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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

210 hedge funds and large institutions have $818M invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 51 increasing their positions, 73 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+22
Holders Change %
+11.7%
% of All Funds
4.15%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
51
Increased
51
Reduced
73
Closed
25
Calls
$2.14M
Puts
$1.18M
Net Calls
+$968K
Net Calls Change
+$95K

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$8.5M
2
Truist Financial
Truist Financial
North Carolina
+$4.39M
3
RIA
RPG Investment Advisory
California
+$4.31M
4
IAA
Independent Advisor Alliance
North Carolina
+$2.64M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.59M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$17.6M
2
Morgan Stanley
Morgan Stanley
New York
-$13.3M
3
PVH
Psagot Value Holdings
Israel
-$12.6M
4
Bank of America
Bank of America
North Carolina
-$6.41M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
176
Baldwin Wealth Partners
Massachusetts
$30K – – –
EP
177
Eudaimonia Partners
Tennessee
$30K +$30K +200 New
CFA
178
Carroll Financial Associates
North Carolina
$29K +$5.77K +40 +25%
IF
179
Ironwood Financial
Arizona
$28K – – –
AP
180
Atwood & Palmer
Missouri
$26K -$18.6K -125 -42%
GI
181
Gradient Investments
Minnesota
$26K +$4.09K +28 +19%
S
182
SignatureFD
Georgia
$22K – – –
PA
183
Procyon Advisors
Connecticut
$21K +$21K +138 New
MA
184
MUFG Americas
New York
$20K – – –
RFM
185
Royal Fund Management
Florida
$20K – – –
MA
186
MCF Advisors
Kentucky
$18K – – –
NFG
187
Next Financial Group
Texas
$17K -$607 -4 -3%
APWM
188
Atlas Private Wealth Management
New York
$16K +$16K +110 New
TIM
189
Tortoise Investment Management
New York
$15K – – –
SFSIG
190
San Francisco Sentry Investment Group
California
$15K – – –
TCWM
191
Total Clarity Wealth Management
Illinois
$15K +$15K +104 New
NC
192
NewSquare Capital
Pennsylvania
$13K -$26.7K -185 -67%
RWG
193
Regal Wealth Group
California
$12K +$12K +78 New
NSIM
194
North Star Investment Management
Illinois
$11K – – –
CAL
195
Capital Analysts LLC
Pennsylvania
$8K -$47.9K -341 -86%
PCFFS
196
Pacific Center for Financial Services
California
$8K – – –
HNB
197
Huntington National Bank
Ohio
$7K – – –
BW
198
Bison Wealth
Georgia
$7K +$7K +50 New
HI
199
Hudock Inc
Pennsylvania
$5K -$6.43K -45 -56%
CAC
200
Certified Advisory Corp
Florida
$4K -$18.1K -113 -82%
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