Purchases and Sales Made in Q4 2023 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
583+ 0.26% |
$77.2K - $92.4K
|
222K
$38.8M
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
568+ 5.07% |
$75.3K - $90K
|
11.8K
$2.05M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
481+ 2091.3% |
$63.7K - $76.2K
|
504
$87.9K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
465+ 8.37% |
$61.6K - $73.7K
|
6.02K
$1.05M
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
418+ 28.42% |
$55.4K - $66.2K
|
1.89K
$329K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
395New |
$52.3K - $62.6K
|
395
$68.9K
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
364+ 1.36% |
$48.2K - $57.7K
|
27.2K
$4.75M
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
318New |
$42.1K - $50.4K
|
318
$55.4K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
318New |
$42.1K - $50.4K
|
318
$55.4K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
314+ 3.9% |
$41.6K - $49.8K
|
8.37K
$1.46M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
283+ 1.42% |
$37.5K - $44.8K
|
20.2K
$3.52M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
241+ 4.24% |
$31.9K - $38.2K
|
5.92K
$1.03M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
201New |
$26.6K - $31.8K
|
201
$35K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
191+ 2.69% |
$25.3K - $30.3K
|
7.28K
$1.27M
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
190+ 14.15% |
$25.2K - $30.1K
|
1.53K
$267K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
175+ 0.52% |
$23.2K - $27.7K
|
33.7K
$5.87M
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
164+ 0.64% |
$21.7K - $26K
|
25.9K
$4.51M
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
152New |
$20.1K - $24.1K
|
152
$26.5K
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
126New |
$16.7K - $20K
|
126
$22K
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
118+ 14.5% |
$15.6K - $18.7K
|
932
$163K
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
106+ 3.2% |
$14K - $16.8K
|
3.42K
$597K
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
105+ 2.71% |
$13.9K - $16.6K
|
3.98K
$694K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
105New |
$13.9K - $16.6K
|
105
$18.3K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
105New |
$13.9K - $16.6K
|
105
$18.3K
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
100New |
$13.3K - $15.8K
|
100
$17.4K
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
93+ 6.35% |
$12.3K - $14.7K
|
1.56K
$272K
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
87+ 2.79% |
$11.5K - $13.8K
|
3.21K
$560K
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
84+ 4.86% |
$11.1K - $13.3K
|
1.81K
$316K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
77New |
$10.2K - $12.2K
|
77
$13.4K
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
72+ 1.9% |
$9.54K - $11.4K
|
3.86K
$672K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
65New |
$8.61K - $10.3K
|
65
$11.3K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
64+ 0.6% |
$8.48K - $10.1K
|
10.7K
$1.87M
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
53New |
$7.02K - $8.4K
|
53
$9.24K
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
53+ 1.4% |
$7.02K - $8.4K
|
3.85K
$671K
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
51+ 1.14% |
$6.76K - $8.08K
|
4.54K
$792K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
50+ 2.94% |
$6.63K - $7.92K
|
1.75K
$305K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
50+ 0.93% |
$6.63K - $7.92K
|
5.41K
$942K
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
46+ 1.41% |
$6.1K - $7.29K
|
3.3K
$576K
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
36New |
$4.77K - $5.7K
|
36
$6.28K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29+ 0.92% |
$3.84K - $4.6K
|
3.17K
$553K
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23+ 0.66% |
$3.05K - $3.64K
|
3.51K
$612K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
20New |
$2.65K - $3.17K
|
20
$3.49K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 0.79% |
$2.52K - $3.01K
|
2.43K
$424K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
9New |
$1.19K - $1.43K
|
9
$1.57K
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 0.49% |
$663 - $792
|
1.03K
$180K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$133 - $158
|
3
$523
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2- 0.02% |
$265 - $317
|
10.2K
$1.78M
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2- 2.0% |
$265 - $317
|
98
$17.1K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-2- 13.33% |
$265 - $317
|
13
$2.27K
|