FBT Institutional Ownership
First Trust NYSE Arca Biotechnology Index Fund
1W: -2.4%
1M: -2.6%
3M: +4.2%
YTD: +28.3%
1Y: +43.7%
3Y: +82.3%
5Y: +55.2%
$266.44
+0.65 (+0.24%)
Weekly Expected Move ±2.7%
$252
$259
$266
$274
$281
Overview
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Holdings
Changes
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Analysis
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Short Interest
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Institutional Ownership — FBT
367
Institutional Holders
+34 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
64
New Positions
80
Increased
128
Reduced
26
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (384 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FIRST TRUST ADVISORS LP | 3,388,725 | $903M | -126,368 | -3.6% | 22Q | SEC ↗ |
| 2 | MORGAN STANLEY | 545,436 | $145M | +11,236 | +2.1% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 444,334 | $118M | +18,121 | +4.3% | 75Q | SEC ↗ |
| 4 | LPL Financial LLC | 258,714 | $69M | -36,973 | -12.5% | 53Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 221,361 | $59M | +18,484 | +9.1% | 7Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 210,355 | $56M | +10,374 | +5.2% | 67Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 209,087 | $56M | +8,128 | +4.0% | 15Q | SEC ↗ |
| 8 | UBS Group AG | 205,511 | $55M | +145 | +0.1% | 47Q | SEC ↗ |
| 9 | BESSEMER GROUP INC NEW | 137,993 | $37M | — | +0.0% | 1Q | SEC ↗ |
| 10 | Berger Financial Group, Inc | 102,351 | $27M | -2,051 | -2.0% | 23Q | SEC ↗ |
| 11 | Nilsine Partners, LLC | 97,225 | $26M | +2,142 | +2.3% | 3Q | SEC ↗ |
| 12 | STIFEL FINANCIAL CORP | 91,239 | $24M | +22,258 | +32.3% | 49Q | SEC ↗ |
| 13 | TWO SIGMA INVESTMENTS, LP | 89,200 | $24M | +45,500 | +104.1% | 11Q | SEC ↗ |
| 14 | WCG Wealth Advisors LLC | 83,489 | $22M | +9,147 | +12.3% | 2Q | SEC ↗ |
| 15 | &PARTNERS | 77,150 | $21M | -1,263 | -1.6% | 8Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 75,527 | $20M | +6,134 | +8.8% | 16Q | SEC ↗ |
| 17 | Advisory Services Network, LLC | 71,809 | $19M | -3,619 | -4.8% | 2Q | SEC ↗ |
| 18 | Summit Financial, LLC | 66,638 | $18M | +41,843 | +168.8% | 13Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 66,409 | $18M | +3,885 | +6.2% | 17Q | SEC ↗ |
| 20 | Janney Montgomery Scott LLC | 63,193 | $17M | -2,072 | -3.2% | 13Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 62,403 | $17M | -64,593 | -50.9% | 49Q | SEC ↗ |
| 22 | TRUIST FINANCIAL CORP | 56,835 | $15M | +2,688 | +5.0% | 27Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 54,786 | $15M | +2,061 | +3.9% | 26Q | SEC ↗ |
| 24 | Csenge Advisory Group | 49,202 | $13M | +17,582 | +55.6% | 2Q | SEC ↗ |
| 25 | NewSquare Capital LLC | 49,037 | $13M | +8,152 | +19.9% | 2Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 48,515 | $13M | -17,782 | -26.8% | 6Q | SEC ↗ |
| 27 | D.A. DAVIDSON & CO. | 47,983 | $13M | -5,036 | -9.5% | 39Q | SEC ↗ |
| 28 | TD Waterhouse Canada Inc. | 47,342 | $13M | +6,237 | +15.2% | 10Q | SEC ↗ |
