First Trust NYSE Arca Biotechnology Index Fund (FBT) Institutional Ownership

$147.69
-1.27 (-0.85%)
(As of 05/8/2024 ET)

Institutional Ownership Changes (13F Filings) for First Trust NYSE Arca Biotechnology Index Fund (NYSEARCA:FBT)

Number of
Institutional Buyers
(last 12 months)
102
Total
Institutional Inflows
(last 12 months)
$155.77M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$164.44M
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FBT Institutional Buying and Selling by Quarter

First Trust NYSE Arca Biotechnology Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Anson Capital Inc.7,721$1.19M1.7%+12.4%0.102%
5/7/2024WMG Financial Advisors LLC5,221$803K0.5%-9.1%0.069%
5/7/2024RPG Investment Advisory LLC26,729$4.11M0.6%-1.8%0.354%
5/7/2024Pecaut & CO.10,627$1.63M0.6%+4.4%0.141%
5/7/2024Oppenheimer & Co. Inc.5,173$795K0.0%-25.3%0.069%
5/6/2024 MGB Wealth Management LLC4,949$761K0.3%-1.4%0.066%
5/6/2024 TFG Advisers LLC2,138$329K0.1%-3.6%0.028%
5/6/2024 Oxbow Advisors LLC3,103$477K0.1%-37.0%0.041%
5/4/2024 Geneos Wealth Management Inc.435$67K0.0%-14.4%0.006%
5/4/2024 Csenge Advisory Group18,724$2.88M0.2%-7.2%0.246%
5/2/2024 Diversified LLC2,410$371K0.1%-4.7%0.032%
5/1/2024 Janney Montgomery Scott LLC31,242$4.80M0.0%+23.3%0.411%
4/30/2024 Private Advisor Group LLC11,437$1.76M0.0%-1.1%0.150%
4/30/2024 Arkadios Wealth Advisors2,794$430K0.0%-7.4%0.037%
4/29/2024Commonwealth Equity Services LLC57,584$8.86M0.0%-2.4%0.758%
4/29/2024 Benjamin F. Edwards & Company Inc.18,905$2.91M0.1%+2.8%0.249%
4/29/2024 RWA Wealth Partners LLC6,076$934K0.0%-54.9%0.080%
4/26/2024 Pinnacle Associates Ltd.7,505$1.15M0.0%-3.1%0.099%
4/26/2024 McGuire Investment Group LLC30,773$4.73M0.7%+5.7%0.405%
4/26/2024 McKinley Carter Wealth Services Inc.9,018$1.39M0.1%-1.2%0.119%
4/26/2024 Clear Creek Financial Management LLC4,772$734K0.1%N/A0.063%
4/26/2024 Tritonpoint Wealth LLC11,918$1.88M0.2%-6.9%0.157%
4/25/2024 Capital Investment Advisory Services LLC372$57K0.0%-43.5%0.005%
4/25/2024 Summit Financial LLC1,643$253K0.0%+15.9%0.022%
4/25/2024 Cambridge Investment Research Advisors Inc.24,812$3.82M0.0%-0.6%0.326%
4/24/2024 Hartford Financial Management Inc.33,939$5.22M1.1%+0.8%0.447%
4/23/2024 Global Retirement Partners LLC1,456$224K0.0%-5.0%0.019%
4/23/2024 Twin Peaks Wealth Advisors LLC2,401$369K0.2%-3.3%0.032%
4/23/2024 Stablepoint Partners LLC2,135$328K0.1%+38.0%0.028%
4/23/2024 Raymond James Financial Services Advisors Inc.119,345$18.35M0.0%-40.4%1.570%
4/22/2024 American Financial Advisors LLC2,178$335K0.0%-7.2%0.029%
4/22/2024 Raymond James & Associates111,199$17.10M0.0%-11.1%1.463%
4/19/2024 Lake Street Private Wealth LLC4,311$663K0.1%+8.3%0.047%
4/16/2024 Independence Bank of Kentucky200$31K0.0%N/A0.002%
4/15/2024 GoalVest Advisory LLC5,157$793K0.3%N/A0.057%
4/15/2024 Sunbelt Securities Inc.517$79K0.0%-72.5%0.006%
4/15/2024 Financial Enhancement Group LLC4,898$722K0.1%+3.4%0.054%
4/15/2024 Flagstar Advisors Inc.4,000$615K0.2%+3.9%0.044%
4/13/2024 Quad Cities Investment Group LLC10,042$1.54M0.9%+3.2%0.110%
4/11/2024 Clarus Wealth Advisors4,068$614K0.3%+5.5%0.045%
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4/11/2024 SignalPoint Asset Management LLC6,381$984K0.3%-1.4%0.070%
4/5/2024 Juncture Wealth Strategies LLC10,027$1.54M0.7%+8.0%0.110%
4/5/2024 NBC Securities Inc.2,206$339K0.0%-4.5%0.024%
3/22/2024PNC Financial Services Group Inc.1,001$158K0.0%-48.2%0.011%
3/15/2024B. Riley Wealth Advisors Inc.7,950$1.26M0.0%-61.4%0.087%
