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 |
|---|---|---|---|---|---|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
395
shares
|
$68,552
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
376
shares
|
$65,254
0.01% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
372
shares
|
$64,560
0.01% of portfolio
|
Q1 2024
Reduced 43.47%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
369
shares
|
$64,039
0.01% of portfolio
|
Q4 2019
Reduced 3.91%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
354
shares
|
$61,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
350
shares
|
$60,742
0.0% of portfolio
|
Q3 2024
Reduced 12.5%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
339
shares
|
$58,833
0.02% of portfolio
|
Q4 2022
Reduced 37.11%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
318
shares
|
$55,188
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
289
shares
|
$50,155
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
256
shares
|
$44,428
0.0% of portfolio
|
Q3 2024
Added 725.81%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
242
shares
|
$41,999
0.01% of portfolio
|
Q2 2020
Reduced 6.2%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
238
shares
|
$41,304
0.0% of portfolio
|
Q1 2020
Reduced 50.62%
|
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
225
shares
|
$39,048
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
224
shares
|
$38,875
0.02% of portfolio
|
Q3 2024
Reduced 38.12%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$34,710
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
196
shares
|
$34,015
0.0% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
195
shares
|
$33,842
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
167
shares
|
$28,982
0.01% of portfolio
|
Q3 2022
Reduced 3.47%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
159
shares
|
$27,594
0.0% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
151
shares
|
$26,206
0.0% of portfolio
|
Q3 2020
Reduced 37.08%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
149
shares
|
$25,858
0.0% of portfolio
|
Q1 2024
Reduced 51.78%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
148
shares
|
$25,685
0.01% of portfolio
|
Q2 2021
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
141
shares
|
$24,470
0.0% of portfolio
|
Q2 2024
Added 120.31%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
135
shares
|
$23,429
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
126
shares
|
$21,867
0.01% of portfolio
|
Q4 2023
New holding
|