Q3 Asset Management
Michigan
+$5.8M
4
AA
Ancora Advisors
Ohio
+$3.51M
5
HI
Harbour Investments
Wisconsin
+$3.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.7M
2
Wells Fargo
Wells Fargo
California
-$6.99M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.02M
4
LPL Financial
LPL Financial
California
-$4.28M
5
RJA
Raymond James & Associates
Florida
-$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFPG
126
Stonebridge Financial Planning Group
Florida
$358K -$86.7K -510 -20%
JCM
127
Jacobi Capital Management
Pennsylvania
$357K – – –
MML Investors Services
128
MML Investors Services
Massachusetts
$352K -$27.9K -168 -7%
SFP
129
Shepherd Financial Partners
Massachusetts
$344K – – –
NFG
130
Next Financial Group
Texas
$341K -$85K -512 -20%
LFF
131
Level Four Financial
Texas
$341K +$38.5K +232 +13%
CAL
132
Capital Analysts LLC
Pennsylvania
$334K – – –
GWSG
133
GPS Wealth Strategies Group
Colorado
$331K +$9.96K +60 +3%
EH
134
Equitable Holdings
New York
$313K +$84.1K +507 +37%
CF
135
Centaurus Financial
California
$304K -$341K -2,054 -53%
CWA
136
Clarus Wealth Advisors
Arizona
$296K -$815 -5 -0.3%
KA
137
Kovack Advisors
Florida
$296K +$8.32K +50 +3%
HIA
138
Harbor Investment Advisory
Maryland
$285K – – –
BCM
139
Breiter Capital Management
Florida
$282K – – –
CWM
140
Campbell Wealth Management
Virginia
$281K – – –
SWM
141
Selective Wealth Management
Virginia
$273K +$182K +1,100 +201%
FEG
142
Financial Enhancement Group
Indiana
$271K +$28.6K +172 +12%
AWA
143
Arkadios Wealth Advisors
Georgia
$265K +$24.7K +149 +10%
GSWM
144
Golden State Wealth Management
California
$251K – – –
Northern Trust
145
Northern Trust
Illinois
$249K +$249K +1,502 New
ST
146
Spinnaker Trust
Maine
$236K – – –
FIM
147
Freedom Investment Management
Connecticut
$233K -$5.98K -36 -3%
GWM
148
Geneos Wealth Management
Colorado
$231K -$12.4K -75 -5%
WS
149
Wedbush Securities
California
$230K -$21.1K -127 -8%
JAWM
150
J. Arnold Wealth Management
Ohio
$227K -$85.4K -514 -27%
4 5
6
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