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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

245 hedge funds and large institutions have $801M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 53 increasing their positions, 80 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+11
Holders Change %
+4.7%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
47
Increased
53
Reduced
80
Closed
27
Calls
$325K
Puts
$373K
Net Calls
-$48K
Net Calls Change
-$1.86M

Top Buyers

1
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.45M
2
LWAC
Laurel Wealth Advisors (California)
California
+$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.34M
4
Mariner
Mariner
Kansas
+$2.31M
5
KCM
Karp Capital Management
California
+$1.58M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$11.6M
2
UBS Group
UBS Group
Switzerland
-$9.16M
3
QAM
Q3 Asset Management
Michigan
-$5.8M
4
HI
Harbour Investments
Wisconsin
-$4.25M
5
Morgan Stanley
Morgan Stanley
New York
-$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
201
FourThought Financial
Florida
$32K – – –
National Bank of Canada
202
National Bank of Canada
Quebec, Canada
$32K +$32K +200 New
WWM
203
Wagner Wealth Management
South Carolina
$27K -$3.07K -19 -10%
CA
204
Cornerstone Advisory
Maryland
$26K +$26K +160 New
AP
205
Atwood & Palmer
Missouri
$25K -$10.5K -65 -30%
CSB
206
City State Bank
Iowa
$25K +$25K +156 New
BlackRock
207
BlackRock
New York
$24K – – –
S
208
SignatureFD
Georgia
$24K – – –
MHR
209
Matthew Hamilton Rosenberg
$24K – – –
FP
210
Financial Perspectives
Minnesota
$24K – – –
COCM
211
Charter Oak Capital Management
New Hampshire
$23K – – –
BHWM
212
Beaird Harris Wealth Management
Texas
$23K +$23K +140 New
MA
213
MUFG Americas
New York
$21K – – –
AWA
214
Amplius Wealth Advisors
Pennsylvania
$21K +$21K +130 New
AIP
215
Ameritas Investment Partners
Nebraska
$20K – – –
AF
216
Allworth Financial
California
$20K +$20K +123 New
TC
217
Truvestments Capital
Florida
$17K – – –
MWM
218
Mascoma Wealth Management
New Hampshire
$16K – – –
EVM
219
Eaton Vance Management
Massachusetts
$16K +$16K +100 New
US Bancorp
220
US Bancorp
Minnesota
$15K -$31.7K -190 -68%
RPCONE
221
Retirement Planning Company of New England
Rhode Island
$13K +$13K +81 New
Barclays
222
Barclays
United Kingdom
$12K – – –
NSIM
223
North Star Investment Management
Illinois
$12K – – –
CMBA
224
C.M. Bidwell & Associates
Hawaii
$12K – – –
ARIS
225
Advanced Research Investment Solutions
California
$12K +$12K +75 New
7 8
9
10 11