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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
988+ 1.95% |
$160K - $177K
|
51.7K
$7.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
825+ 1.95% |
$133K - $147K
|
43K
$6.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
777+ 7.37% |
$126K - $139K
|
11.3K
$1.72M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
739New |
$119K - $132K
|
739
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
718+ 10.27% |
$116K - $128K
|
7.71K
$1.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
633+ 13.02% |
$102K - $113K
|
5.5K
$837K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
475+ 11.29% |
$76.8K - $84.9K
|
4.68K
$713K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
432+ 9.3% |
$69.8K - $77.2K
|
5.08K
$773K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
427+ 10.23% |
$69K - $76.3K
|
4.6K
$700K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
421New |
$68.1K - $75.2K
|
421
$64.1K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
400+ 68.97% |
$64.7K - $71.5K
|
980
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
385+ 2.31% |
$62.2K - $68.8K
|
17.1K
$2.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
365+ 10.27% |
$59K - $65.2K
|
3.92K
$596K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
345+ 17250.0% |
$55.8K - $61.6K
|
347
$52.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
302New |
$48.8K - $54K
|
302
$46K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
300+ 14.21% |
$48.5K - $53.6K
|
2.41K
$367K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
288New |
$46.6K - $51.5K
|
288
$43.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
286+ 7.85% |
$46.2K - $51.1K
|
3.93K
$598K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
226+ 3.88% |
$36.5K - $40.4K
|
6.06K
$922K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
217+ 6.73% |
$35.1K - $38.8K
|
3.44K
$524K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
185+ 3.49% |
$29.9K - $33.1K
|
5.49K
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
164+ 0.51% |
$26.5K - $29.3K
|
32.6K
$4.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
164+ 4.22% |
$26.5K - $29.3K
|
4.05K
$617K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
150+ 4.31% |
$24.2K - $26.8K
|
3.63K
$553K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
141+ 2.73% |
$22.8K - $25.2K
|
5.31K
$808K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
133+ 5.06% |
$21.5K - $23.8K
|
2.76K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
114+ 0.37% |
$18.4K - $20.4K
|
30.7K
$4.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 16.99% |
$17.1K - $18.9K
|
730
$111K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
104+ 7.15% |
$16.8K - $18.6K
|
1.56K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
101+ 3.65% |
$16.3K - $18K
|
2.87K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
90New |
$14.5K - $16.1K
|
90
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
87+ 6.95% |
$14.1K - $15.5K
|
1.34K
$204K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
82New |
$13.3K - $14.7K
|
82
$12.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
79New |
$12.8K - $14.1K
|
79
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
71+ 3.22% |
$11.5K - $12.7K
|
2.28K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
60+ 6.1% |
$9.7K - $10.7K
|
1.04K
$159K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
53+ 50.0% |
$8.57K - $9.47K
|
159
$24.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
42New |
$6.79K - $7.5K
|
42
$6.39K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
39New |
$6.3K - $6.97K
|
39
$5.94K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
36+ 0.91% |
$5.82K - $6.43K
|
3.99K
$607K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21+ 6.0% |
$3.39K - $3.75K
|
371
$56.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
17New |
$2.75K - $3.04K
|
17
$2.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
16New |
$2.59K - $2.86K
|
16
$2.44K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
15+ 0.26% |
$2.42K - $2.68K
|
5.83K
$887K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11+ 0.75% |
$1.78K - $1.97K
|
1.48K
$226K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8+ 0.6% |
$1.29K - $1.43K
|
1.34K
$203K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8+ 0.57% |
$1.29K - $1.43K
|
1.41K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
7+ 0.29% |
$1.13K - $1.25K
|
2.42K
$368K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
6+ 3.59% |
$970 - $1.07K
|
173
$26.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4New |
$647 - $715
|
4
$609
|