Free Trial

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

First Trust NYSE Arca Biotechnology Index Fund logo
$165.53 +1.51 (+0.92%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
94
Total
Institutional Inflows
(last 12 months)
$127.74M
Number of
Institutional Sellers
(last 12 months)
95
Total
Institutional Outflows
(last 12 months)
$132.41M
Get FBT Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust NYSE Arca Biotechnology Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
12/11/2024 1ST Source Bank4,336$745K0.0%-1.5%0.057%
12/10/2024 Garden State Investment Advisory Services LLC26,137$4.49M1.3%N/A0.346%
11/25/2024 Synovus Financial Corp1,183$203K0.0%N/A0.016%
11/15/2024 MML Investors Services LLC3,888$669K0.0%+2.2%0.051%
11/15/2024 Orion Portfolio Solutions LLC5,307$912K0.0%N/A0.070%
11/15/2024 Stifel Financial Corp34,377$5.91M0.0%+4.1%0.455%
11/15/2024 HighTower Advisors LLC16,360$2.82M0.0%+1.0%0.217%
11/15/2024 Benjamin Edwards Inc.21,201$3.65M0.1%+3,463.2%0.281%
11/13/2024 D.A. Davidson & CO.60,339$10.37M0.1%+60.9%0.799%
11/13/2024 Bedell Frazier Investment Counselling LLC5,812$999K0.2%-38.0%0.077%
11/13/2024 Independent Advisor Alliance26,952$4.63M0.2%-5.2%0.357%
11/13/2024 Gentry Private Wealth LLC4,707$809K0.7%-8.7%0.062%
11/12/2024 MGB Wealth Management LLC1,409$242K0.1%-41.5%0.019%
11/12/2024 Cerity Partners LLC4,206$723K0.0%-16.4%0.056%
11/12/2024 Meridian Wealth Management LLC3,498$601K0.0%N/A0.046%
11/12/2024 Navellier & Associates Inc.17,159$2.95M0.4%-19.5%0.227%
11/8/2024 Moors & Cabot Inc.9,703$1.67M0.1%+4.0%0.129%
11/8/2024 Avior Wealth Management LLC220$38K0.0%-43.6%0.003%
11/8/2024 Prospera Financial Services Inc10,251$1.76M0.0%+99.7%0.136%
11/7/2024 Wharton Business Group LLC1,200$206K0.0%N/A0.016%
11/7/2024 MAI Capital Management7,411$1.27M0.0%-7.0%0.098%
11/6/2024 GoalVest Advisory LLC4,707$809K0.2%-8.7%0.062%
11/6/2024 OneDigital Investment Advisors LLC2,463$423K0.0%-10.8%0.033%
11/6/2024 Kovack Advisors Inc.1,455$250K0.0%-21.6%0.019%
11/6/2024 Oppenheimer & Co. Inc.6,125$1.05M0.0%-3.8%0.081%
11/5/2024 RPG Investment Advisory LLC26,375$4.54M0.6%-0.7%0.349%
11/5/2024 First Heartland Consultants Inc.3,573$614K0.1%-15.4%0.047%
11/5/2024 Harbour Investments Inc.6,602$1.14M0.0%+8.6%0.087%
11/5/2024 Apollon Wealth Management LLC2,853$491K0.0%-25.7%0.038%
11/1/2024 Assetmark Inc.28,452$4.89M0.0%+235.8%0.377%
11/1/2024 Quantum 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%
10/30/2024 Maia Wealth LLC4,725$795K0.2%+1.3%0.063%
10/30/2024 Ameritas Advisory Services LLC48,969$8.42M0.4%-2.9%0.649%
10/30/2024 United 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%
10/28/2024 Campbell Wealth Management2,617$450K0.0%+3.5%0.035%
10/28/2024 Gladstone Institutional Advisory LLC1,474$253K0.0%-21.6%0.020%
10/28/2024 Hartford Financial Management Inc.32,436$5.58M1.1%-6.1%0.430%
10/28/2024 Stephens Inc. AR2,226$383K0.0%-20.6%0.029%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

