S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Closing prices for crude oil, gold and other commodities
Stock market today: World shares are mixed after a tech-led retreat on Wall Street
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains

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

$143.71
-1.02 (-0.70%)
(As of 04/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$193.45M
Number of
Institutional Sellers
(last 12 months)
120
Total
Institutional Outflows
(last 12 months)
$229.27M
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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
4/16/2024Independence Bank of Kentucky200$31K0.0%N/A0.002%
4/15/2024GoalVest Advisory LLC5,157$793K0.3%N/A0.057%
4/15/2024Sunbelt Securities Inc.517$79K0.0%-72.5%0.006%
4/15/2024Financial Enhancement Group LLC4,898$722K0.1%+3.4%0.054%
4/15/2024Flagstar 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%
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%
2/16/2024Harbour Investments Inc.7,320$1.16M0.0%-12.5%0.080%
2/15/2024GTS Securities LLC39,924$6.31M0.0%+6.5%0.439%
2/15/2024Mercer Global Advisors Inc. ADV1,356$214K0.0%N/A0.015%
2/15/2024Virtue Capital Management LLC1,915$302K0.1%-3.4%0.021%
2/15/2024Dagco Inc.318$50K0.0%N/A0.003%
2/15/2024Moneta Group Investment Advisors LLC2,109$333K0.0%N/A0.023%
2/15/2024Baird Financial Group Inc.5,575$881K0.0%-53.5%0.061%
2/15/2024Comerica Bank4,935$780K0.0%-14.6%0.054%
2/14/2024Royal Bank of Canada222,464$35.16M0.0%+0.3%2.445%
2/14/2024Kestra Advisory Services LLC14,729$2.33M0.0%-11.0%0.162%
2/14/2024Creative Planning4,764$753K0.0%-24.1%0.052%
2/14/2024Jacobi Capital Management LLC1,454$230K0.0%-32.5%0.016%
2/14/2024Regal Investment Advisors LLC1,558$246K0.0%+6.3%0.017%
2/13/2024Envestnet Asset Management Inc.54,680$8.64M0.0%+32.3%0.601%
2/13/2024Stephens Inc. AR2,767$437K0.0%-11.6%0.030%
2/13/2024Northern Trust Corp1,402$222K0.0%N/A0.015%
2/13/2024Cetera Advisor Networks LLC20,344$3.22M0.0%-0.4%0.224%
2/13/2024Oppenheimer & Co. Inc.6,924$1.09M0.0%-57.2%0.076%
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%
2/13/2024TFG 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%
2/9/2024Advisory Services Network LLC718$113K0.0%N/A0.008%
2/9/2024Cambridge Investment Research Advisors Inc.24,952$3.94M0.0%-15.0%0.274%
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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%
2/9/2024PNC Financial Services Group Inc.1,001$158K0.0%-48.2%0.011%
2/8/2024Main Street Financial Solutions LLC1,273$201K0.0%N/A0.014%
2/8/2024Brown 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%
2/8/2024Meridian Wealth Management LLC3,498$553K0.0%-13.6%0.038%
2/8/2024WMG Financial Advisors LLC5,744$908K0.6%-4.8%0.063%
2/8/2024Oxbow 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%
2/8/2024Janney Montgomery Scott LLC25,334$4.00M0.0%-56.8%0.278%
2/8/2024Pacific 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%
2/7/2024McKinley 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%
2/7/2024Berger Financial Group Inc121,866$19.26M2.0%+6.9%1.339%
2/7/2024Principal Securities Inc.201$32K0.0%N/A0.002%
2/6/2024Apollon Wealth Management LLC2,390$378K0.0%-3.2%0.026%
2/6/2024Private Advisor Group LLC11,561$1.83M0.0%-6.0%0.127%
2/6/2024Resolute Wealth Strategies LLC1,560$247K0.2%-6.2%0.017%
2/6/2024Benjamin 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%
2/6/2024Great 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%
2/5/2024Kestra 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%
2/2/2024Kovack Advisors Inc.2,156$341K0.0%-5.6%0.024%
2/2/2024Atria Wealth Solutions Inc.5,480$866K0.0%+29.6%0.060%
2/1/2024RWA Wealth Partners LLC13,462$2.13M0.0%-4.0%0.148%
2/1/2024Capital Investment Advisory Services LLC658$104K0.0%-30.0%0.007%
2/1/2024Sigma Planning Corp2,560$405K0.0%-49.3%0.028%
2/1/2024 CWM LLC6,289$994K0.0%-5.5%0.069%
1/31/2024J.W. Cole Advisors Inc.1,310$207K0.0%N/A0.014%
1/31/2024American Financial Advisors LLC2,346$371K0.1%-14.4%0.026%
1/31/2024Western Wealth Management LLC1,511$239K0.0%-81.7%0.017%
1/31/2024HF Advisory Group LLC1,813$287K0.2%+4.9%0.020%
1/30/2024Quantum Private Wealth LLC11,780$1.86M0.8%+5.1%0.129%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 932$148K0.0%+14.5%0.010%
1/30/2024Ergawealth Advisors Inc.1,417$224K0.1%-7.3%0.016%
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1/30/2024SFI Advisors LLC20,139$3.18M2.7%-13.1%0.221%
1/30/2024Capital Analysts LLC1,557$246K0.0%-6.0%0.017%
1/29/2024NewEdge Wealth LLC6,049$956K0.0%-15.4%0.066%
1/29/2024RPG Investment Advisory LLC27,217$4.30M0.7%+1.4%0.299%
1/29/2024Hartford Financial Management Inc.33,683$5.32M1.2%+0.5%0.370%
1/29/2024Wealth Effects LLC3,424$541K0.2%-2.8%0.038%
1/25/2024 International Assets Investment Management LLC184,608$29.18M0.1%+44,064.6%2.029%
1/24/2024Tritonpoint Wealth LLC12,795$2.02M0.2%N/A0.141%
1/24/2024Stratos Wealth Partners LTD.5,446$861K0.0%N/A0.060%
1/24/2024Nilsine Partners LLC7,283$1.15M0.2%+2.7%0.080%
(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, 253 institutional investors and hedge funds held shares of First Trust NYSE Arca Biotechnology Index Fund. The most heavily invested institutionals were Morgan Stanley ($94.71M), Wells Fargo & Company MN ($62.64M), Bank of America Corp DE ($57.48M), UBS Group AG ($36.18M), Royal Bank of Canada ($35.16M), Raymond James Financial Services Advisors Inc. ($31.63M), and International Assets Investment Management LLC ($29.18M).Learn more on FBT's institutional investors.

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

Of the 195 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), Morgan Stanley ($126.56K), Janney Montgomery Scott LLC ($117.05K), Raymond James Financial Services Advisors Inc. ($102.62K), and UBS Group AG ($84.67K).

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

Institutional investors have bought a total of 2,667,947 shares in the last 24 months. This purchase volume represents approximately $393.36M in transactions.

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

Of the 156 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), Morgan Stanley ($198.63K), Wells Fargo & Company MN ($185.04K), Bank of America Corp DE ($152.60K), Raymond James Financial Services Advisors Inc. ($130.25K), UBS Group AG ($104.23K), and D.A. Davidson & CO. ($82.26K).

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

Institutional investors have sold a total of 2,152,140 shares in the last 24 months. This volume of shares sold represents approximately $324.77M in transactions.


This page (NYSEARCA:FBT) was last updated on 4/18/2024 by MarketBeat.com Staff

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