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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

245 hedge funds and large institutions have $801M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
53
Reduced
80
Closed
27
Calls
$325K
Puts
$373K
Net Calls
-$48K
Net Calls Change
-$1.86M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.45M
2
LWAC
Laurel Wealth Advisors (California)
California
+$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.34M
4
Mariner
Mariner
Kansas
+$2.31M
5
KCM
Karp Capital Management
California
+$1.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.6M
2
UBS Group
UBS Group
Switzerland
-$9.16M
3
QAM
Q3 Asset Management
Michigan
-$5.8M
4
HI
Harbour Investments
Wisconsin
-$4.25M
5
Morgan Stanley
Morgan Stanley
New York
-$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
1W
151
1776 Wealth
Georgia
$243K +$243K +1,499 New
FWP
152
Firethorn Wealth Partners
Georgia
$239K +$239K +1,477 New
ST
153
Spinnaker Trust
Maine
$230K – – –
FIM
154
Freedom Investment Management
Connecticut
$229K +$1.62K +10 +0.7%
WS
155
Wedbush Securities
California
$224K – – –
HGERS
156
Householder Group Estate & Retirement Specialist
Arizona
$222K +$222K +1,371 New
KIG
157
Kowal Investment Group
Wisconsin
$212K – – –
CF
158
Centaurus Financial
California
$210K -$86.9K -536 -29%
FAM
159
Formidable Asset Management
Ohio
$209K – – –
MSFS
160
Main Street Financial Solutions
Pennsylvania
$208K – – –
MWM
161
Modera Wealth Management
New Jersey
$206K – – –
NFG
162
Next Financial Group
Texas
$205K -$128K -790 -38%
CG
163
Cutler Group
California
$194K +$194K +1,200 New
SFPG
164
Stonebridge Financial Planning Group
Florida
$188K -$118K -810 -38%
GWM
165
Geneos Wealth Management
Colorado
$185K -$40.3K -250 -18%
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$154K +$61.6K +381 +67%
Fidelity Investments
167
Fidelity Investments
Massachusetts
$149K -$2.11K -13 -1%
HNWAG
168
High Net Worth Advisory Group
Florida
$144K +$144K +890 New
KC
169
Kenfarb & Co
Kentucky
$142K +$142K +874 New
CA
170
CoreCap Advisors
Michigan
$142K +$142K +874 New
CTB
171
Country Trust Bank
Illinois
$140K – – –
GI
172
Gradient Investments
Minnesota
$137K – – –
CCM
173
Covington Capital Management
California
$134K – – –
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
$133K +$61.6K +375 +86%
CFD
175
Creative Financial Designs
Indiana
$127K -$70.8K -438 -36%
5 6
7
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