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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

241 hedge funds and large institutions have $751M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 63 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
241
Holders Change
+25
Holders Change %
+11.57%
% of All Funds
3.89%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
63
Reduced
72
Closed
14
Calls
$894K
Puts
–
Net Calls
+$894K
Net Calls Change
-$1.01M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$115M
2
Bank of America
2
Bank of America
North Carolina
$73.7M
3
UBS Group
3
UBS Group
Switzerland
$59.5M
4
RJA
4
Raymond James & Associates
Florida
$23M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$32.1M

Top Sellers

1
SOS
1
Silver Oak Securities
Tennessee
$324K
2
RWP
2
RWA Wealth Partners
Massachusetts
$2.66M
3
Wells Fargo
3
Wells Fargo
California
$77.8M
4
TRCT
4
Tower Research Capital (TRC)
New York
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$115M +$19.5M +126,555 +20%
Wells Fargo
2
Wells Fargo
California
$77.8M -$4.57M -29,661 -6%
Bank of America
3
Bank of America
North Carolina
$73.7M +$12.4M +80,638 +20%
UBS Group
4
UBS Group
Switzerland
$59.5M +$7.02M +45,536 +13%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.3M +$1.38M +8,927 +4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$32.1M +$3.88M +25,150 +14%
LPL Financial
7
LPL Financial
California
$29.5M +$1.52M +9,848 +5%
Osaic Holdings
8
Osaic Holdings
Arizona
$24.5M +$612K +3,968 +3%
RJA
9
Raymond James & Associates
Florida
$23M +$4.62M +29,981 +25%
BFG
10
Berger Financial Group
Minnesota
$20.2M -$515K -3,343 -2%
DADC
11
D.A. Davidson & Co
Montana
$18.3M +$472K +3,063 +3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$12M -$1.96M -12,724 -14%
JAWM
13
J. Arnold Wealth Management
Ohio
$10.9M +$364K +2,363 +3%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$9.01M +$30.2K +196 +0.3%
Stifel Financial
15
Stifel Financial
Missouri
$7.73M +$1.17M +7,599 +18%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$7.63M +$454K +2,947 +6%
AAS
17
Ameritas Advisory Services
Nebraska
$7.39M -$77.1K -500 -1%
Ameriprise
18
Ameriprise
Minnesota
$6.86M +$1.83M +11,896 +36%
LWAC
19
Laurel Wealth Advisors (California)
California
$5.4M +$438K +2,839 +9%
HFM
20
Hartford Financial Management
Connecticut
$5.37M -$414K -2,685 -7%
Truist Financial
21
Truist Financial
North Carolina
$5.24M -$1.45M -9,409 -22%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$4.97M +$510K +3,312 +11%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$4.88M +$550K +3,571 +13%
YC
24
Yarbrough Capital
Tennessee
$4.8M – – –
MML Investors Services
25
MML Investors Services
Massachusetts
$4.44M +$534K +3,463 +14%
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