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

First Trust NYSE Arca Biotechnology Index Fund logo
$161.78 -3.69 (-2.23%)
As of 07/18/2025 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)
136
Total
Institutional Inflows
(last 12 months)
$2.69B
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$45.79M
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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
7/18/2025Truist Financial Corp45,234$7.30M0.0%+12.8%0.730%
7/17/2025 Janney Montgomery Scott LLC28,270$4.56M0.0%+1.4%0.456%
7/16/2025 EdgeRock Capital LLC1,244$201K0.1%-28.8%0.020%
7/15/2025 Wealth Effects LLC2,285$369K0.1%-16.8%0.037%
7/14/2025 Financial Enhancement Group LLC5,658$943K0.1%+1.9%0.091%
7/14/2025 Clear Harbor Asset Management LLC8,132$1.31M0.1%-5.8%0.131%
7/14/2025 Iams Wealth Management LLC5,897$951K0.4%+11.2%0.095%
7/11/2025 Quad Cities Investment Group LLC9,007$1.45M0.7%-7.9%0.145%
7/11/2025 Kingstone Capital Partners Texas LLC15,324,213$2.35B0.3%+913,142.7%247.165%
7/10/2025 Wealth Enhancement Advisory Services LLC10,773$1.77M0.0%+2.0%0.174%
7/8/2025 Juncture Wealth Strategies LLC11,073$1.79M0.6%-3.7%0.179%
7/7/2025 RDA Financial Network1,476$238K0.1%-18.8%0.024%
6/27/2025Goldman Sachs Group Inc.40,155$6.83M0.0%-7.9%0.642%
6/2/2025Modern Wealth Management LLC30,123$5.12M0.2%+1.0%0.471%
5/20/2025Belpointe Asset Management LLC1,252$213K0.0%-46.8%0.020%
5/20/2025Focus Partners Wealth5,756$979K0.0%-1.3%0.090%
5/19/2025Jane Street Group LLC18,624$3.17M0.0%-4.7%0.291%
5/16/2025Coppell Advisory Solutions LLC4,839$777K0.1%-54.2%0.074%
5/16/2025Goldman Sachs Group Inc.40,155$6.83M0.0%-7.9%0.613%
5/16/2025Jones Financial Companies Lllp1,490$253K0.0%-72.4%0.023%
5/16/2025Pinnacle Family Advisors LLC3,766$641K0.3%+4.9%0.057%
5/16/2025Ancora Advisors LLC9,779$1.66M0.0%N/A0.149%
5/15/2025Royal Bank of Canada158,789$27.01M0.0%+3.0%2.424%
5/15/2025Baird Financial Group Inc.7,123$1.21M0.0%-7.6%0.109%
5/15/2025GKV Capital Management Co. Inc.465$79K0.0%N/A0.007%
5/14/2025PKS Advisory Services LLC1,666$283K0.1%+10.3%0.025%
5/14/2025Comerica Bank1,285$219K0.0%-47.4%0.020%
5/14/2025Synovus Financial Corp1,356$231K0.0%N/A0.021%
5/14/2025Northwestern Mutual Wealth Management Co.12,857$2.19M0.0%+114.1%0.196%
5/14/2025Kestra Advisory Services LLC16,621$2.83M0.0%-13.4%0.254%
5/14/2025RPG Investment Advisory LLC52,098$8.86M0.6%+98.7%0.795%
5/14/2025CW Advisors LLC43,499$7.40M0.1%+1.1%0.664%
5/14/2025Summit Financial LLC7,659$1.30M0.0%+220.1%0.117%
5/14/2025Capital Analysts LLC418$71K0.0%N/A0.006%
5/13/2025SFI Advisors LLC24,973$4.25M3.1%-1.9%0.381%
5/13/2025Raymond James Financial Inc.156,503$26.62M0.0%-6.3%2.389%
5/13/2025GKV Capital Management Co. Inc.465$79K0.1%N/A0.007%
5/13/2025HighTower Advisors LLC14,630$2.49M0.0%+15.2%0.223%
5/12/2025Maia Wealth LLC4,084$636K0.1%-12.3%0.062%
5/12/2025Independent Advisor Alliance24,090$4.10M0.1%-25.7%0.368%
