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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

194 hedge funds and large institutions have $1.45B invested in First Trust NYSE Arca Biotechnology Index Fund in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
4.33%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
47
Increased
62
Reduced
57
Closed
41
Calls
$1.65M
Puts
$687K
Net Calls
+$965K
Net Calls Change
-$208K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.85M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$3.59M

Top Sellers

1
CM
Churchill Management
California
-$346M
2
First Trust Advisors
First Trust Advisors
Illinois
-$46.4M
3
NA
Navellier & Associates
Nevada
-$27M
4
GA
Gateway Advisory
New Jersey
-$8.32M
5
Bank of America
Bank of America
North Carolina
-$7.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
151
Private Ocean
California
$46K -$3.74K -30 -8%
US Bancorp
152
US Bancorp
Minnesota
$46K +$6.82K +54 +17%
WCM
153
WealthBridge Capital Management
Ohio
$42K +$42K +335 New
PWMG
154
Prestige Wealth Management Group
New Jersey
$32K +$32K +260 New
GEA
155
Glen Eagle Advisors
New Jersey
$31.7K – – –
CWA
156
Clarus Wealth Advisors
Arizona
$31K – – –
BOPW
157
Brandywine Oak Private Wealth
Pennsylvania
$31K +$31K +250 New
APC
158
Aspire Private Capital
North Carolina
$30K +$30K +239 New
BWP
159
Baldwin Wealth Partners
Massachusetts
$25K – – –
VNA
160
Valley National Advisers
Pennsylvania
$25K +$9.22K +73 +58%
IF
161
Ironwood Financial
Arizona
$24K – – –
CFA
162
Carroll Financial Associates
North Carolina
$21K – – –
NFG
163
Next Financial Group
Texas
$21K +$17.1K +135 +435%
GI
164
Gradient Investments
Minnesota
$19K – – –
S
165
SignatureFD
Georgia
$19K +$19K +151 New
LFG
166
LifePlan Financial Group
Ohio
$19K +$19K +153 New
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
$18K +$18K +141 New
RWA
168
River Wealth Advisors
Pennsylvania
$17K – – –
RFM
169
Royal Fund Management
Florida
$16K – – –
DWM
170
Doyle Wealth Management
Florida
$16K +$16K +130 New
MA
171
MCF Advisors
Kentucky
$15K – – –
MPWT
172
MassMutual Private Wealth & Trust
Connecticut
$13.7K – – –
HNB
173
Huntington National Bank
Ohio
$13K -$16K – –
TIM
174
Tortoise Investment Management
New York
$13K – – –
WIM
175
Westside Investment Management
California
$12.4K +$12.4K +100 New
5 6
7
8 9