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 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-782- 7.89% |
$104K - $124K
|
9.13K
$1.57M
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-829- 30.61% |
$110K - $131K
|
1.88K
$322K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-842- 14.58% |
$112K - $133K
|
4.94K
$846K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-922- 13.06% |
$122K - $146K
|
6.14K
$1.05M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-932- 48.22% |
$123K - $148K
|
1K
$172K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.04K- 12.48% |
$138K - $165K
|
7.32K
$1.26M
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.09K- 23.18% |
$144K - $173K
|
3.61K
$619K
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 15.37% |
$146K - $174K
|
6.05K
$1.04M
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-1.29K- 11.39% |
$171K - $204K
|
10K
$1.72M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 5.15% |
$178K - $213K
|
24.8K
$4.24M
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.36K- 2.95% |
$180K - $215K
|
44.7K
$7.66M
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.5K- 15.35% |
$199K - $238K
|
8.27K
$1.42M
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 24.1% |
$200K - $240K
|
4.76K
$817K
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-1.55K- 11.11% |
$206K - $246K
|
12.4K
$2.13M
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 26.67% |
$212K - $254K
|
4.4K
$755K
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.62K- 8.73% |
$214K - $256K
|
16.9K
$2.9M
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.64K- 8.18% |
$217K - $260K
|
18.4K
$3.15M
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.67K- 32.39% |
$221K - $264K
|
3.48K
$596K
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.7K- 33.46% |
$226K - $270K
|
3.38K
$580K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79K- 4.4% |
$238K - $284K
|
39K
$6.68M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.82K- 10.99% |
$241K - $288K
|
14.7K
$2.53M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 13.63% |
$242K - $290K
|
11.6K
$1.99M
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.32K- 6.64% |
$307K - $367K
|
32.6K
$5.58M
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.49K- 49.3% |
$330K - $394K
|
2.56K
$439K
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3K- 40.54% |
$398K - $475K
|
4.4K
$755K
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-3.03K- 13.09% |
$402K - $481K
|
20.1K
$3.45M
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.07K- 17.07% |
$407K - $486K
|
14.9K
$2.56M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.41K- 15.01% |
$584K - $698K
|
25K
$4.28M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.1K- 13.88% |
$809K - $967K
|
37.8K
$6.49M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.42K- 53.53% |
$851K - $1.02M
|
5.58K
$956K
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-6.76K- 81.72% |
$895K - $1.07M
|
1.51K
$259K
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.27K- 57.24% |
$1.23M - $1.47M
|
6.92K
$1.19M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.2K- 14.69% |
$1.35M - $1.61M
|
59K
$10.1M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 5.81% |
$1.41M - $1.69M
|
173K
$29.7M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.6K- 61.38% |
$1.67M - $2M
|
7.95K
$1.36M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 13.96% |
$1.84M - $2.2M
|
85.8K
$14.7M
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-27.7K- 79.85% |
$3.67M - $4.39M
|
6.99K
$1.2M
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-33.3K- 56.77% |
$4.41M - $5.27M
|
25.3K
$4.34M
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.1K- 14.59% |
$5.18M - $6.2M
|
229K
$39.3M
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-51K- 11.41% |
$6.76M - $8.09M
|
396K
$68M
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-95.3K- 26.62% |
$12.6M - $15.1M
|
263K
$45M
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-428K- 99.63% |
$56.7M - $67.7M
|
1.58K
$271K
|