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

First Trust NYSE Arca Biotechnology Index Fund logo
$178.24 +5.25 (+3.03%)
As of 01/21/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$126.22M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$137.24M
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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
1/21/2025Stablepoint Partners LLC6,058$1.01M0.2%+3.9%0.080%
1/21/2025Juncture Wealth Strategies LLC11,318$1.88M0.7%+7.4%0.150%
1/21/2025Geneos Wealth Management Inc.326$54K0.0%-25.1%0.004%
1/21/2025RFG Advisory LLC1,910$317K0.0%N/A0.025%
1/17/2025 Janney Montgomery Scott LLC27,964$4.65M0.0%-35.2%0.370%
1/17/2025 Daymark Wealth Partners LLC5,306$882K0.0%+2.7%0.070%
1/17/2025 Clear Harbor Asset Management LLC8,618$1.43M0.1%-1.0%0.114%
1/16/2025 Koshinski Asset Management Inc.3,212$534K0.0%-4.1%0.043%
1/15/2025 Ameritas Advisory Services LLC39,409$6.55M0.2%-19.5%0.522%
1/15/2025 Lake Street Private Wealth LLC3,831$637K0.1%-11.8%0.051%
1/14/2025 SignalPoint Asset Management LLC5,823$968K0.2%-4.0%0.077%
1/14/2025 Financial Enhancement Group LLC4,886$851K0.1%+32.2%0.065%
1/14/2025 Richard P Slaughter Associates Inc13,559$2.25M0.5%+205.5%0.180%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,203$200K0.0%-86.0%0.016%
1/14/2025 Park Avenue Securities LLC3,918$651K0.0%+10.3%0.052%
1/14/2025 Quad Cities Investment Group LLC9,701$1.61M0.8%-3.2%0.128%
1/13/2025 Dale Q Rice Investment Management Ltd8,371$1.39M0.6%N/A0.111%
12/26/2024JPMorgan Chase & Co.15,945$2.74M0.0%+25.8%0.211%
12/11/20241ST Source Bank4,336$745K0.0%-1.5%0.057%
12/10/2024Garden State Investment Advisory Services LLC26,137$4.49M1.3%N/A0.346%
11/25/2024Synovus Financial Corp1,183$203K0.0%N/A0.016%
11/15/2024MML Investors Services LLC3,888$669K0.0%+2.2%0.051%
11/15/2024Orion Portfolio Solutions LLC5,307$912K0.0%N/A0.070%
11/15/2024Stifel Financial Corp34,377$5.91M0.0%+4.1%0.455%
11/15/2024HighTower Advisors LLC16,360$2.82M0.0%+1.0%0.217%
11/15/2024Benjamin Edwards Inc.21,201$3.65M0.1%+3,463.2%0.281%
11/13/2024D.A. Davidson & CO.60,339$10.37M0.1%+60.9%0.799%
11/13/2024Bedell Frazier Investment Counselling LLC5,812$999K0.2%-38.0%0.077%
11/13/2024Independent Advisor Alliance26,952$4.63M0.2%-5.2%0.357%
11/13/2024Gentry Private Wealth LLC4,707$809K0.7%-8.7%0.062%
11/12/2024MGB Wealth Management LLC1,409$242K0.1%-41.5%0.019%
11/12/2024Cerity Partners LLC4,206$723K0.0%-16.4%0.056%
11/12/2024Meridian Wealth Management LLC3,498$601K0.0%N/A0.046%
11/12/2024Navellier & Associates Inc.17,159$2.95M0.4%-19.5%0.227%
11/8/2024Moors & Cabot Inc.9,703$1.67M0.1%+4.0%0.129%
11/8/2024 Avior Wealth Management LLC220$38K0.0%-43.6%0.003%
11/8/2024Prospera Financial Services Inc10,251$1.76M0.0%+99.7%0.136%
11/7/2024Wharton Business Group LLC1,200$206K0.0%N/A0.016%
11/7/2024MAI Capital Management7,411$1.27M0.0%-7.0%0.098%
11/6/2024 GoalVest Advisory LLC4,707$809K0.2%-8.7%0.062%
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11/6/2024OneDigital Investment Advisors LLC2,463$423K0.0%-10.8%0.033%
11/6/2024Kovack Advisors Inc.1,455$250K0.0%-21.6%0.019%
11/6/2024Oppenheimer & Co. Inc.6,125$1.05M0.0%-3.8%0.081%
11/5/2024RPG Investment Advisory LLC26,375$4.54M0.6%-0.7%0.349%
11/5/2024First Heartland Consultants Inc.3,573$614K0.1%-15.4%0.047%
11/5/2024Harbour Investments Inc.6,602$1.14M0.0%+8.6%0.087%
11/5/2024Apollon Wealth Management LLC2,853$491K0.0%-25.7%0.038%
11/1/2024Assetmark Inc.28,452$4.89M0.0%+235.8%0.377%
11/1/2024Quantum Private Wealth LLC9,755$1.68M0.6%-11.0%0.129%
10/31/2024 Financial Enhancement Group LLC3,697$636K0.1%-24.9%0.049%
10/30/2024Maia Wealth LLC4,725$795K0.2%+1.3%0.063%
10/30/2024 Ameritas Advisory Services LLC48,969$8.42M0.4%-2.9%0.649%
10/30/2024United Advisor Group LLC2,631$452K0.1%+8.5%0.035%
10/29/2024 Janney Montgomery Scott LLC43,156$7.42M0.0%+55.2%0.572%
10/28/2024Campbell Wealth Management2,617$450K0.0%+3.5%0.035%
10/28/2024Gladstone Institutional Advisory LLC1,474$253K0.0%-21.6%0.020%
10/28/2024Hartford Financial Management Inc.32,436$5.58M1.1%-6.1%0.430%
10/28/2024Stephens Inc. AR2,226$383K0.0%-20.6%0.029%
