FBT icon

First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

224 hedge funds and large institutions have $1.05B invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
224
Holders Change
+25
Holders Change %
+12.56%
% of All Funds
4.6%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
48
Increased
99
Reduced
42
Closed
22
Calls
$3.32M
Puts
–
Net Calls
+$3.32M
Net Calls Change
+$2.27M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$42.5M
2
LPL Financial
LPL Financial
California
+$20.4M
3
Wells Fargo
Wells Fargo
California
+$18.6M
4
UBS Group
UBS Group
Switzerland
+$14.3M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$12M

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$13.3M
2
AIC
Ameritas Investment Company
Nebraska
-$4.64M
3
Ameriprise
Ameriprise
Minnesota
-$2.84M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$2.7M
5
Nomura Asset Management
Nomura Asset Management
Japan
-$2.32M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$241K +$241K +1,439 New
US Bancorp
152
US Bancorp
Minnesota
$240K +$213K +1,272 +790%
SFP
153
Strategic Financial Partners
Oregon
$239K +$239K +1,422 New
ST
154
Spinnaker Trust
Maine
$238K +$238K +1,423 New
WCFA
155
Walkner Condon Financial Advisors
Wisconsin
$237K -$36.1K -215 -13%
EH
156
Equitable Holdings
New York
$232K +$232K +1,380 New
FEG
157
Financial Enhancement Group
Indiana
$227K +$3.02K +18 +1%
Northern Trust
158
Northern Trust
Illinois
$227K +$227K +1,353 New
CWA
159
Clarus Wealth Advisors
Arizona
$224K +$224K +1,293 New
EAM
160
Eukles Asset Management
Ohio
$219K -$13.7K -82 -6%
SMFS
161
Squar Milner Financial Services
California
$204K +$25.4K +151 +14%
Comerica Bank
162
Comerica Bank
Texas
$201K +$201K +1,148 New
IFWM
163
Institute for Wealth Management
Colorado
$200K +$200K +1,195 New
1W
164
1776 Wealth
Georgia
$192K -$278K -1,668 -59%
EWP
165
Engrave Wealth Partners
Texas
$182K – – –
QCG
166
Quadrant Capital Group
Ohio
$168K +$168K +1,000 New
CWM
167
Campbell Wealth Management
Virginia
$166K +$166K +987 New
BEI
168
Benjamin Edwards Inc
Missouri
$158K +$14.6K +87 +10%
FHA
169
Flagship Harbor Advisors
Massachusetts
$148K +$39.1K +233 +36%
GI
170
Gradient Investments
Minnesota
$146K +$116K +694 +390%
MRCM
171
M&R Capital Management
New Jersey
$140K – – –
EWM
172
Endurance Wealth Management
Rhode Island
$115K – – –
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$107K – – –
VFA
174
Valeo Financial Advisors
Indiana
$86K +$86K +510 New
HI
175
Hoey Investments
Pennsylvania
$84K – – –
5 6
7
8 9