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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

227 hedge funds and large institutions have $1.86B invested in First Trust NYSE Arca Biotechnology Index Fund in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 85 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
227
Holders Change
+33
Holders Change %
+17.01%
% of All Funds
4.92%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.15%
New
59
Increased
85
Reduced
51
Closed
24
Calls
$2.2M
Puts
$1.45M
Net Calls
+$755K
Net Calls Change
-$210K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$50.4M
2
FEM
Fulcrum Equity Management
Texas
+$24.7M
3
UBS Group
UBS Group
Switzerland
+$19.5M
4
NA
Navellier & Associates
Nevada
+$19.2M
5
Bank of America
Bank of America
North Carolina
+$16.1M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$66.5M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$26.4M
3
HSBC Holdings
HSBC Holdings
United Kingdom
-$5.84M
4
TFA
Transamerica Financial Advisors
Florida
-$3.8M
5
RCG
Ruggie Capital Group
Florida
-$2.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
201
Rehmann Capital Advisory Group
Michigan
$18.7K +$18.7K +124 New
MA
202
MCF Advisors
Kentucky
$18K – – –
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$16.6K – – –
TIM
204
Tortoise Investment Management
New York
$16K – – –
AF
205
Advisornet Financial
Minnesota
$15K – – –
MWM
206
Mascoma Wealth Management
New Hampshire
$15K – – –
HNB
207
Huntington National Bank
Ohio
$15K -$13K – –
OIA
208
Optimum Investment Advisors
Illinois
$15K – – –
AssetMark Inc
209
AssetMark Inc
California
$15K +$15K +99 New
SFSIG
210
San Francisco Sentry Investment Group
California
$15K +$15K +100 New
VFA
211
Valeo Financial Advisors
Indiana
$12K – – –
HI
212
Hudock Inc
Pennsylvania
$12K – – –
BHWM
213
Bay Harbor Wealth Management
Maryland
$10K +$923 +6 +10%
PCFFS
214
Pacific Center for Financial Services
California
$8K – – –
William Blair & Company
215
William Blair & Company
Illinois
$8K – – –
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$8K +$8K +50 New
AF
217
Allworth Financial
California
$6K +$6K +38 New
NFG
218
Next Financial Group
Texas
$5K -$21.8K -135 -81%
NFH
219
NEXT Financial Holdings
Texas
$5K +$5K +31 New
DWM
220
Destination Wealth Management
California
$4K +$4K +24 New
DOA
221
D'Orazio & Associates
Virginia
$4K +$4K +26 New
AIP
222
Ameritas Investment Partners
Nebraska
$3K – – –
PA
223
Parallel Advisors
California
$3K +$3K +20 New
HCA
224
Horan Capital Advisors
Ohio
$2K +$2K +13 New
AIC
225
Archer Investment Corporation
Indiana
$2K +$2K +16 New
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