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5/12/2025Berger Financial Group Inc110,974$18.88M1.3%-28.1%1.694%
5/12/2025Benjamin Edwards Inc.20,504$3.49M0.0%-11.2%0.313%
5/9/2025Wharton Business Group LLC1,200$204K0.0%N/A0.018%
5/9/2025WealthShield Partners LLC4,678$796K0.1%+1.7%0.071%
5/9/2025MGB Wealth Management LLC1,479$252K0.1%+5.0%0.023%
5/9/2025Atria Wealth Solutions Inc.6,319$1.08M0.0%-17.4%0.096%
5/8/2025Glassman Wealth Services158$27K0.0%N/A0.002%
5/8/2025Moors & Cabot Inc.5,814$989K0.1%-46.5%0.089%
5/8/2025Harbour Investments Inc.5,698$969K0.0%-1.9%0.087%
5/8/2025Cozad Asset Management Inc.1,340$228K0.0%-28.9%0.020%
5/7/2025LPL Financial LLC183,813$31.27M0.0%-1.9%2.806%
5/6/2025Assetmark Inc.29,421$5.01M0.0%+4.6%0.449%
5/6/2025Cetera Investment Advisers43,286$7.36M0.0%N/A0.661%
5/6/2025Avantax Advisory Services Inc.6,008$1.02M0.0%-30.8%0.092%
5/6/2025Holistic Financial Partners5,791$985K0.5%+135.4%0.088%
5/6/2025AE Wealth Management LLC12,289$2.09M0.0%-3.4%0.188%
5/6/2025WMG Financial Advisors LLC3,305$562K0.2%+6.0%0.050%
5/6/2025PFG Advisors2,694$458K0.0%-24.7%0.041%
5/5/2025IFP Advisors Inc10,438$1.78M0.1%+1.9%0.159%
5/5/2025Kestra Private Wealth Services LLC8,724$1.48M0.0%+3.2%0.133%
5/5/2025Csenge Advisory Group54,039$9.19M0.5%+4.5%0.825%
5/5/2025Private Advisor Group LLC7,827$1.33M0.0%-4.5%0.119%
5/2/2025Sigma Planning Corp1,426$243K0.0%N/A0.022%
5/1/2025Stephens Inc. AR2,141$364K0.0%-3.8%0.033%
5/1/2025Park Square Financial Group LLC638$109K0.1%-13.7%0.010%
5/1/2025Gateway Wealth Partners LLC6,016$1.02M0.2%+12.3%0.092%
4/30/2025Cerity Partners LLC5,375$914K0.0%+14.8%0.082%
4/30/2025Allworth Financial LP5,015$805K0.0%-10.0%0.077%
4/30/2025Stratos Wealth Partners LTD.1,561$266K0.0%-14.3%0.024%
4/30/2025Stratos Wealth Advisors LLC1,450$247K0.0%N/A0.022%
4/30/2025Brown Advisory Inc.10,489$1.78M0.0%-3.7%0.160%
4/29/2025Envestnet Asset Management Inc.115,540$19.66M0.0%+1.7%1.764%
4/29/2025Concurrent Investment Advisors LLC1,661$283K0.0%N/A0.025%
4/29/2025Bank of New York Mellon Corp6,684$1.14M0.0%-2.0%0.102%
4/29/2025World Investment Advisors7,811$1.33M0.0%+9.3%0.119%
4/29/2025Strategic Blueprint LLC1,643$280K0.0%+4.8%0.025%
4/29/2025OneDigital Investment Advisors LLC1,714$292K0.0%-15.5%0.026%
4/28/2025North Capital Inc.200$34K0.0%N/A0.003%
4/28/2025D.A. Davidson & CO.39,836$6.78M0.1%+6.8%0.608%
4/28/2025Clear Creek Financial Management LLC4,074$693K0.1%-25.9%0.062%
4/25/2025Ameritas Advisory Services LLC38,426$6.54M0.3%-2.5%0.587%
4/25/2025Stonebridge Financial Group LLC76,802$13.07M1.4%N/A1.173%
4/25/2025McGuire Investment Group LLC30,477$5.19M0.8%+1.2%0.465%
4/25/2025 Sovran Advisors LLC1,549$264K0.0%+10.6%0.024%
4/23/2025Sequoia Financial Advisors LLC1,775$302K0.0%N/A0.027%
4/23/2025Bessemer Group Inc.700$119K0.0%+16.7%0.011%
4/23/2025 Financial Enhancement Group LLC5,553$864K0.1%+13.7%0.085%
4/22/2025Cambridge Investment Research Advisors Inc.31,061$5.28M0.0%-1.1%0.474%
