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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

245 hedge funds and large institutions have $801M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
53
Reduced
80
Closed
27
Calls
$325K
Puts
$373K
Net Calls
-$48K
Net Calls Change
-$1.86M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.45M
2
LWAC
Laurel Wealth Advisors (California)
California
+$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.34M
4
Mariner
Mariner
Kansas
+$2.31M
5
KCM
Karp Capital Management
California
+$1.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.6M
2
UBS Group
UBS Group
Switzerland
-$9.16M
3
QAM
Q3 Asset Management
Michigan
-$5.8M
4
HI
Harbour Investments
Wisconsin
-$4.25M
5
Morgan Stanley
Morgan Stanley
New York
-$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
126
BlackDiamond Wealth Management
New York
$369K +$369K +2,279 New
SCA
127
Snowden Capital Advisors
New York
$368K -$293K -1,813 -44%
JCM
128
Jacobi Capital Management
Pennsylvania
$348K – – –
SFP
129
Shepherd Financial Partners
Massachusetts
$347K +$9.09K +56 +3%
CPIA
130
Cornell Pochily Investment Advisors
New York
$343K -$16.2K -100 -5%
NWMG
131
National Wealth Management Group
Ohio
$338K +$338K +2,089 New
LFAS
132
Level Four Advisory Services
Texas
$337K +$337K +2,079 New
CAL
133
Capital Analysts LLC
Pennsylvania
$326K – – –
GWSG
134
GPS Wealth Strategies Group
Colorado
$323K – – –
RCA
135
Ranch Capital Advisors
Florida
$317K -$73.6K -455 -19%
MAP
136
Milestone Advisory Partners
North Carolina
$316K +$316K +1,950 New
CWA
137
Clarus Wealth Advisors
Arizona
$311K +$31K +201 +11%
MML Investors Services
138
MML Investors Services
Massachusetts
$310K -$33.2K -205 -10%
KWS
139
Keystone Wealth Services
California
$302K +$302K +1,867 New
FEG
140
Financial Enhancement Group
Indiana
$294K +$30.2K +187 +11%
AWA
141
Arkadios Wealth Advisors
Georgia
$292K +$33.5K +207 +13%
TC
142
TownSquare Capital
Utah
$291K -$918K -10,839 -76%
Brown Advisory
143
Brown Advisory
Maryland
$288K +$288K +1,779 New
SWM
144
Selective Wealth Management
Virginia
$283K +$16.2K +100 +6%
WWM
145
Western Wealth Management
Colorado
$277K +$277K +1,715 New
BCM
146
Breiter Capital Management
Florida
$275K – – –
HIA
147
Harbor Investment Advisory
Maryland
$274K -$4.05K -25 -1%
FPGK
148
Financial Partners Group (Kansas)
Kansas
$271K -$52.1K -350 -16%
GSWM
149
Golden State Wealth Management
California
$245K – – –
WFA
150
WMG Financial Advisors
Tennessee
$244K +$244K +1,504 New
4 5
6
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