Institutional Ownership First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT). We have compiled data on the 269 institutions that hold shares in the stock, with a total of 3.4 Million shares, which have been reported (via 13F filing form) to have a value of $591 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
6,032
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2023
Added 1.94%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
5,832
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2024
Added 22.19%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,823
shares
|
$1.01 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 13, 2024 Q3 2024 |
5,812
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,801
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,647
shares
|
$980,036
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,606
shares
|
$972,921
0.02% of portfolio
|
Q3 2024
Reduced 78.86%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,475
shares
|
$950,186
0.03% of portfolio
|
Q4 2023
Reduced 2.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,400
shares
|
$937,170
0.03% of portfolio
|
Q2 2020
Reduced 6.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
5,307
shares
|
$921,029
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,306
shares
|
$920,856
0.03% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,094
shares
|
$884,063
0.03% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
5,067
shares
|
$879,377
0.01% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,905
shares
|
$851,262
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
4,886
shares
|
$847,965
0.15% of portfolio
|
Q4 2024
Added 32.16%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
4,862
shares
|
$843,800
0.1% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,727
shares
|
$820,370
0.0% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,725
shares
|
$820,023
0.2% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
4,707
shares
|
$816,899
0.22% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Gentry Private Wealth, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
4,707
shares
|
$816,899
0.66% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
4,700
shares
|
$815,685
0.34% of portfolio
|
Q4 2022
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
4,646
shares
|
$806,313
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
4,376
shares
|
$759,454
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
4,336
shares
|
$752,512
0.04% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,206
shares
|
$729,951
0.0% of portfolio
|
Q3 2024
Reduced 16.4%
|