2/21/2024Novak & Powell Financial Services Inc.1,710$270K0.2%N/A0.019%
2/13/2024Bedell Frazier Investment Counselling LLC9,939$1.57M0.4%+56.4%0.109%
2/13/2024Belpointe Asset Management LLC1,889$299K0.0%+28.4%0.021%
2/13/2024Anson Capital Inc.6,869$1.09M1.8%+11.2%0.075%
2/13/2024Jones Financial Companies Lllp1,273$201K0.0%N/A0.014%
2/13/2024 TFG Advisers LLC2,218$351K0.1%-12.1%0.024%
2/12/2024Stifel Financial Corp37,846$5.98M0.0%-13.9%0.416%
2/12/2024Steward Partners Investment Advisory LLC6,139$970K0.0%-13.1%0.067%
2/9/2024 Cambridge Investment Research Advisors Inc.24,952$3.94M0.0%-15.0%0.274%
2/9/2024Assetmark Inc.5,994$947K0.0%+165.1%0.066%
2/9/2024D.A. Davidson & CO.38,981$6.16M0.1%-4.4%0.428%
2/9/2024Wells Fargo & Company MN396,297$62.64M0.0%-11.4%4.355%
2/9/2024Gladstone Institutional Advisory LLC3,609$570K0.0%-23.2%0.040%
2/9/2024UBS Group AG228,923$36.18M0.0%-14.6%2.516%
2/8/2024 Main Street Financial Solutions LLC1,273$201K0.0%N/A0.014%
2/8/2024 Brown Advisory Inc.11,985$1.89M0.0%-2.5%0.132%
2/8/2024Independent Advisor Alliance25,893$4.09M0.1%+0.6%0.285%
2/8/2024Level Four Advisory Services LLC3,316$524K0.0%N/A0.036%
2/8/2024First Heartland Consultants Inc.4,794$758K0.1%-9.0%0.053%
2/8/2024 Meridian Wealth Management LLC3,498$553K0.0%-13.6%0.038%
2/8/2024WMG Financial Advisors LLC5,744$908K0.6%-4.8%0.063%
2/8/2024 Oxbow Advisors LLC4,924$778K0.1%-1.7%0.054%
2/8/2024Beacon Pointe Advisors LLC5,567$880K0.0%-3.3%0.061%
2/8/2024Campbell Wealth Management1,503$238K0.0%N/A0.017%
2/8/2024Wade G W & Inc.5,475$865K0.0%-2.6%0.060%
2/8/2024 Janney Montgomery Scott LLC25,334$4.00M0.0%-56.8%0.278%
2/8/2024 Pacific Sun Financial Corp10,434$1.65M1.0%-6.0%0.115%
2/8/20241ST Source Bank4,404$696K0.0%-5.2%0.048%
2/7/2024Avantax Advisory Services Inc.3,397$537K0.0%+37.0%0.037%
2/7/2024 McKinley Carter Wealth Services Inc.9,127$1.44M0.1%-7.9%0.100%
2/7/2024 NBC Securities Inc.2,309$364K0.0%-4.7%0.025%
2/7/2024Pecaut & CO.10,181$1.61M0.6%+15.2%0.112%
2/7/2024 Berger Financial Group Inc121,866$19.26M2.0%+6.9%1.339%
2/7/2024Principal Securities Inc.201$32K0.0%N/A0.002%
2/6/2024 Apollon Wealth Management LLC2,390$378K0.0%-3.2%0.026%
2/6/2024 Private Advisor Group LLC11,561$1.83M0.0%-6.0%0.127%
2/6/2024Resolute Wealth Strategies LLC1,560$247K0.2%-6.2%0.017%
2/6/2024 Benjamin F. Edwards & Company Inc.18,397$2.91M0.1%-8.2%0.202%
2/6/2024SRS Capital Advisors Inc.1,501$237K0.0%+267.9%0.016%
2/6/2024 Great Valley Advisor Group Inc.44,685$7.06M0.2%-3.0%0.491%
2/5/2024Oder Investment Management LLC3,421$541K0.5%+3.2%0.038%
2/5/2024Cozad Asset Management Inc.2,160$341K0.0%-4.4%0.024%
2/5/2024 Kestra Private Wealth Services LLC9,775$1.55M0.0%-5.9%0.107%
2/5/2024Silver Oak Securities Incorporated1,579$250K0.0%-99.6%0.017%
2/2/2024Truist Financial Corp39,735$6.28M0.0%+20.6%0.437%
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2/2/2024 Kovack Advisors Inc.2,156$341K0.0%-5.6%0.024%
2/2/2024Atria Wealth Solutions Inc.5,480$866K0.0%+29.6%0.060%
2/1/2024 RWA Wealth Partners LLC13,462$2.13M0.0%-4.0%0.148%
2/1/2024 Capital Investment Advisory Services LLC658$104K0.0%-30.0%0.007%
2/1/2024 Sigma Planning Corp2,560$405K0.0%-49.3%0.028%
2/1/2024 CWM LLC6,289$994K0.0%-5.5%0.069%
1/31/2024 J.W. Cole Advisors Inc.1,310$207K0.0%N/A0.014%
1/31/2024 American Financial Advisors LLC2,346$371K0.1%-14.4%0.026%
1/31/2024 Western Wealth Management LLC1,511$239K0.0%-81.7%0.017%
1/31/2024 HF Advisory Group LLC1,813$287K0.2%+4.9%0.020%
(Data available from 1/1/2016 forward)

FBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FBT shares?

During the previous two years, 220 institutional investors and hedge funds held shares of First Trust NYSE Arca Biotechnology Index Fund. The most heavily invested institutionals were Bank of America Corp DE ($73.75M), Wells Fargo & Company MN ($62.64M), UBS Group AG ($36.18M), International Assets Investment Management LLC ($29.18M), LPL Financial LLC ($26.88M), Royal Bank of Canada ($26.52M), and Advisor Group Holdings Inc. ($24.54M).Learn more on FBT's institutional investors.

Which institutional investors have been buying First Trust NYSE Arca Biotechnology Index Fund stock?

Of the 169 institutional investors that purchased First Trust NYSE Arca Biotechnology Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Silver Oak Securities Incorporated ($431.25K), International Assets Investment Management LLC ($192.50K), Walker Asset Management LLC ($177.69K), Janney Montgomery Scott LLC ($122.96K), Raymond James Financial Services Advisors Inc. ($102.62K), UBS Group AG ($84.67K), and Bank of America Corp DE ($80.64K).

How much institutional buying is happening at First Trust NYSE Arca Biotechnology Index Fund?

Institutional investors have bought a total of 2,219,656 shares in the last 24 months. This purchase volume represents approximately $325.06M in transactions.

Which First Trust NYSE Arca Biotechnology Index Fund major shareholders have been selling company stock?

Of the 138 institutional investors that sold First Trust NYSE Arca Biotechnology Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Silver Oak Securities Incorporated ($427.73K), Raymond James Financial Services Advisors Inc. ($211.01K), Wells Fargo & Company MN ($113.96K), D.A. Davidson & CO. ($82.26K), UBS Group AG ($78.40K), Adviser Investments LLC ($62.72K), and Raymond James & Associates ($53.80K).

How much institutional selling is happening at First Trust NYSE Arca Biotechnology Index Fund?

Institutional investors have sold a total of 1,586,360 shares in the last 24 months. This volume of shares sold represents approximately $240.84M in transactions.


This page (NYSEARCA:FBT) was last updated on 5/8/2024 by MarketBeat.com Staff

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