Purchases and Sales Made in Q1 2025 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q1 2025. 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 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
465New |
$76.7K - $84.7K
|
465
$75K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
465New |
$76.7K - $84.7K
|
465
$75K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
455+ 1.06% |
$75K - $82.9K
|
43.5K
$7.02M
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
418New |
$68.9K - $76.2K
|
418
$67.4K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
400+ 6.51% |
$65.9K - $72.9K
|
6.55K
$1.06M
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
371+ 1.23% |
$61.2K - $67.6K
|
30.5K
$4.92M
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
340+ 336.63% |
$56.1K - $61.9K
|
441
$71.1K
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
327+ 11.83% |
$53.9K - $59.6K
|
3.09K
$499K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
298+ 1.0% |
$49.1K - $54.3K
|
30.1K
$4.86M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
280+ 9.76% |
$46.2K - $51K
|
3.15K
$508K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
268+ 3.17% |
$44.2K - $48.8K
|
8.72K
$1.41M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
236+ 72.39% |
$38.9K - $43K
|
562
$90.6K
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
223+ 4.39% |
$36.8K - $40.6K
|
5.3K
$855K
|
|
Apr 10, 2025
Q1 2025
|
Lake Street Financial LLC
|
BUY
|
- |
205+ 5.35% |
$33.8K - $37.3K
|
4.04K
$651K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
200New |
$33K - $36.4K
|
200
$32.3K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
194+ 1.89% |
$32K - $35.3K
|
10.4K
$1.68M
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
186+ 5.96% |
$30.7K - $33.9K
|
3.31K
$533K
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
184+ 1.63% |
$30.3K - $33.5K
|
11.5K
$1.86M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
183+ 4.67% |
$30.2K - $33.3K
|
4.1K
$661K
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
177+ 4.93% |
$29.2K - $32.2K
|
3.77K
$607K
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
175New |
$28.9K - $31.9K
|
175
$28.2K
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
158New |
$26K - $28.8K
|
158
$25.5K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
155+ 10.26% |
$25.6K - $28.2K
|
1.67K
$269K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
151New |
$24.9K - $27.5K
|
151
$24.4K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
148+ 10.56% |
$24.4K - $27K
|
1.55K
$250K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
100+ 16.67% |
$16.5K - $18.2K
|
700
$113K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
88+ 0.22% |
$14.5K - $16K
|
39.5K
$6.37M
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
83+ 0.86% |
$13.7K - $15.1K
|
9.78K
$1.58M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
79+ 1.72% |
$13K - $14.4K
|
4.68K
$754K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
75+ 4.78% |
$12.4K - $13.7K
|
1.64K
$265K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
70+ 4.97% |
$11.5K - $12.8K
|
1.48K
$239K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
65New |
$10.7K - $11.8K
|
65
$10.5K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 5.15% |
$10.2K - $11.3K
|
1.27K
$204K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
62+ 1.06% |
$10.2K - $11.3K
|
5.89K
$950K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
59+ 3.78% |
$9.73K - $10.7K
|
1.62K
$261K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
51+ 2.67% |
$8.41K - $9.29K
|
1.96K
$316K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
50New |
$8.24K - $9.11K
|
50
$8.06K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
50+ 161.29% |
$8.24K - $9.11K
|
81
$13.1K
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
50+ 1.79% |
$8.24K - $9.11K
|
2.84K
$458K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
45+ 1.4% |
$7.42K - $8.2K
|
3.26K
$525K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
38+ 0.57% |
$6.26K - $6.92K
|
6.74K
$1.09M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
35+ 71.43% |
$5.77K - $6.38K
|
84
$13.5K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34+ 1.25% |
$5.61K - $6.19K
|
2.76K
$446K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
32+ 0.76% |
$5.28K - $5.83K
|
4.26K
$686K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
29+ 19.21% |
$4.78K - $5.28K
|
180
$29K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
26+ 2.49% |
$4.29K - $4.74K
|
1.07K
$173K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
25New |
$4.12K - $4.55K
|
25
$4.03K
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
15+ 0.17% |
$2.47K - $2.73K
|
8.63K
$1.39M
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
14New |
$2.31K - $2.55K
|
14
$2.26K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10+ 0.2% |
$1.65K - $1.82K
|
5.1K
$823K
|