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First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

247 hedge funds and large institutions have $707M invested in First Trust NYSE Arca Biotechnology Index Fund in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
59
Reduced
87
Closed
21
Calls
$1.72M
Puts
–
Net Calls
+$1.72M
Net Calls Change
+$196K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$130M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$8.72M
3
MML Investors Services
MML Investors Services
Massachusetts
$4.14M
4
NA
Navellier & Associates
Nevada
$3.51M
5
Citadel Advisors
Citadel Advisors
Florida
$4.82M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$42.4M
2
JAWM
J. Arnold Wealth Management
Ohio
$0
3
Wells Fargo
Wells Fargo
California
$68.3M
4
AAS
Ameritas Advisory Services
Nebraska
$0
5
RJA
Raymond James & Associates
Florida
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$130M +$10.6M +69,331 +9%
Wells Fargo
2
Wells Fargo
California
$68.3M -$10.9M -71,083 -14%
Bank of America
3
Bank of America
North Carolina
$54.8M -$1.97M -12,854 -3%
UBS Group
4
UBS Group
Switzerland
$42.4M -$12M -78,643 -22%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$37.5M -$1.97M -12,840 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34.8M -$597K -3,898 -2%
LPL Financial
7
LPL Financial
California
$30.1M +$806K +5,264 +3%
RJA
8
Raymond James & Associates
Florida
$20.2M -$2.9M -18,956 -13%
BFG
9
Berger Financial Group
Minnesota
$16.9M +$229K +1,493 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$15.1M +$90.3K +590 +0.6%
DADC
11
D.A. Davidson & Co
Montana
$11.9M -$536K -3,500 -4%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$11.1M -$601K -3,923 -5%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$8.72M +$8.72M +56,954 New
Stifel Financial
14
Stifel Financial
Missouri
$8.46M +$857K +5,595 +11%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.11M +$553K +3,610 +8%
Ameriprise
16
Ameriprise
Minnesota
$5.78M -$247K -1,609 -4%
PFS
17
Prospera Financial Services
Texas
$5.74M -$166K -1,086 -3%
GS
18
GTS Securities
New York
$5.41M +$5.41M +35,455 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$5.36M -$327K -2,133 -6%
HFM
20
Hartford Financial Management
Connecticut
$5.17M -$13.3K -87 -0.3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.89M +$268K +1,750 +6%
Citadel Advisors
22
Citadel Advisors
Florida
$4.82M +$2.2M +14,386 +84%
Truist Financial
23
Truist Financial
North Carolina
$4.82M +$915K +5,977 +23%
YC
24
Yarbrough Capital
Tennessee
$4.77M – – –
GVAG
25
Great Valley Advisor Group
Delaware
$4.41M +$13.8K +90 +0.3%
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