Purchases and Sales Made in Q1 2023 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q1 2023. 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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
657+ 7.44% |
$97.2K - $109K
|
9.49K
$1.63M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
611+ 14.74% |
$90.4K - $101K
|
4.76K
$816K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
602+ 13.78% |
$89K - $99.6K
|
4.97K
$853K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
592New |
$87.6K - $97.9K
|
592
$102K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
411+ 3.82% |
$60.8K - $68K
|
11.2K
$1.91M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333+ 0.17% |
$49.3K - $55.1K
|
191K
$32.8M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
324+ 18.19% |
$47.9K - $53.6K
|
2.11K
$361K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
310+ 164.02% |
$45.9K - $51.3K
|
499
$85.6K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
267+ 10.36% |
$39.5K - $44.2K
|
2.84K
$488K
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
257+ 2.33% |
$38K - $42.5K
|
11.3K
$1.93M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
252+ 1.52% |
$37.3K - $41.7K
|
16.8K
$2.89M
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
250+ 36.34% |
$37K - $41.3K
|
938
$161K
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
241+ 1.04% |
$35.6K - $39.9K
|
23.4K
$4.01M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
229+ 3.7% |
$33.9K - $37.9K
|
6.42K
$1.1M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
186+ 1.46% |
$27.5K - $30.8K
|
12.9K
$2.21M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
173New |
$25.6K - $28.6K
|
173
$29.7K
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
167+ 2.1% |
$24.7K - $27.6K
|
8.11K
$1.39M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
160+ 3.18% |
$23.7K - $26.5K
|
5.19K
$890K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
155New |
$22.9K - $25.6K
|
155
$26.6K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
147+ 980.0% |
$21.7K - $24.3K
|
162
$27.8K
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
105+ 3.66% |
$15.5K - $17.4K
|
2.98K
$510K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$14.8K - $16.5K
|
100
$17.1K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
98New |
$14.5K - $16.2K
|
98
$16.8K
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
84+ 1.31% |
$12.4K - $13.9K
|
6.49K
$1.11M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
60New |
$8.88K - $9.92K
|
60
$10.3K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
42+ 2.99% |
$6.21K - $6.95K
|
1.45K
$248K
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 2.26% |
$4.44K - $4.96K
|
1.36K
$233K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 0.3% |
$4.44K - $4.96K
|
9.94K
$1.7M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
20New |
$2.96K - $3.31K
|
20
$3.43K
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
15New |
$2.22K - $2.48K
|
15
$2.57K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13+ 650.0% |
$1.92K - $2.15K
|
15
$2.57K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13New |
$1.92K - $2.15K
|
13
$2.23K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5+ 0.62% |
$740 - $827
|
813
$139K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$592 - $661
|
4
$686
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$740 - $827
|
4.79K
$822K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 0.07% |
$1.48K - $1.65K
|
14.8K
$2.53M
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-12- 0.44% |
$1.78K - $1.98K
|
2.72K
$467K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-13- 86.67% |
$1.92K - $2.15K
|
2
$343
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-14- 10.37% |
$2.07K - $2.32K
|
121
$20.7K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15- 0.62% |
$2.22K - $2.48K
|
2.41K
$413K
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-16- 0.56% |
$2.37K - $2.65K
|
2.84K
$486K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-16- 0.45% |
$2.37K - $2.65K
|
3.51K
$602K
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-20- 1.04% |
$2.96K - $3.31K
|
1.91K
$328K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-23Closed |
$3.4K - $3.8K
|
0
$0
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-28- 0.7% |
$4.14K - $4.63K
|
3.99K
$683K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-29- 1.14% |
$4.29K - $4.8K
|
2.52K
$432K
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-30- 0.44% |
$4.44K - $4.96K
|
6.78K
$1.16M
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-30- 0.96% |
$4.44K - $4.96K
|
3.09K
$529K
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-40- 1.07% |
$5.92K - $6.61K
|
3.7K
$634K
|