Purchases and Sales Made in Q1 2021 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST NYSE ARCA BIOTECHN.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
480+ 11.63% |
$74.9K - $88.7K
|
4.61K
$797K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
478New |
$74.6K - $88.4K
|
478
$82.7K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
442+ 9.15% |
$69K - $81.7K
|
5.27K
$912K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
404+ 13.9% |
$63K - $74.7K
|
3.31K
$573K
|
|
Apr 14, 2021
Q1 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
346+ 0.93% |
$54K - $64K
|
37.7K
$6.52M
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
BUY
|
- |
319New |
$49.8K - $59K
|
319
$55.2K
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
315New |
$49.2K - $58.2K
|
315
$54.5K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
288+ 3.95% |
$44.9K - $53.2K
|
7.58K
$1.31M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
280+ 10.93% |
$43.7K - $51.8K
|
2.84K
$492K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
272New |
$42.4K - $50.3K
|
272
$47.1K
|
|
May 04, 2021
Q1 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
270+ 3.52% |
$42.1K - $49.9K
|
7.95K
$1.37M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
246+ 1.39% |
$38.4K - $45.5K
|
17.9K
$3.1M
|
|
Apr 12, 2021
Q1 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
234+ 16.53% |
$36.5K - $43.3K
|
1.65K
$285K
|
|
Jul 09, 2024
Q1 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
215+ 12.81% |
$33.6K - $39.7K
|
1.89K
$327K
|
|
May 10, 2021
Q1 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
202+ 5.64% |
$31.5K - $37.3K
|
3.78K
$655K
|
|
May 14, 2021
Q1 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
170+ 8.89% |
$26.5K - $31.4K
|
2.08K
$360K
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
153+ 325.53% |
$23.9K - $28.3K
|
200
$34.6K
|
|
May 13, 2021
Q1 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
125+ 3.3% |
$19.5K - $23.1K
|
3.92K
$678K
|
|
May 11, 2021
Q1 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
119+ 32.16% |
$18.6K - $22K
|
489
$84.6K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
118+ 7.45% |
$18.4K - $21.8K
|
1.7K
$294K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
100New |
$15.6K - $18.5K
|
100
$17.3K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
100New |
$15.6K - $18.5K
|
100
$17.3K
|
|
May 14, 2021
Q1 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
100+ 400.0% |
$15.6K - $18.5K
|
125
$21.6K
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
91+ 3.3% |
$14.2K - $16.8K
|
2.85K
$493K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
90+ 2.34% |
$14K - $16.6K
|
3.94K
$682K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
66+ 0.89% |
$10.3K - $12.2K
|
7.48K
$1.29M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
59+ 1.59% |
$9.21K - $10.9K
|
3.76K
$651K
|
|
May 07, 2021
Q1 2021
|
1 St Source Bank
|
BUY
|
- |
52+ 0.53% |
$8.12K - $9.61K
|
9.87K
$1.71M
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
34+ 680.0% |
$5.31K - $6.28K
|
39
$6.75K
|
|
May 18, 2021
Q1 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
30+ 1.95% |
$4.68K - $5.55K
|
1.57K
$271K
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20+ 1.47% |
$3.12K - $3.7K
|
1.38K
$239K
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
14New |
$2.18K - $2.59K
|
14
$2.42K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
12+ 0.56% |
$1.87K - $2.22K
|
2.15K
$372K
|
|
Apr 20, 2021
Q1 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9+ 0.16% |
$1.4K - $1.66K
|
5.52K
$956K
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
7+ 0.52% |
$1.09K - $1.29K
|
1.34K
$232K
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5New |
$780 - $924
|
5
$865
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
4+ 0.75% |
$624 - $739
|
540
$93.4K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 1.99% |
$624 - $739
|
205
$35.5K
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
3New |
$468 - $555
|
3
$519
|
|
Apr 23, 2021
Q1 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2+ 200.0% |
$312 - $370
|
3
$519
|
|
May 06, 2021
Q1 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2New |
$312 - $370
|
2
$346
|
|
Jul 29, 2022
Q1 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$156 - $185
|
12.5K
$2.16M
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1Closed |
$156 - $185
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-1- 0.01% |
$156 - $185
|
14K
$2.42M
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 44.44% |
$624 - $739
|
5
$865
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-7- 29.17% |
$1.09K - $1.29K
|
17
$2.94K
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-15Closed |
$2.34K - $2.77K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-17- 0.35% |
$2.65K - $3.14K
|
4.81K
$832K
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
SELL
|
- |
-19- 1.69% |
$2.97K - $3.51K
|
1.11K
$191K
|