Purchases and Sales Made in Q4 2024 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
167KNew |
$27M - $29.8M
|
167K
$30.1M
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
30.2KNew |
$4.88M - $5.4M
|
30.2K
$5.44M
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.12K+ 205.52% |
$1.47M - $1.63M
|
13.6K
$2.44M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
8.37KNew |
$1.35M - $1.5M
|
8.37K
$1.51M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.2K+ 236.97% |
$1.16M - $1.29M
|
10.2K
$1.84M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
5.43K+ 3852.48% |
$878K - $971K
|
5.57K
$1M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.36KNew |
$866K - $957K
|
5.36K
$965K
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
5.34KNew |
$863K - $954K
|
5.34K
$961K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.95K+ 70.41% |
$638K - $705K
|
9.55K
$1.72M
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
2.46KNew |
$398K - $440K
|
2.46K
$443K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03K+ 59.96% |
$328K - $362K
|
5.41K
$973K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.91KNew |
$309K - $341K
|
1.91K
$344K
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.4KNew |
$226K - $250K
|
1.4K
$252K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.37K+ 48.05% |
$222K - $245K
|
4.22K
$761K
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.19K+ 32.16% |
$192K - $212K
|
4.89K
$880K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 86.34% |
$175K - $193K
|
2.33K
$420K
|
|
Feb 04, 2025
Q4 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
1.06K+ 67.65% |
$171K - $189K
|
2.62K
$472K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
988+ 1.95% |
$160K - $177K
|
51.7K
$9.31M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
777+ 7.37% |
$126K - $139K
|
11.3K
$2.04M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
633+ 13.02% |
$102K - $113K
|
5.5K
$989K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
432+ 9.3% |
$69.8K - $77.2K
|
5.08K
$914K
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
427+ 10.23% |
$69K - $76.3K
|
4.6K
$828K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
421New |
$68.1K - $75.2K
|
421
$75.8K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
365+ 10.27% |
$59K - $65.2K
|
3.92K
$705K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
302New |
$48.8K - $54K
|
302
$54.4K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 14.21% |
$48.5K - $53.6K
|
2.41K
$434K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
286+ 7.85% |
$46.2K - $51.1K
|
3.93K
$708K
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
226+ 3.88% |
$36.5K - $40.4K
|
6.06K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
217+ 6.73% |
$35.1K - $38.8K
|
3.44K
$620K
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
164+ 0.51% |
$26.5K - $29.3K
|
32.6K
$5.87M
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
150+ 4.31% |
$24.2K - $26.8K
|
3.63K
$654K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
141+ 2.73% |
$22.8K - $25.2K
|
5.31K
$955K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 16.99% |
$17.1K - $18.9K
|
730
$131K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
104+ 7.15% |
$16.8K - $18.6K
|
1.56K
$281K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90New |
$14.5K - $16.1K
|
90
$16.2K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
71+ 3.22% |
$11.5K - $12.7K
|
2.28K
$410K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 6.1% |
$9.7K - $10.7K
|
1.04K
$188K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
53+ 50.0% |
$8.57K - $9.47K
|
159
$28.6K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$6.3K - $6.97K
|
39
$7.02K
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
36+ 0.91% |
$5.82K - $6.43K
|
3.99K
$718K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.75% |
$1.78K - $1.97K
|
1.48K
$267K
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8+ 0.6% |
$1.29K - $1.43K
|
1.34K
$241K
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.57% |
$1.29K - $1.43K
|
1.41K
$254K
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 3.59% |
$970 - $1.07K
|
173
$31.1K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
3+ 0.16% |
$485 - $536
|
1.83K
$330K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2+ 0.54% |
$323 - $357
|
374
$67.3K
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2+ 0.83% |
$323 - $357
|
244
$43.9K
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.09% |
$162 - $179
|
1.15K
$207K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 1.0% |
$162 - $179
|
101
$18.2K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.04% |
$162 - $179
|
97
$17.5K
|