Purchases and Sales Made in Q1 2024 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q1 2024. 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 07, 2024
Q1 2024
|
Pecaut & Co.
|
BUY
|
- |
446+ 4.38% |
$64.7K - $71.6K
|
10.6K
$1.78M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
365+ 4.36% |
$53K - $58.6K
|
8.73K
$1.47M
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
330+ 8.29% |
$47.9K - $53K
|
4.31K
$723K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
312+ 3.21% |
$45.3K - $50.1K
|
10K
$1.68M
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
257+ 7.51% |
$37.3K - $41.2K
|
3.68K
$617K
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
256+ 0.76% |
$37.1K - $41.1K
|
33.9K
$5.69M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
225+ 15.87% |
$32.6K - $36.1K
|
1.64K
$276K
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
213+ 5.53% |
$30.9K - $34.2K
|
4.07K
$682K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
200New |
$29K - $32.1K
|
200
$33.6K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
179+ 8.8% |
$26K - $28.7K
|
2.21K
$371K
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
163+ 3.44% |
$23.6K - $26.2K
|
4.9K
$822K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
160New |
$23.2K - $25.7K
|
160
$26.8K
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
151+ 3.92% |
$21.9K - $24.2K
|
4K
$671K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
136+ 3.87% |
$19.7K - $21.8K
|
3.65K
$612K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
135New |
$19.6K - $21.7K
|
135
$22.6K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100New |
$14.5K - $16K
|
100
$16.8K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 1.28% |
$14.5K - $16K
|
7.92K
$1.33M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
74+ 98.67% |
$10.7K - $11.9K
|
149
$25K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
73+ 5.42% |
$10.6K - $11.7K
|
1.42K
$238K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
39+ 1.18% |
$5.66K - $6.26K
|
3.34K
$561K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35New |
$5.08K - $5.62K
|
35
$5.87K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
30New |
$4.35K - $4.81K
|
30
$5.03K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
30+ 1.66% |
$4.35K - $4.81K
|
1.84K
$309K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
21+ 0.61% |
$3.05K - $3.37K
|
3.45K
$578K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
21+ 0.62% |
$3.05K - $3.37K
|
3.42K
$573K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4+ 0.07% |
$580 - $642
|
5.48K
$920K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1+ 0.1% |
$145 - $160
|
1.05K
$176K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 1.3% |
$145 - $160
|
78
$13.1K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 33.33% |
$145 - $160
|
2
$336
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-2- 0.15% |
$290 - $321
|
1.36K
$228K
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 3.77% |
$290 - $321
|
51
$8.56K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-4- 4.76% |
$580 - $642
|
80
$13.4K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-4- 0.17% |
$580 - $642
|
2.37K
$397K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6- 0.39% |
$870 - $963
|
1.55K
$260K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8- 0.78% |
$1.16K - $1.28K
|
1.02K
$171K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-15- 41.67% |
$2.18K - $2.41K
|
21
$3.52K
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.97% |
$2.47K - $2.73K
|
1.73K
$291K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18- 1.28% |
$2.61K - $2.89K
|
1.38K
$232K
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-21- 1.48% |
$3.05K - $3.37K
|
1.4K
$235K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-22- 0.48% |
$3.19K - $3.53K
|
4.52K
$758K
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-45- 2.66% |
$6.53K - $7.22K
|
1.65K
$276K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-58- 16.52% |
$8.41K - $9.31K
|
293
$49.2K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-70- 1.39% |
$10.2K - $11.2K
|
4.95K
$830K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-73- 14.37% |
$10.6K - $11.7K
|
435
$73K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-77- 5.02% |
$11.2K - $12.4K
|
1.46K
$244K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-77- 15.43% |
$11.2K - $12.4K
|
422
$70.8K
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-80- 3.61% |
$11.6K - $12.8K
|
2.14K
$359K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-83- 8.18% |
$12K - $13.3K
|
932
$156K
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-83- 3.34% |
$12K - $13.3K
|
2.4K
$403K
|