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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

234 hedge funds and large institutions have $860M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
69
Reduced
79
Closed
22
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$999K

Top Buyers

1
KCM
Karp Capital Management
California
+$10.8M
2
AIC
Ameritas Investment Company
Nebraska
+$6.45M
3
QAM
Q3 Asset Management
Michigan
+$5.8M
4
AA
Ancora Advisors
Ohio
+$3.51M
5
HI
Harbour Investments
Wisconsin
+$3.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.7M
2
Wells Fargo
Wells Fargo
California
-$6.99M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.02M
4
LPL Financial
LPL Financial
California
-$4.28M
5
RJA
Raymond James & Associates
Florida
-$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
151
MGO One Seven
Ohio
$221K -$107K -647 -33%
FAM
152
Formidable Asset Management
Ohio
$218K -$14.1K -85 -6%
SWM
153
SeaCrest Wealth Management
New York
$218K -$3.99K -24 -2%
KIG
154
Kowal Investment Group
Wisconsin
$217K – – –
MSFS
155
Main Street Financial Solutions
Pennsylvania
$213K -$8.29K -50 -4%
MWM
156
Modera Wealth Management
New Jersey
$211K -$9.8K -59 -4%
PA
157
Pinnacle Associates
New York
$208K -$7.49K -45 -3%
CFD
158
Creative Financial Designs
Indiana
$203K +$4.98K +30 +3%
BTWM
159
Baker Tilly Wealth Management
Wisconsin
$202K – – –
SWM
160
Spire Wealth Management
Virginia
$201K +$13.4K +81 +7%
FGAM
161
Financial Gravity Asset Management
Texas
$166K +$166K +5 New
Simplex Trading
162
Simplex Trading
Illinois
$165K – – –
EAM
163
Eukles Asset Management
Ohio
$156K -$22.4K -135 -13%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$155K -$6.15K -37 -4%
CTB
165
Country Trust Bank
Illinois
$143K – – –
GI
166
Gradient Investments
Minnesota
$140K -$4.65K -28 -3%
CCM
167
Covington Capital Management
California
$137K – – –
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$125K +$32.2K +194 +35%
FA
169
Flagstar Advisors
New York
$125K +$125K +750 New
EWM
170
Endurance Wealth Management
Rhode Island
$114K – – –
HWM
171
Holloway Wealth Management
Florida
$113K -$117K – –
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$110K +$29.5K +179 +37%
FFA
173
Founders Financial Alliance
North Carolina
$108K – – –
BEI
174
Benjamin Edwards Inc
Missouri
$99K -$51.7K -311 -34%
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$95K +$24.9K +150 +36%
5 6
7
8 9