10/25/2024Pinnacle Associates Ltd.7,749$1.23M0.0%+9.4%0.103%
10/25/2024Twin Peaks Wealth Advisors LLC2,204$379K0.2%-4.6%0.029%
10/25/2024Strategic Blueprint LLC1,594$274K0.0%-5.1%0.021%
10/24/2024J.W. Cole Advisors Inc.1,183$203K0.0%N/A0.016%
10/23/2024 Walker Asset Management LLC1,226$211K0.1%N/A0.016%
10/22/2024 International Assets Investment Management LLC185,512$31.90M0.0%+17,093.0%2.457%
10/22/2024Private Advisor Group LLC9,373$1.61M0.0%-10.7%0.124%
10/21/2024Wealth Effects LLC2,845$489K0.2%-3.4%0.038%
10/19/2024Black Point Wealth Management1,323$227K0.3%-39.9%0.018%
10/18/2024Raymond James & Associates77,934$13.40M0.0%-2.8%1.032%
10/18/2024Blue Trust Inc.1,172$202K0.0%+3,248.6%0.016%
10/18/2024Stratos Wealth Advisors LLC1,522$262K0.0%N/A0.020%
10/16/2024 Quad Cities Investment Group LLC10,019$1.72M0.9%+1.1%0.133%
10/16/2024EdgeRock Capital LLC1,564$269K0.2%N/A0.021%
10/15/2024NBC Securities Inc.2,271$390K0.0%-4.3%0.030%
10/11/2024Iams Wealth Management LLC4,646$799K0.4%N/A0.062%
10/11/2024Creative Planning3,278$564K0.0%-16.1%0.043%
10/11/2024Stablepoint Partners LLC5,832$1.00M0.2%+22.2%0.077%
10/10/2024McGuire Investment Group LLC30,114$5.18M0.7%-1.7%0.399%
10/10/2024 Koshinski Asset Management Inc.3,351$576K0.0%N/A0.044%
10/9/2024Juncture Wealth Strategies LLC10,541$1.81M0.7%+1.8%0.140%
10/9/2024TAP Consulting LLC8,553$1.47M0.3%-33.0%0.113%
10/9/2024Pacific Sun Financial Corp9,102$1.57M0.9%-7.1%0.121%
10/9/2024 Clarus Wealth Advisors3,662$620K0.3%-8.4%0.049%
10/8/2024CWM LLC5,801$997K0.0%-8.0%0.077%
10/8/2024 Daymark Wealth Partners LLC5,165$888K0.0%-1.9%0.068%
10/8/2024WealthCare Investment Partners LLC1,471$249K0.1%-5.0%0.019%
10/7/2024 Richard P Slaughter Associates Inc4,438$763K0.2%N/A0.059%
10/7/2024 SignalPoint Asset Management LLC6,066$1.04M0.2%-5.0%0.080%
10/3/2024 Dominguez Wealth Management Solutions Inc.1,168$201K0.1%N/A0.015%
10/3/2024 Park Avenue Securities LLC3,553$611K0.0%N/A0.047%
9/5/2024Sanctuary Advisors LLC7,239$1.04M0.0%N/A0.096%
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8/22/2024Cetera Investment Advisers24,220$3.73M0.0%-3.9%0.321%
8/21/2024Truist Financial Corp44,570$6.86M0.0%+5.5%0.590%
8/16/2024Gateway Wealth Partners LLC1,656$255K0.1%+3.8%0.022%
8/16/2024Sunbelt Securities Inc.249$38K0.0%-51.8%0.003%
8/16/2024Northwestern Mutual Wealth Management Co.6,085$937K0.0%+4.0%0.081%
8/16/2024NewEdge Advisors LLC13,164$2.03M0.0%+246.1%0.174%
8/16/2024Creative Planning3,908$602K0.0%-7.4%0.052%
8/14/2024Marshall Wace LLP1,963$302K0.0%N/A0.026%
8/13/2024AE Wealth Management LLC5,741$884K0.0%-21.0%0.076%
8/9/2024Moors & Cabot Inc.9,329$1.44M0.1%+6.8%0.124%
(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, 228 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 ($31.90M), LPL Financial LLC ($26.88M), Advisor Group Holdings Inc. ($24.54M), and Berger Financial Group Inc ($19.26M).Learn more on FBT's institutional investors.

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

Of the 177 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 ($378.01K), Raymond James Financial Services Advisors Inc. ($105.25K), Bank of America Corp DE ($80.64K), Janney Montgomery Scott LLC ($80.06K), UBS Group AG ($45.54K), and Great Valley Advisor Group Inc. ($44.32K).

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

Institutional investors have bought a total of 1,981,690 shares in the last 24 months. This purchase volume represents approximately $308.84M in transactions.

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

Of the 136 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. ($166.47K), D.A. Davidson & CO. ($80.20K), Wells Fargo & Company MN ($80.11K), UBS Group AG ($78.40K), Raymond James & Associates ($72.92K), and Janney Montgomery Scott LLC ($48.46K).

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

Institutional investors have sold a total of 1,387,412 shares in the last 24 months. This volume of shares sold represents approximately $215.59M in transactions.



This page (NYSEARCA:FBT) was last updated on 1/22/2025 by MarketBeat.com Staff
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