4/22/2025Center for Financial Planning Inc.175$30K0.0%N/A0.003%
4/22/2025Dale Q Rice Investment Management Ltd8,201$1.40M0.7%-2.0%0.125%
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4/21/2025United Advisor Group LLC3,091$526K0.1%+11.8%0.047%
4/21/2025Hartford Financial Management Inc.31,604$5.38M1.1%-3.1%0.483%
4/21/2025Envestnet Portfolio Solutions Inc.5,106$869K0.0%-6.4%0.078%
4/17/2025Robertson Stephens Wealth Management LLC3,101$528K0.0%-9.9%0.047%
4/17/2025 Sowell Financial Services LLC1,668$284K0.0%N/A0.025%
4/17/2025 Janney Montgomery Scott LLC27,888$4.74M0.0%-0.3%0.426%
4/17/2025Cornell Pochily Investment Advisors Inc.1,315$224K0.1%-9.3%0.020%
4/17/2025Pacific Sun Financial Corp8,385$1.43M0.8%-1.3%0.128%
4/16/2025 Wealth Enhancement Advisory Services LLC10,561$1.80M0.0%-1.2%0.161%
4/16/2025Puff Wealth Management LLC1,728$294K0.3%-67.6%0.026%
(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, 247 institutional investors and hedge funds held shares of First Trust NYSE Arca Biotechnology Index Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($2.35B), Bank of America Corp DE ($36.32M), UBS Group AG ($36.18M), International Assets Investment Management LLC ($31.90M), Wells Fargo & Company MN ($31.57M), LPL Financial LLC ($31.27M), and Royal Bank of Canada ($27.01M).Learn more on First Trust NYSE Arca Biotechnology Index Fund's institutional investors.

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

Of the 187 institutional investors that purchased First Trust NYSE Arca Biotechnology Index Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($15.32M), Silver Oak Securities Incorporated ($429.15K), International Assets Investment Management LLC ($370.12K), Raymond James Financial Inc. ($334.09K), GAMMA Investing LLC ($96.53K), Janney Montgomery Scott LLC ($80.24K), and Stonebridge Financial Group LLC ($76.80K).

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

Institutional investors have bought a total of 16,617,680 shares in the last 24 months. This purchase volume represents approximately $2.69B in transactions.

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

Of the 109 institutional investors that sold First Trust NYSE Arca Biotechnology Index Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berger Financial Group Inc ($43.30K), D.A. Davidson & CO. ($23.70K), Janney Montgomery Scott LLC ($15.27K), Ameritas Advisory Services LLC ($12.01K), Raymond James Financial Inc. ($10.54K), Commonwealth Equity Services LLC ($10.51K), and Independent Advisor Alliance ($9.81K).

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

Institutional investors have sold a total of 273,539 shares in the last 24 months. This volume of shares sold represents approximately $45.79M in transactions.



This page (NYSEARCA:FBT) was last updated on 7/19/2025 by MarketBeat.com Staff
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