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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 %
BlackRock
201
BlackRock
New York
$23.2K – – –
SSB
202
Sandy Spring Bank
Maryland
$22.9K -$24.6K -160 -52%
NSIM
203
North Star Investment Management
Illinois
$22.9K +$11.4K +74 +99%
FP
204
Financial Perspectives
Minnesota
$22.8K – – –
CA
205
Continuum Advisory
Idaho
$20.1K +$20.1K +135 New
PCMC
206
Planning Capital Management Corporation
Pennsylvania
$19.4K – – –
AIP
207
Ameritas Investment Partners
Nebraska
$19.2K – – –
MA
208
MCF Advisors
Kentucky
$18.5K – – –
FFL
209
Financial Freedom LLC
Ohio
$18.1K – – –
T
210
Tidemark
California
$16.1K – – –
WTC
211
WhitTier Trust Company
Nevada
$16.1K – – –
MG
212
Mather Group
Illinois
$15.8K +$15.8K +100 New
HCP
213
Hexagon Capital Partners
Arkansas
$15.4K – – –
MWM
214
Mascoma Wealth Management
New Hampshire
$15.1K – – –
NECFA
215
New England Capital Financial Advisors
Connecticut
$14.8K – – –
SAM
216
Smartleaf Asset Management
Massachusetts
$12.4K +$12.4K +80 New
GTAM
217
Global Trust Asset Management
Florida
$12.3K – – –
BCMLT
218
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.3K -$615 -4 -5%
SIS
219
Sound Income Strategies
Florida
$11.9K +$153 +1 +1%
AP
220
Atwood & Palmer
Missouri
$11.5K – – –
CMBA
221
C.M. Bidwell & Associates
Hawaii
$11.5K – – –
AF
222
Allworth Financial
California
$9.84K – – –
WIA
223
Wetzel Investment Advisors
Indiana
$9.2K – – –
FGAM
224
Financial Gravity Asset Management
Texas
$8.06K -$632 -4 -7%
PCFFS
225
Pacific Center for Financial Services
California
$8K – – –
7 8
9
10 11