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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
$38M
2
LWAC
Laurel Wealth Advisors (California)
California
$4.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$33.3M
4
Mariner
Mariner
Kansas
$2.31M
5
KCM
Karp Capital Management
California
$12.1M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$84.9M
2
UBS Group
UBS Group
Switzerland
$53M
3
QAM
Q3 Asset Management
Michigan
$0
4
HI
Harbour Investments
Wisconsin
$3.09M
5
Morgan Stanley
Morgan Stanley
New York
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$132M -$4.21M -26,008 -3%
Wells Fargo
2
Wells Fargo
California
$84.9M -$11.6M -71,505 -12%
Bank of America
3
Bank of America
North Carolina
$73.3M -$3.82M -23,587 -5%
UBS Group
4
UBS Group
Switzerland
$53M -$9.16M -56,541 -15%
LPL Financial
5
LPL Financial
California
$43M -$3.32M -20,474 -7%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$38M +$5.45M +33,638 +17%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$33.3M +$2.34M +14,443 +8%
RJA
8
Raymond James & Associates
Florida
$21.7M -$2.54M -15,688 -10%
BFG
9
Berger Financial Group
Minnesota
$20.2M +$738K +4,557 +4%
Osaic Holdings
10
Osaic Holdings
Arizona
$20.1M -$2.73M -16,863 -12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$19.2M -$1.72M -10,646 -8%
BWM
12
Bulltick Wealth Management
Florida
$12.9M -$810 -5 -0%
KCM
13
Karp Capital Management
California
$12.1M +$1.58M +9,779 +15%
RWP
14
RWA Wealth Partners
Massachusetts
$10.3M -$472K -2,913 -4%
DADC
15
D.A. Davidson & Co
Montana
$8.71M +$67.2K +415 +0.8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.92M -$1.79M -11,061 -18%
AAS
17
Ameritas Advisory Services
Nebraska
$6.87M +$6.87M +42,388 New
Stifel Financial
18
Stifel Financial
Missouri
$6.51M -$175K -1,079 -3%
HFM
19
Hartford Financial Management
Connecticut
$6.35M +$93.1K +575 +1%
Ameriprise
20
Ameriprise
Minnesota
$5.98M -$552K -3,411 -8%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.35M +$355K +2,190 +7%
Citadel Advisors
22
Citadel Advisors
Florida
$5.22M -$2.59M -15,982 -33%
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$5.16M +$337K +2,082 +7%
YC
24
Yarbrough Capital
Tennessee
$5.05M +$5.05M +31,160 New
LWAC
25
Laurel Wealth Advisors (California)
California
$4.8M +$4.8M +29,620 New
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