| 29 | BENJAMIN EDWARDS INC | 46,033 | $12M | -12,168 | -20.9% | 29Q | SEC ↗ |
| 30 | Cambridge Investment Research Advisors | 42,526 | $11M | -9,528 | -18.3% | 37Q | SEC ↗ |
| 31 | Modern Wealth Management, LLC | 40,407 | $11M | -1,384 | -3.3% | 7Q | SEC ↗ |
| 32 | DAYMARK WEALTH PARTNERS, LLC | 31,616 | $8M | -2,220 | -6.6% | 15Q | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 31,591 | $8M | -2,685 | -7.8% | 45Q | SEC ↗ |
| 34 | World Investment Advisors | 29,273 | $8M | -461 | -1.6% | 9Q | SEC ↗ |
| 35 | Integrated Wealth Concepts LLC | 28,991 | $8M | -195 | -0.7% | 23Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 28,732 | $8M | +1,346 | +4.9% | 35Q | SEC ↗ |
| 37 | Hartford Financial Management Inc. | 26,821 | $7M | -1,127 | -4.0% | 37Q | SEC ↗ |
| 38 | Arlington Financial Advisors, LLC | 26,377 | $7M | -737 | -2.7% | 5Q | SEC ↗ |
| 39 | ASSETMARK, INC | 24,440 | $7M | -30,777 | -55.7% | 12Q | SEC ↗ |
| 40 | RPG Investment Advisory, LLC | 23,110 | $6M | -79 | -0.3% | 43Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 20,526 | $5M | -1,765 | -7.9% | 24Q | SEC ↗ |
| 42 | HighTower Advisors, LLC | 20,053 | $5M | +255 | +1.3% | 9Q | SEC ↗ |
| 43 | OPPENHEIMER & CO INC | 19,294 | $5M | +9,535 | +97.7% | 2Q | SEC ↗ |
| 44 | JPMORGAN CHASE & CO | 19,282 | $5M | +5,249 | +37.4% | 58Q | SEC ↗ |
| 45 | JANE STREET GROUP, LLC NEW | 16,158 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 46 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 14,901 | $4M | +251 | +1.7% | 50Q | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 14,107 | $4M | -27 | -0.2% | 4Q | SEC ↗ |
| 48 | SFI Advisors, LLC | 13,963 | $4M | -102 | -0.7% | 19Q | SEC ↗ |
| 49 | CITIGROUP INC | 13,604 | $4M | -163 | -1.2% | 56Q | SEC ↗ |
| 50 | IFP Advisors, Inc | 13,369 | $4M | +279 | +2.1% | 28Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| BESSEMER GROUP INC | 137,993 | $37M |
| JANE STREET GROUP, LLC | 16,158 | $4M |
| Ocean Park Asset Management, LLC | 8,929 | $2M |
| HRT FINANCIAL LP | 8,758 | $2M |
| Bluespring Wealth Management, LLC | 8,642 | $2M |
| Ethos Financial Group, LLC | 7,802 | $2M |
| Wealthspire Retirement, LLC | 6,725 | $2M |
| CITADEL ADVISORS LLC | 5,364 | $1M |
| Signal Advisors Wealth, LLC | 4,800 | $1M |
| Corient Private Wealth LP | 4,016 | $1M |
| Gimbal Financial | 3,593 | $957K |
| IFG Advisory, LLC | 3,200 | $853K |
| MILLINGTON SECURITIES, LLC | 2,658 | $708K |
| Vestmark Advisory Solutions, Inc. | 2,614 | $696K |
| ELEVATION POINT WEALTH PARTNERS, LL | 2,614 | $696K |
| Regal Investment Advisors LLC | 2,445 | $651K |
| TritonPoint Partners, LLC | 2,280 | $607K |
| Kingsview Wealth Management, LLC | 2,182 | $581K |
| Torrey Growth & Income Advisors | 1,850 | $493K |
| WealthBridge Capital Management, LL | 1,766 | $471K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 360 Financial, Inc. | 78,213 | $21M |
| Ameritas Advisory Services, LLC | 29,143 | $8M |
| Mirae Asset Global Investments Co., | 14,000 | $4M |
| Bank of New York Mellon Corp | 8,303 | $2M |
