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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

247 hedge funds and large institutions have $707M invested in First Trust NYSE Arca Biotechnology Index Fund in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
59
Reduced
87
Closed
21
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$196K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$10.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.72M
3
MML Investors Services
MML Investors Services
Massachusetts
+$4.14M
4
NA
Navellier & Associates
Nevada
+$3.51M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$12M
2
JAWM
J. Arnold Wealth Management
Ohio
-$11.4M
3
Wells Fargo
Wells Fargo
California
-$10.9M
4
AAS
Ameritas Advisory Services
Nebraska
-$7.28M
5
RJA
Raymond James & Associates
Florida
-$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
151
Pursue Wealth Partners
California
$276K +$276K +1,800 New
CPIA
152
Cornell Pochily Investment Advisors
New York
$274K -$19.1K -125 -7%
HAG
153
HF Advisory Group
Maryland
$274K +$766 +5 +0.3%
WIP
154
WealthCare Investment Partners
Rhode Island
$271K – – –
SB
155
Strategic Blueprint
Georgia
$270K +$3.98K +26 +1%
GSIAS
156
Garden State Investment Advisory Services
New Jersey
$256K +$256K +1,674 New
RWS
157
Resolute Wealth Strategies
Mississippi
$256K – – –
FAM
158
Family Asset Management
South Carolina
$249K +$249K +1,625 New
EA
159
Ergawealth Advisors
Illinois
$242K -$10.7K -70 -4%
SFP
160
Shepherd Financial Partners
Massachusetts
$240K – – –
AFP
161
Ausdal Financial Partners
Iowa
$235K +$235K +1,534 New
RIA
162
Regal Investment Advisors
Michigan
$232K +$8.12K +53 +4%
AWM
163
Avior Wealth Management
Nebraska
$221K – – –
WAM
164
Walker Asset Management
Missouri
$219K – – –
AR
165
Apeiron RIA
Texas
$218K – – –
SF
166
Summit Financial
New Jersey
$217K +$217K +1,418 New
WDC
167
Woodward Diversified Capital
California
$213K -$27.6K -180 -11%
DWMS
168
Dominguez Wealth Management Solutions
Virginia
$205K – – –
TI
169
Truepoint Inc
Ohio
$204K +$204K +1,334 New
Mariner
170
Mariner
Kansas
$202K -$4.14K -27 -2%
MSFS
171
Main Street Financial Solutions
Pennsylvania
$201K -$6.74K -44 -3%
GRP
172
Global Retirement Partners
California
$151K +$78.6K +513 +108%
BC
173
Barrett & Company
Rhode Island
$147K – – –
EWM
174
Endurance Wealth Management
Rhode Island
$144K – – –
CIAS
175
Capital Investment Advisory Services
North Carolina
$144K +$5.36K +35 +4%
5 6
7
8 9