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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

217 hedge funds and large institutions have $662M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-28
Holders Change %
-11.43%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
44
Reduced
96
Closed
47
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$1.21M

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$4.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.2M
3
Wells Fargo
Wells Fargo
California
+$3.07M
4
RWP
RWA Wealth Partners
Massachusetts
+$1.92M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.91M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.4M
2
BWM
Bulltick Wealth Management
Florida
-$12.9M
3
KCM
Karp Capital Management
California
-$12.1M
4
LPL Financial
LPL Financial
California
-$8.58M
5
Bank of America
Bank of America
North Carolina
-$6.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$125K -$12.6K -84 -9%
CCM
152
Covington Capital Management
California
$123K – – –
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$112K -$11.4K -75 -9%
CFD
154
Creative Financial Designs
Indiana
$112K -$5.53K -37 -5%
EAM
155
Eukles Asset Management
Ohio
$111K -$449 -3 -0.4%
HIA
156
Harbor Investment Advisory
Maryland
$110K -$141K -950 -56%
GWM
157
Geneos Wealth Management
Colorado
$107K -$63.6K -428 -37%
EWM
158
Endurance Wealth Management
Rhode Island
$103K – – –
MCC
159
Money Concepts Capital
Florida
$98K +$55K +370 +128%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$94K – – –
BEI
161
Benjamin Edwards Inc
Missouri
$89K – – –
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$88K +$20.1K +134 +30%
SWM
163
Spire Wealth Management
Virginia
$87K -$1.05M -7,093 -92%
FFA
164
Founders Financial Alliance
North Carolina
$80K – – –
CA
165
Clearstead Advisors
Ohio
$79K – – –
CAPTRUST Financial Advisors
166
CAPTRUST Financial Advisors
North Carolina
$73K -$68.4K -461 -48%
SAM
167
Strategic Asset Management
Minnesota
$70K – – –
HWMA
168
Heritage Wealth Management (Arizona)
Arizona
$58K +$58K +388 New
PFGIA
169
Patriot Financial Group Insurance Agency
Massachusetts
$57K – – –
PO
170
Private Ocean
California
$55K – – –
William Blair & Company
171
William Blair & Company
Illinois
$54K -$26.6K -179 -33%
CIAS
172
Capital Investment Advisory Services
North Carolina
$51K +$51K +339 New
SSB
173
Sandy Spring Bank
Maryland
$46K – – –
GRP
174
Global Retirement Partners
California
$46K +$46K +347 New
TFGT
175
TS Financial Group (TSFG)
Illinois
$43K – – –
5 6
7
8 9