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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

157 hedge funds and large institutions have $726M invested in First Trust NYSE Arca Biotechnology Index Fund in 2018 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 56 increasing their positions, 38 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+3
Holders Change %
+1.95%
% of All Funds
3.6%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
23
Increased
56
Reduced
38
Closed
19
Calls
$4.48M
Puts
$1.72M
Net Calls
+$2.76M
Net Calls Change
+$102K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$103M
2
Ameriprise
Ameriprise
Minnesota
$22.5M
3
ACM
Aviance Capital Management
Florida
$8.24M
4
Bank of America
Bank of America
North Carolina
$98.1M
5
CWM
Cornerstone Wealth Management
Missouri
$7.62M

Top Sellers

1
MIAN
Mariner Independent Advisor Network
Kansas
$1.84M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$1.12M
4
SAM
Silphium Asset Management
United Kingdom
$0
5
MC
Moors & Cabot
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$136M +$7.25M +51,791 +6%
Wells Fargo
2
Wells Fargo
California
$103M +$12.5M +88,947 +14%
Bank of America
3
Bank of America
North Carolina
$98.1M +$8.03M +57,329 +9%
UBS Group
4
UBS Group
Switzerland
$58.4M +$3.37M +24,069 +6%
CM
5
Churchill Management
California
$42M +$190K +1,355 +0.5%
NA
6
Navellier & Associates
Nevada
$23.8M -$100K -715 -0.4%
Ameriprise
7
Ameriprise
Minnesota
$22.5M +$8.95M +63,971 +66%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$22.2M +$3.32M +23,687 +18%
RJA
9
Raymond James & Associates
Florida
$20.2M +$2.05M +14,642 +11%
LPL Financial
10
LPL Financial
California
$18.6M +$3.48M +24,824 +23%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.4M +$1.77M +12,655 +21%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.93M -$498K -3,559 -5%
ACM
13
Aviance Capital Management
Florida
$8.24M +$8.24M +58,826 New
HFM
14
Hartford Financial Management
Connecticut
$7.82M -$92K -657 -1%
CWM
15
Cornerstone Wealth Management
Missouri
$7.62M +$7.56M +1,070,519 +14,001%
MCWS
16
McKinley Carter Wealth Services
West Virginia
$7.01M -$97K -693 -1%
AG
17
Advisor Group
Arizona
$6.8M +$3.83M +27,330 +129%
FEG
18
Financial Enhancement Group
Indiana
$5.8M +$5.8M +41,400 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$5.55M +$222K +1,587 +4%
RIA
20
RPG Investment Advisory
California
$5.02M -$57.4K -410 -1%
Stifel Financial
21
Stifel Financial
Missouri
$5.02M +$411K +2,934 +9%
MML Investors Services
22
MML Investors Services
Massachusetts
$3.76M +$970K +6,930 +35%
OA
23
Oxbow Advisors
Texas
$3.56M -$152K -1,085 -4%
RWP
24
RWA Wealth Partners
Massachusetts
$3.44M +$475K +3,395 +16%
AA
25
Ancora Advisors
Ohio
$3.08M -$23.1K -165 -0.7%
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