FBT icon

First Trust NYSE Arca Biotechnology Index Fund
FBT

Overview Fund Activity

242 hedge funds and large institutions have $559M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 97 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-13
Holders Change %
-5.1%
% of All Funds
3.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
59
Reduced
97
Closed
27
Calls
$2.31M
Puts
–
Net Calls
+$2.31M
Net Calls Change
+$1.36M

Top Buyers

1
LPL Financial
LPL Financial
California
$38.5M
2
Wells Fargo
Wells Fargo
California
$66.2M
3
TWC
TD Waterhouse Canada
Ontario, Canada
$4.93M
4
BFG
Berger Financial Group
Minnesota
$22.7M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.87M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$71.9M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$18.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$26.6M
4
GVAG
Great Valley Advisor Group
Delaware
$0
5
GS
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$71.9M -$144M -938,344 -67%
Wells Fargo
2
Wells Fargo
California
$66.2M +$5.24M +34,083 +9%
LPL Financial
3
LPL Financial
California
$38.5M +$11.9M +77,701 +45%
Bank of America
4
Bank of America
North Carolina
$37M -$3.34M -21,742 -8%
UBS Group
5
UBS Group
Switzerland
$35.8M +$555K +3,607 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$26.6M -$7.62M -49,560 -22%
BFG
7
Berger Financial Group
Minnesota
$22.7M +$3.98M +25,907 +21%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$18.4M -$12.4M -80,762 -40%
RJA
9
Raymond James & Associates
Florida
$17.1M -$2.13M -13,879 -11%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.59M -$3.59M -23,369 -27%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.86M -$218K -1,415 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$7.92M -$486K -3,162 -6%
AAS
13
Ameritas Advisory Services
Nebraska
$7.47M +$194K +1,263 +3%
Truist Financial
14
Truist Financial
North Carolina
$6.5M +$387K +2,515 +6%
Stifel Financial
15
Stifel Financial
Missouri
$5.96M +$140K +910 +2%
DADC
16
D.A. Davidson & Co
Montana
$5.87M -$126K -821 -2%
HFM
17
Hartford Financial Management
Connecticut
$5.22M +$39.4K +256 +0.8%
TWC
18
TD Waterhouse Canada
Ontario, Canada
$4.93M +$4.93M +31,142 New
IWC
19
Integrated Wealth Concepts
Massachusetts
$4.9M -$113K -732 -2%
Ameriprise
20
Ameriprise
Minnesota
$4.84M -$73K -473 -1%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.8M +$908K +5,908 +23%
YC
22
Yarbrough Capital
Tennessee
$4.79M – – –
MIG
23
McGuire Investment Group
Rhode Island
$4.73M +$253K +1,648 +6%
MML Investors Services
24
MML Investors Services
Massachusetts
$4.21M +$406K +2,641 +11%
IAA
25
Independent Advisor Alliance
North Carolina
$4.16M +$174K +1,131 +4%
1
2 3 4 5