Purchases and Sales Made in Q3 2024 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
184K+ 17092.96% |
$28.1M - $31.9M
|
186K
$31.5M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
58.6K+ 116.95% |
$8.93M - $10.1M
|
109K
$18.4M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
42.2KNew |
$6.43M - $7.3M
|
42.2K
$7.16M
|
|
Dec 10, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
26.1KNew |
$3.98M - $4.52M
|
26.1K
$4.43M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
22.8K+ 60.86% |
$3.48M - $3.95M
|
60.3K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20.6K+ 3463.19% |
$3.14M - $3.56M
|
21.2K
$3.6M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
20K+ 235.76% |
$3.04M - $3.45M
|
28.5K
$4.83M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.9KNew |
$3.04M - $3.45M
|
19.9K
$3.38M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.3K+ 55.19% |
$2.34M - $2.65M
|
43.2K
$7.32M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
13.9K+ 496.43% |
$2.12M - $2.4M
|
16.7K
$2.83M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.4K+ 3.22% |
$2.05M - $2.32M
|
431K
$73.1M
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.79K+ 2308.73% |
$1.49M - $1.69M
|
10.2K
$1.73M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.33K+ 41.28% |
$1.27M - $1.44M
|
28.5K
$4.84M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.01K+ 139.59% |
$1.22M - $1.39M
|
13.8K
$2.33M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.94K+ 46.71% |
$1.21M - $1.37M
|
24.9K
$4.23M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.65KNew |
$861K - $976K
|
5.65K
$958K
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.32K+ 11.71% |
$811K - $920K
|
50.7K
$8.61M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.31KNew |
$809K - $918K
|
5.31K
$900K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
5.12K+ 99.71% |
$780K - $885K
|
10.3K
$1.74M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.91KNew |
$747K - $848K
|
4.91K
$832K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.72K+ 86.49% |
$719K - $816K
|
10.2K
$1.73M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.65KNew |
$708K - $803K
|
4.65K
$788K
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.44KNew |
$676K - $767K
|
4.44K
$753K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.55KNew |
$541K - $614K
|
3.55K
$603K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.5KNew |
$533K - $605K
|
3.5K
$593K
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.48KNew |
$531K - $602K
|
3.48K
$591K
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.35KNew |
$511K - $579K
|
3.35K
$568K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.28K+ 25.85% |
$499K - $566K
|
15.9K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
2.41KNew |
$367K - $417K
|
2.41K
$409K
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.35KNew |
$359K - $407K
|
2.35K
$399K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.8KNew |
$274K - $311K
|
1.8K
$305K
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.56KNew |
$238K - $270K
|
1.56K
$265K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.52KNew |
$232K - $263K
|
1.52K
$258K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.5K+ 23.57% |
$229K - $260K
|
7.89K
$1.34M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.34K+ 4.05% |
$204K - $232K
|
34.4K
$5.83M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.25KNew |
$191K - $216K
|
1.25K
$212K
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.23KNew |
$187K - $212K
|
1.23K
$208K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.22KNew |
$186K - $211K
|
1.22K
$207K
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
1.2KNew |
$183K - $207K
|
1.2K
$204K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.18KNew |
$180K - $205K
|
1.18K
$201K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.18KNew |
$180K - $205K
|
1.18K
$201K
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.17KNew |
$179K - $203K
|
1.17K
$199K
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.17KNew |
$178K - $202K
|
1.17K
$198K
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.14K+ 3248.57% |
$173K - $197K
|
1.17K
$199K
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.06K+ 22.19% |
$161K - $183K
|
5.83K
$989K
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.04K+ 49.17% |
$158K - $179K
|
3.14K
$533K
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
669+ 9.45% |
$102K - $116K
|
7.75K
$1.31M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
571+ 20.33% |
$87K - $98.7K
|
3.38K
$573K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
523+ 8.6% |
$79.7K - $90.4K
|
6.6K
$1.12M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
492+ 15.6% |
$75K - $85.1K
|
3.65K
$618K
|