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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

242 hedge funds and large institutions have $559M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-13
Holders Change %
-5.1%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
59
Reduced
97
Closed
27
Calls
$2.31M
Puts
–
Net Calls
+$2.31M
Net Calls Change
+$1.36M

Top Buyers

1
LPL Financial
LPL Financial
California
+$11.9M
2
Wells Fargo
Wells Fargo
California
+$5.24M
3
TWC
TD Waterhouse Canada
Ontario, Canada
+$4.93M
4
BFG
Berger Financial Group
Minnesota
+$3.98M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.96M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$144M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$12.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.62M
4
GVAG
Great Valley Advisor Group
Delaware
-$7.06M
5
GS
GTS Securities
New York
-$6.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$92K – – –
BEI
177
Benjamin Edwards Inc
Missouri
$91K – – –
AWM
178
Avior Wealth Management
Nebraska
$90.7K -$131K -855 -59%
SS
179
Sunbelt Securities
Texas
$79.5K -$209K -1,362 -72%
CA
180
CoreCap Advisors
Michigan
$75.2K +$75.2K +489 New
GWM
181
Geneos Wealth Management
Colorado
$66.9K -$11.2K -73 -14%
PTC
182
Private Trust Company
Ohio
$64.9K -$11.8K -77 -15%
CPA
183
Clear Point Advisors
New York
$60.7K – – –
CIAS
184
Capital Investment Advisory Services
North Carolina
$57.2K -$43.9K -286 -43%
PO
185
Private Ocean
California
$56.7K – – –
EAM
186
Eukles Asset Management
Ohio
$56.4K -$22.3K -145 -28%
FFA
187
Founders Financial Alliance
North Carolina
$52.1K – – –
DWS
188
Dynamic Wealth Strategies
California
$49K – – –
CTB
189
Country Trust Bank
Illinois
$45.1K -$8.92K -58 -17%
DFA
190
DHJJ Financial Advisors
Illinois
$44.4K – – –
CMA
191
Cedar Mountain Advisors
Oregon
$37.2K – – –
WB
192
Webster Bank
Connecticut
$36.6K – – –
PS
193
Principal Securities
Iowa
$30.9K – – –
BWP
194
Baldwin Wealth Partners
Massachusetts
$30.8K – – –
IBOK
195
Independence Bank of Kentucky
Kentucky
$30.8K +$30.8K +200 New
National Bank of Canada
196
National Bank of Canada
Quebec, Canada
$29.8K – – –
WWM
197
Wagner Wealth Management
South Carolina
$25.7K – – –
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$24.6K +$24.6K +160 New
GI
199
GAMMA Investing
California
$23.4K – – –
BlackRock
200
BlackRock
New York
$23.2K – – –
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8
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