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 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
10New |
$1.65K - $1.82K
|
10
$1.61K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10+ 0.75% |
$1.65K - $1.82K
|
1.35K
$217K
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
9+ 5.2% |
$1.48K - $1.64K
|
182
$29.4K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
6+ 0.26% |
$989 - $1.09K
|
2.32K
$374K
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
3+ 0.24% |
$495 - $547
|
1.23K
$198K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1+ 5.88% |
$165 - $182
|
18
$2.9K
|
|
May 15, 2025
Q1 2025
|
Avenir Tech LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$165 - $182
|
1
$161
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2- 0.04% |
$330 - $364
|
5.66K
$913K
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-3- 1.4% |
$495 - $547
|
212
$34.2K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 66.67% |
$659 - $729
|
2
$323
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5- 5.56% |
$824 - $911
|
85
$13.7K
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-5- 0.34% |
$824 - $911
|
1.48K
$238K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7- 0.32% |
$1.15K - $1.28K
|
2.21K
$357K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-14- 4.86% |
$2.31K - $2.55K
|
274
$44.2K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-15- 0.82% |
$2.47K - $2.73K
|
1.82K
$293K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-16- 1.13% |
$2.64K - $2.92K
|
1.39K
$225K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-21- 5.61% |
$3.46K - $3.83K
|
353
$56.9K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-24- 30.38% |
$3.96K - $4.37K
|
55
$8.87K
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-26- 0.45% |
$4.29K - $4.74K
|
5.8K
$936K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-28- 2.3% |
$4.62K - $5.1K
|
1.19K
$192K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-44- 0.93% |
$7.25K - $8.02K
|
4.66K
$752K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-45- 12.03% |
$7.42K - $8.2K
|
329
$53.1K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-46- 12.4% |
$7.58K - $8.38K
|
325
$52.4K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-49- 32.89% |
$8.08K - $8.93K
|
100
$16.1K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-50- 7.52% |
$8.24K - $9.11K
|
615
$99.2K
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-53- 1.65% |
$8.74K - $9.66K
|
3.16K
$509K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-55- 2.28% |
$9.07K - $10K
|
2.36K
$380K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-55- 1.04% |
$9.07K - $10K
|
5.25K
$847K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-65- 4.87% |
$10.7K - $11.8K
|
1.27K
$205K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-67- 1.68% |
$11K - $12.2K
|
3.92K
$633K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-76- 0.27% |
$12.5K - $13.8K
|
27.9K
$4.5M
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-85- 3.82% |
$14K - $15.5K
|
2.14K
$345K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-101- 13.67% |
$16.7K - $18.4K
|
638
$103K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-101- 30.7% |
$16.7K - $18.4K
|
228
$36.8K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-108- 1.86% |
$17.8K - $19.7K
|
5.7K
$919K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-110- 1.29% |
$18.1K - $20K
|
8.39K
$1.35M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-124- 1.16% |
$20.4K - $22.6K
|
10.6K
$1.7M
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-135- 9.31% |
$22.3K - $24.6K
|
1.32K
$212K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-161- 7.08% |
$26.5K - $29.3K
|
2.11K
$341K
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-170- 2.03% |
$28K - $31K
|
8.2K
$1.32M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-176- 0.59% |
$29K - $32.1K
|
29.8K
$4.81M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-182- 1.78% |
$30K - $33.2K
|
10.1K
$1.62M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-236- 41.99% |
$38.9K - $43K
|
326
$52.6K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-242- 3.18% |
$39.9K - $44.1K
|
7.36K
$1.19M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-260- 14.28% |
$42.9K - $47.4K
|
1.56K
$252K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-314- 15.48% |
$51.8K - $57.2K
|
1.71K
$276K
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-340- 9.88% |
$56.1K - $61.9K
|
3.1K
$500K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-345- 99.42% |
$56.9K - $62.9K
|
2
$323
|