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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

227 hedge funds and large institutions have $1.86B invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+33
Holders Change %
+17.01%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
59
Increased
85
Reduced
51
Closed
24
Calls
$2.2M
Puts
$1.45M
Net Calls
+$755K
Net Calls Change
-$210K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$50.4M
2
FEM
Fulcrum Equity Management
Texas
+$24.7M
3
UBS Group
UBS Group
Switzerland
+$19.5M
4
NA
Navellier & Associates
Nevada
+$19.2M
5
Bank of America
Bank of America
North Carolina
+$16.1M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$66.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$26.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.84M
4
TFA
Transamerica Financial Advisors
Florida
-$3.8M
5
RCG
Ruggie Capital Group
Florida
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
NWM
151
Northwest Wealth Management
Iowa
$210K +$17.6K +117 +9%
DAS
152
Dynamic Advisor Solutions
Arizona
$207K +$207K +1,369 New
WP
153
WealthPLAN Partners
Nebraska
$205K +$205K +1,553 New
AAS
154
Avantax Advisory Services
Texas
$204K +$204K +1,350 New
RIA
155
Realta Investment Advisors
Delaware
$175K +$175K +1,156 New
SMFS
156
Squar Milner Financial Services
California
$160K -$9.03K -60 -5%
CFA
157
Carroll Financial Associates
North Carolina
$155K +$131K +872 +542%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$155K +$140K +925 +925%
HIIFS
159
Harel Insurance Investments & Financial Services
Israel
$151K +$151K +1,000 New
HWA
160
Heritage Wealth Advisors
Virginia
$151K +$151K +1,000 New
TFA
161
Transamerica Financial Advisors
Florida
$147K -$3.8M -25,140 -96%
MRCM
162
M&R Capital Management
New Jersey
$117K +$34.8K +250 +42%
AIC
163
Ameritas Investment Company
Nebraska
$116K +$116K +772 New
SFA
164
Semmax Financial Advisors
North Carolina
$111K -$6.95K -46 -6%
EWM
165
Endurance Wealth Management
Rhode Island
$104K – – –
AIM
166
Axiom Investment Management
New York
$102K +$102K +670 New
WAP
167
Wealthcare Advisory Partners
Pennsylvania
$99K – – –
BMM
168
Buffington Mohr McNeal
Idaho
$92K +$92K +609 New
Barclays
169
Barclays
United Kingdom
$87K – – –
FHB
170
First Hawaiian Bank
Hawaii
$80K – – –
FGAM
171
Financial Gravity Asset Management
Texas
$80K +$80K +528 New
SSB
172
Sandy Spring Bank
Maryland
$77K – – –
WB
173
Webster Bank
Connecticut
$73K – – –
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$68K – – –
TCOV
175
Trust Company of Vermont
Vermont
$60K +$60K +400 New
5 6
7
8 9