| Pacific Excel Wealth Advisors, Inc. | 6,429 | $2M |
| Forty-three Eighteen Advisors, LLC | 6,299 | $2M |
| Orion Porfolio Solutions, LLC | 6,260 | $2M |
| Atria Investments, Inc | 5,797 | $2M |
| Allworth Financial LP | 4,783 | $1M |
| WealthShield Partners, LLC | 4,689 | $1M |
| PARK AVENUE SECURITIES LLC | 4,574 | $1M |
| Coppell Advisory Solutions LLC | 2,731 | $728K |
| FLOW TRADERS U.S. LLC | 2,467 | $657K |
| Qube Research & Technologies Ltd | 2,461 | $656K |
| GOLDMAN SACHS GROUP INC | 2,348 | $626K |
| Leelyn Smith, LLC | 2,298 | $612K |
| Apeiron RIA LLC | 2,091 | $557K |
| Destiny Wealth Partners, LLC | 1,938 | $516K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 1,823 | $486K |
| Stratos Wealth Partners, LTD. | 1,355 | $361K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | +45,500 | +104.1% | 89,200 |
| Summit Financial, LLC | +41,843 | +168.8% | 66,638 |
| STIFEL FINANCIAL CORP | +22,258 | +32.3% | 91,239 |
| RAYMOND JAMES FINANCIAL INC | +18,484 | +9.1% | 221,361 |
| WELLS FARGO & COMPANY/MN | +18,121 | +4.3% | 444,334 |
| Csenge Advisory Group | +17,582 | +55.6% | 49,202 |
| MORGAN STANLEY | +11,236 | +2.1% | 545,436 |
| ROYAL BANK OF CANADA | +10,374 | +5.2% | 210,355 |
| OPPENHEIMER & CO INC | +9,535 | +97.7% | 19,294 |
| WCG Wealth Advisors LLC | +9,147 | +12.3% | 83,489 |
| NewSquare Capital LLC | +8,152 | +19.9% | 49,037 |
| BANK OF AMERICA CORP /DE | +8,128 | +4.0% | 209,087 |
| TD Waterhouse Canada Inc. | +6,237 | +15.2% | 47,342 |
| AMERIPRISE FINANCIAL INC | +6,134 | +8.8% | 75,527 |
| CWM, LLC | +5,601 | +109.9% | 10,697 |
| D. E. Shaw & Co., Inc. | +5,466 | +94.1% | 11,277 |
| JPMORGAN CHASE & CO | +5,249 | +37.4% | 19,282 |
| TriaGen Wealth Management LLC | +4,499 | +75.7% | 10,445 |
| NewEdge Advisors, LLC | +3,885 | +6.2% | 66,409 |
| Dynamic Advisor Solutions LLC | +3,052 | +255.4% | 4,247 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| FIRST TRUST ADVISORS LP | -126,368 | -3.6% | 3,388,725 |
| ENVESTNET ASSET MANAGEMENT INC | -64,593 | -50.9% | 62,403 |
| LPL Financial LLC | -36,973 | -12.5% | 258,714 |
| ASSETMARK, INC | -30,777 | -55.7% | 24,440 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -22,164 | -68.8% | 10,048 |
| Cetera Investment Advisers | -17,782 | -26.8% | 48,515 |
| Tower Research Capital LLC (TRC) | -17,040 | -94.8% | 940 |
| Gateway Wealth Partners, LLC | -16,410 | -83.5% | 3,244 |
| BENJAMIN EDWARDS INC | -12,168 | -20.9% | 46,033 |
| MERCER GLOBAL ADVISORS INC /ADV | -9,782 | -50.2% | 9,704 |
| Cambridge Investment Research Advis | -9,528 | -18.3% | 42,526 |
| Holistic Financial Partners | -8,145 | -42.4% | 11,074 |
| Transamerica Financial Advisors, LL | -7,268 | -99.8% | 11 |
| Prospera Financial Services Inc | -6,331 | -66.2% | 3,238 |
| AE Wealth Management LLC | -5,972 | -54.5% | 4,984 |
| BIP Wealth, LLC | -5,701 | -68.1% | 2,673 |
| D.A. DAVIDSON & CO. | -5,036 | -9.5% | 47,983 |
| MML INVESTORS SERVICES, LLC | -4,956 | -37.6% | 8,241 |
| NewEdge Wealth, LLC | -3,869 | -45.8% | 4,572 |
| Advisory Services Network, LLC | -3,619 | -4.8% | 71,809 |