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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

222 hedge funds and large institutions have $588M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 84 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
+5
Holders Change %
+2.3%
% of All Funds
3.75%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
45
Reduced
84
Closed
17
Calls
$1.75M
Puts
–
Net Calls
+$1.75M
Net Calls Change
+$586K

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$21.7M
2
SMF
2
Sterling Manor Financial
New York
$4.78M
3
MIG
3
McGuire Investment Group
Rhode Island
$3.95M
4
UBS Group
4
UBS Group
Switzerland
$44.6M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.19M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$84.5M
2
Citadel Advisors
2
Citadel Advisors
Florida
$357K
3
Wells Fargo
3
Wells Fargo
California
$69.3M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$24.7M
5
LPL Financial
5
LPL Financial
California
$25.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFG Advisory
Georgia
$298K -$183K -1,340 -38%
RA
127
RFG Advisory
Alabama
$279K +$279K +1,867 New
GWSG
128
GPS Wealth Strategies Group
Colorado
$278K -$6.78K -50 -2%
CWM
129
Campbell Wealth Management
Virginia
$276K – – –
CAL
130
Capital Analysts LLC
Pennsylvania
$273K – – –
MAP
131
Milestone Advisory Partners
North Carolina
$271K – – –
CPIA
132
Cornell Pochily Investment Advisors
New York
$267K – – –
DWP
133
Destiny Wealth Partners
Florida
$263K – – –
RCA
134
Ranch Capital Advisors
Florida
$258K -$3.26K -24 -1%
WIP
135
WealthCare Investment Partners
Rhode Island
$248K +$248K +1,831 New
SWAG
136
Spectrum Wealth Advisory Group
California
$246K -$40.4K -298 -14%
SFP
137
Shepherd Financial Partners
Massachusetts
$242K -$873K -6,433 -78%
AWA
138
Arkadios Wealth Advisors
Georgia
$212K -$9.9K -73 -4%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$192K +$76.1K +562 +66%
CS
140
Credit Suisse
Switzerland
$187K +$187K +1,381 New
SWM
141
Selective Wealth Management
Virginia
$169K – – –
Fidelity Investments
142
Fidelity Investments
Massachusetts
$154K +$40.8K +301 +36%
SWM
143
SeaCrest Wealth Management
New York
$153K +$153K +1,128 New
KC
144
Kenfarb & Co
Kentucky
$130K – – –
CA
145
CoreCap Advisors
Michigan
$125K +$125K +919 New
HNWAG
146
High Net Worth Advisory Group
Florida
$118K – – –
CTB
147
Country Trust Bank
Illinois
$117K – – –
GI
148
Gradient Investments
Minnesota
$114K – – –
CCM
149
Covington Capital Management
California
$112K – – –
CFD
150
Creative Financial Designs
Indiana
$100K -$1.77K -13 -2%
4 5
6
7 8