FBT icon

First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

194 hedge funds and large institutions have $1.45B invested in First Trust NYSE Arca Biotechnology Index Fund in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 62 increasing their positions, 57 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+5
Holders Change %
+2.65%
% of All Funds
4.33%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.11%
New
47
Increased
62
Reduced
57
Closed
41
Calls
$1.65M
Puts
$687K
Net Calls
+$965K
Net Calls Change
-$208K

Top Buyers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$19.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$11.7M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.85M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$3.59M

Top Sellers

1
CM
Churchill Management
California
-$346M
2
First Trust Advisors
First Trust Advisors
Illinois
-$46.4M
3
NA
Navellier & Associates
Nevada
-$27M
4
GA
Gateway Advisory
New Jersey
-$8.32M
5
Bank of America
Bank of America
North Carolina
-$7.07M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
176
Optimum Investment Advisors
Illinois
$12K -$9.6K -80 -44%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$12K – – –
MWM
178
Mascoma Wealth Management
New Hampshire
$12K – – –
AF
179
Advisornet Financial
Minnesota
$12K +$12K +100 New
VFA
180
Valeo Financial Advisors
Indiana
$10K – – –
HI
181
Hudock Inc
Pennsylvania
$9K – – –
BTNA
182
Bremer Trust National Association
Minnesota
$8K +$8K +67 New
BHWM
183
Bay Harbor Wealth Management
Maryland
$7K +$7K +59 New
William Blair & Company
184
William Blair & Company
Illinois
$6K -$1.8K -15 -23%
PCFFS
185
Pacific Center for Financial Services
California
$6K – – –
WTC
186
WhitTier Trust Company
Nevada
$6K +$6K +49 New
NA
187
NewEdge Advisors
Louisiana
$5.49K +$734 +5,910 +15%
FWM
188
Focused Wealth Management
New York
$5K +$5K +38 New
AIP
189
Ameritas Investment Partners
Nebraska
$3K – – –
SWM
190
SeaCrest Wealth Management
New York
$3K – – –
GRP
191
Global Retirement Partners
California
$3K +$3K +24 New
PMFA
192
Plante Moran Financial Advisors
Michigan
$2K +$2K +20 New
Parallax Volatility Advisers
193
Parallax Volatility Advisers
California
$1K +$909 +10 +1,000%
CM
194
Churchill Management
California
– -$346M -2,180,380 Closed
NA
195
Navellier & Associates
Nevada
– -$27M -170,264 Closed
GA
196
Gateway Advisory
New Jersey
– -$8.32M -52,466 Closed
SG
197
Somerset Group
Minnesota
– -$4.43M -31,326 Closed
VCM
198
Virtue Capital Management
Tennessee
– -$4.1M -25,878 Closed
AA
199
Ancora Advisors
Ohio
– -$3.51M -22,168 Closed
PCM
200
Penserra Capital Management
California
– -$2.45M -15,440 Closed
6 7
8
9 10