FBT icon

First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

234 hedge funds and large institutions have $860M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 69 increasing their positions, 79 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
4.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
28
Increased
69
Reduced
79
Closed
22
Calls
$1.81M
Puts
–
Net Calls
+$1.81M
Net Calls Change
+$999K

Top Buyers

1
KCM
Karp Capital Management
California
+$10.8M
2
AIC
Ameritas Investment Company
Nebraska
+$6.45M
3
QAM
Q3 Asset Management
Michigan
+$5.8M
4
AA
Ancora Advisors
Ohio
+$3.51M
5
HI
Harbour Investments
Wisconsin
+$3.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.7M
2
Wells Fargo
Wells Fargo
California
-$6.99M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.02M
4
LPL Financial
LPL Financial
California
-$4.28M
5
RJA
Raymond James & Associates
Florida
-$3.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$90K +$41.4K +250 +85%
SAM
177
Strategic Asset Management
Minnesota
$77K +$77K +470 New
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$75K -$345 -2 -0.5%
HWMA
179
Heritage Wealth Management (Arizona)
Arizona
$73K -$2.66K -16 -4%
PFGIA
180
Patriot Financial Group Insurance Agency
Massachusetts
$63K – – –
PO
181
Private Ocean
California
$61K – – –
CFA
182
Cahill Financial Advisors
Minnesota
$58K +$58K +352 New
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$56K – – –
TCWM
184
Total Clarity Wealth Management
Illinois
$55K +$55K +332 New
FPB
185
First PREMIER Bank
South Dakota
$53K – – –
SSB
186
Sandy Spring Bank
Maryland
$51K – – –
GPA
187
Guidance Point Advisors
Massachusetts
$51K +$51K +310 New
TFGT
188
TS Financial Group (TSFG)
Illinois
$47K +$47K +285 New
US Bancorp
189
US Bancorp
Minnesota
$46K -$218K -1,329 -83%
GRP
190
Global Retirement Partners
California
$46K -$72K -435 -61%
GEA
191
Glen Eagle Advisors
New Jersey
$42.3K – – –
AIM
192
Axiom Investment Management
New York
$42K – – –
WB
193
Webster Bank
Connecticut
$40K – – –
CMA
194
Cedar Mountain Advisors
Oregon
$40K – – –
AP
195
Atwood & Palmer
Missouri
$37K – – –
CWA
196
Core Wealth Advisors
Florida
$33K -$1.64K -10 -5%
BWP
197
Baldwin Wealth Partners
Massachusetts
$33K – – –
CFA
198
Carroll Financial Associates
North Carolina
$33K – – –
SIM
199
Sonora Investment Management
Arizona
$33K +$33K +200 New
IF
200
Ironwood Financial
Arizona
$32K – – –
6 7
8
9 10