Purchases and Sales Made in Q1 2024 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q1 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
77.7K+ 44.92% |
$11.3M - $12.5M
|
251K
$41.5M
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.9K+ 11.95% |
$7.24M - $8.01M
|
467K
$77.4M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.1K+ 8.6% |
$4.94M - $5.47M
|
430K
$71.2M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
31.1KNew |
$4.52M - $5M
|
31.1K
$5.15M
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
25.9K+ 21.26% |
$3.76M - $4.16M
|
148K
$24.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2KNew |
$3.65M - $4.04M
|
25.2K
$4.17M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.6K+ 158.92% |
$1.83M - $2.03M
|
20.6K
$3.41M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
11.3KNew |
$1.64M - $1.82M
|
11.3K
$1.87M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.91K+ 23.32% |
$857K - $948K
|
31.2K
$5.17M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.42K+ 376.6% |
$787K - $870K
|
6.86K
$1.14M
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.16KNew |
$748K - $827K
|
5.16K
$854K
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.77KNew |
$692K - $766K
|
4.77K
$790K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.69K+ 31.87% |
$681K - $753K
|
19.4K
$3.22M
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.44K+ 22.02% |
$643K - $712K
|
24.6K
$4.07M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.2K+ 233.33% |
$609K - $674K
|
6K
$993K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.61K+ 1.58% |
$523K - $579K
|
233K
$38.5M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
3.12K+ 25.12% |
$453K - $501K
|
15.5K
$2.57M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
2.7K+ 61.36% |
$392K - $433K
|
7.1K
$1.18M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.68K+ 691.21% |
$388K - $429K
|
3.06K
$507K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.64K+ 10.67% |
$383K - $424K
|
27.4K
$4.53M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
2.52K+ 6.33% |
$365K - $404K
|
42.3K
$6.99M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.36KNew |
$342K - $379K
|
2.36K
$390K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.77KNew |
$256K - $283K
|
1.77K
$292K
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.71KNew |
$249K - $275K
|
1.71K
$284K
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
1.65K+ 5.66% |
$239K - $264K
|
30.8K
$5.09M
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.54KNew |
$223K - $246K
|
1.54K
$254K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.51K+ 59.14% |
$220K - $243K
|
4.07K
$674K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.51K+ 25.24% |
$220K - $243K
|
7.51K
$1.24M
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.51KNew |
$218K - $242K
|
1.51K
$249K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.47K+ 61.3% |
$213K - $235K
|
3.86K
$638K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.44K+ 95.67% |
$208K - $230K
|
2.94K
$486K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.41K+ 74.59% |
$204K - $226K
|
3.3K
$546K
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.26K+ 2.67% |
$183K - $203K
|
48.6K
$8.05M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.21K+ 23.53% |
$175K - $194K
|
6.34K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.13K+ 4.37% |
$164K - $181K
|
27K
$4.47M
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.08KNew |
$156K - $173K
|
1.08K
$178K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.07K+ 19.19% |
$155K - $172K
|
6.65K
$1.1M
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
1.03K+ 68.26% |
$149K - $165K
|
2.53K
$419K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
910+ 2.4% |
$132K - $146K
|
38.8K
$6.42M
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
862+ 44.23% |
$125K - $138K
|
2.81K
$465K
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
852+ 12.4% |
$124K - $137K
|
7.72K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
846+ 66.46% |
$123K - $136K
|
2.12K
$351K
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
746+ 8.04% |
$108K - $120K
|
10K
$1.66M
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
727+ 210.72% |
$105K - $117K
|
1.07K
$177K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
604+ 16.9% |
$87.6K - $96.9K
|
4.18K
$691K
|
|
Apr 23, 2024
Q1 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
588+ 38.01% |
$85.3K - $94.4K
|
2.14K
$353K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
508+ 2.76% |
$73.7K - $81.5K
|
18.9K
$3.13M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
489New |
$70.9K - $78.5K
|
489
$80.9K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
480+ 8.62% |
$69.6K - $77K
|
6.05K
$1M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
450+ 18.5% |
$65.3K - $72.2K
|
2.88K
$477K
|