10/25/2024 Pinnacle Associates Ltd.7,749$1.23M0.0%+9.4%0.103%
10/25/2024 Twin Peaks Wealth Advisors LLC2,204$379K0.2%-4.6%0.029%
10/25/2024 Strategic Blueprint LLC1,594$274K0.0%-5.1%0.021%
10/24/2024 J.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%
10/22/2024 Private Advisor Group LLC9,373$1.61M0.0%-10.7%0.124%
10/21/2024 Wealth 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%
10/16/2024 EdgeRock Capital LLC1,564$269K0.2%N/A0.021%
10/15/2024 NBC Securities Inc.2,271$390K0.0%-4.3%0.030%
10/11/2024 Iams Wealth Management LLC4,646$799K0.4%N/A0.062%
10/11/2024 Creative Planning3,278$564K0.0%-16.1%0.043%
10/11/2024 Stablepoint Partners LLC5,832$1.00M0.2%+22.2%0.077%
10/10/2024 McGuire 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%
10/9/2024 Juncture Wealth Strategies LLC10,541$1.81M0.7%+1.8%0.140%
10/9/2024 TAP Consulting LLC8,553$1.47M0.3%-33.0%0.113%
10/9/2024 Pacific Sun Financial Corp9,102$1.57M0.9%-7.1%0.121%
10/9/2024 Clarus Wealth Advisors3,662$620K0.3%-8.4%0.049%
10/8/2024 CWM LLC5,801$997K0.0%-8.0%0.077%
10/8/2024 Daymark Wealth Partners LLC5,165$888K0.0%-1.9%0.068%
10/8/2024 WealthCare 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%
9/5/2024 Sanctuary Advisors LLC7,239$1.04M0.0%N/A0.096%
8/22/2024 Cetera Investment Advisers24,220$3.73M0.0%-3.9%0.321%
8/21/2024 Truist Financial Corp44,570$6.86M0.0%+5.5%0.590%
8/16/2024 Gateway Wealth Partners LLC1,656$255K0.1%+3.8%0.022%
8/16/2024 Sunbelt Securities Inc.249$38K0.0%-51.8%0.003%
8/16/2024 Northwestern Mutual Wealth Management Co.6,085$937K0.0%+4.0%0.081%
8/16/2024 NewEdge Advisors LLC13,164$2.03M0.0%+246.1%0.174%
8/16/2024 Creative Planning3,908$602K0.0%-7.4%0.052%
8/14/2024 Marshall Wace LLP1,963$302K0.0%N/A0.026%
8/13/2024 AE Wealth Management LLC5,741$884K0.0%-21.0%0.076%
8/9/2024 Moors & Cabot Inc.9,329$1.44M0.1%+6.8%0.124%
8/8/2024 Envestnet Asset Management Inc.50,092$7.71M0.0%-2.8%0.663%
8/7/2024 RPG Investment Advisory LLC26,565$4.09M0.6%-0.6%0.352%
8/7/2024 Ashton Thomas Private Wealth LLC846$130K0.0%N/A0.011%
8/6/2024 TAP Consulting LLC12,762$1.97M0.4%+12.7%0.169%
8/6/2024 Strategic Financial Concepts LLC16,758$26K0.0%N/A0.222%
8/6/2024 Oxbow Advisors LLC1,735$267K0.0%-44.1%0.023%
8/6/2024 Gentry Private Wealth LLC5,157$794K0.7%N/A0.068%
8/5/2024 Private Advisor Group LLC10,494$1.62M0.0%-8.2%0.139%
Trump’s Sending THIS Crypto Higher on Purpose (Ad)

Discover the coin set to explode before 2025! Trump could trigger THIS crypto coin…

8/5/2024 TD Capital Management LLC1,141$176K0.0%+6.4%0.015%
8/2/2024 Stablepoint Partners LLC4,773$792K0.1%+123.6%0.063%
8/2/2024 Strategy Asset Managers LLC3,076$471K0.1%N/A0.041%
8/2/2024 Wealth Effects LLC2,945$454K0.2%-14.5%0.039%
8/1/2024 D.A. Davidson & CO.37,510$5.78M0.1%-1.7%0.497%
8/1/2024 Summit Financial LLC2,393$368K0.0%+45.6%0.032%
7/31/2024Commonwealth Equity Services LLC53,511$8.24M0.0%-7.1%0.709%
7/30/2024 Pine Valley Investments Ltd Liability Co3,444$530K0.0%+3.1%0.046%
7/30/2024 WBI Investments LLC1,718$265K0.1%N/A0.023%
7/30/2024 WMG Financial Advisors LLC3,507$540K0.3%-32.8%0.046%
(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 178 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 1,970,496 shares in the last 24 months. This purchase volume represents approximately $306.79M in transactions.

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

Of the 133 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 Adviser Investments LLC ($46.19K).

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

Institutional investors have sold a total of 1,399,462 shares in the last 24 months. This volume of shares sold represents approximately $217.04M in transactions.



This page (NYSEARCA:FBT) was last updated on 12/22/2024 by MarketBeat.com Staff
From Our Partners