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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

216 hedge funds and large institutions have $624M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 59 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-6
Holders Change %
-2.7%
% of All Funds
3.74%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
20
Increased
59
Reduced
72
Closed
26
Calls
$2.2M
Puts
$303K
Net Calls
+$1.9M
Net Calls Change
+$151K

Top Buyers

1
SOS
1
Silver Oak Securities
Tennessee
$31.7M
2
JAWM
2
J. Arnold Wealth Management
Ohio
$9.02M
3
DADC
3
D.A. Davidson & Co
Montana
$15.2M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.69M
5
Wells Fargo
5
Wells Fargo
California
$70.5M

Top Sellers

1
SMF
1
Sterling Manor Financial
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.82M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$24.2M
4
TFA
4
TPG Financial Advisors
Oregon
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.6M -$681K -5,163 -0.8%
Wells Fargo
2
Wells Fargo
California
$70.5M +$3.06M +23,169 +5%
Bank of America
3
Bank of America
North Carolina
$52.5M -$1.14M -8,617 -2%
UBS Group
4
UBS Group
Switzerland
$44.9M +$1.48M +11,181 +3%
SOS
5
Silver Oak Securities
Tennessee
$31.7M +$31.7M +429,148 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.5M +$2.44M +18,485 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$24.2M -$3.17M -24,045 -12%
LPL Financial
8
LPL Financial
California
$23.9M -$833K -6,310 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$20.5M -$387K -2,929 -2%
BFG
10
Berger Financial Group
Minnesota
$17.7M +$255K +1,929 +1%
RJA
11
Raymond James & Associates
Florida
$15.7M +$1.1M +8,326 +8%
DADC
12
D.A. Davidson & Co
Montana
$15.2M +$8.43M +63,872 +124%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$12M -$987K -7,479 -8%
JAWM
14
J. Arnold Wealth Management
Ohio
$9.02M +$9.02M +68,326 New
RWP
15
RWA Wealth Partners
Massachusetts
$7.95M -$792K -6,004 -9%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$7.69M +$7.69M +58,248 New
AAS
17
Ameritas Advisory Services
Nebraska
$6.39M +$105K +794 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.14M +$266K +2,015 +5%
Truist Financial
19
Truist Financial
North Carolina
$5.73M +$2.35M +17,791 +69%
Stifel Financial
20
Stifel Financial
Missouri
$5.62M -$597K -4,522 -10%
HFM
21
Hartford Financial Management
Connecticut
$4.95M -$178K -1,346 -3%
Ameriprise
22
Ameriprise
Minnesota
$4.31M +$259K +1,965 +6%
LWAC
23
Laurel Wealth Advisors (California)
California
$4.25M +$1.19K +9 +0%
YC
24
Yarbrough Capital
Tennessee
$4.11M – – –
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.82M -$3.37M -25,563 -47%
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