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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 %
FF
201
FourThought Financial
Florida
$32K +$32K +195 New
WWM
202
Wagner Wealth Management
South Carolina
$31K – – –
BlackRock
203
BlackRock
New York
$25K – – –
S
204
SignatureFD
Georgia
$25K – – –
FP
205
Financial Perspectives
Minnesota
$24.6K – – –
MHR
206
Matthew Hamilton Rosenberg
$24K – – –
COCM
207
Charter Oak Capital Management
New Hampshire
$23K -$3.29K -20 -13%
MA
208
MUFG Americas
New York
$22K – – –
AIP
209
Ameritas Investment Partners
Nebraska
$20K – – –
MA
210
MCF Advisors
Kentucky
$20K – – –
TC
211
Truvestments Capital
Florida
$18K – – –
TFO
212
Tarbox Family Office
California
$18K +$18K +110 New
TIM
213
Tortoise Investment Management
New York
$17K – – –
MWM
214
Mascoma Wealth Management
New Hampshire
$17K +$17K +100 New
GWMIA
215
Global Wealth Management Investment Advisory
Florida
$17K +$17K +100 New
APWA
216
Atlas Private Wealth Advisors
New Jersey
$14K – – –
NSIM
217
North Star Investment Management
Illinois
$12K – – –
Barclays
218
Barclays
United Kingdom
$12K – – –
PA
219
PSI Advisors
Florida
$12K +$12K +70 New
CMBA
220
C.M. Bidwell & Associates
Hawaii
$12K +$12K +75 New
PPWM
221
PFG Private Wealth Management
Florida
$10K +$10K +60 New
PCFFS
222
Pacific Center for Financial Services
California
$9K – – –
CWA
223
Clearview Wealth Advisors
Oregon
$7K – – –
AA
224
Addison Advisors
Vermont
$7K – – –
HI
225
Hudock Inc
Pennsylvania
$5K – – –
7 8
9
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