Purchases and Sales Made in Q3 2023 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
254+ 2.51% |
$37K - $40.1K
|
10.4K
$1.86M
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
249+ 259.38% |
$36.3K - $39.3K
|
345
$61.6K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
193+ 89.77% |
$28.1K - $30.5K
|
408
$72.9K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
175+ 3.52% |
$25.5K - $27.6K
|
5.14K
$918K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
155+ 3.41% |
$22.6K - $24.5K
|
4.7K
$839K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
136+ 2.09% |
$19.8K - $21.5K
|
6.66K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
120New |
$17.5K - $18.9K
|
120
$21.4K
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
119+ 1.71% |
$17.3K - $18.8K
|
7.09K
$1.27M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
115+ 1.94% |
$16.8K - $18.2K
|
6.03K
$1.08M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
84+ 2.03% |
$12.2K - $13.3K
|
4.23K
$756K
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
79+ 2.6% |
$11.5K - $12.5K
|
3.12K
$558K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
77+ 0.33% |
$11.2K - $12.2K
|
23.2K
$4.14M
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
76+ 2.47% |
$11.1K - $12K
|
3.15K
$563K
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
69+ 1.76% |
$10.1K - $10.9K
|
3.98K
$711K
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
BUY
|
- |
65+ 0.74% |
$9.47K - $10.3K
|
8.84K
$1.58M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
BUY
|
- |
58+ 7.13% |
$8.45K - $9.16K
|
871
$156K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 10.92% |
$7.28K - $7.89K
|
508
$90.8K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.81% |
$6.85K - $7.42K
|
5.85K
$1.05M
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
40+ 2.26% |
$5.83K - $6.32K
|
1.81K
$324K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
36New |
$5.24K - $5.68K
|
36
$6.43K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
15New |
$2.19K - $2.37K
|
15
$2.68K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15+ 71.43% |
$2.19K - $2.37K
|
36
$6.43K
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14+ 0.97% |
$2.04K - $2.21K
|
1.45K
$260K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
13+ 7.65% |
$1.89K - $2.05K
|
183
$32.7K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$291 - $316
|
2
$357
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6- 60.0% |
$874 - $947
|
4
$715
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-10- 0.6% |
$1.46K - $1.58K
|
1.66K
$297K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-14- 0.43% |
$2.04K - $2.21K
|
3.26K
$582K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-15- 0.55% |
$2.19K - $2.37K
|
2.71K
$484K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17- 0.59% |
$2.48K - $2.68K
|
2.89K
$516K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-19- 0.54% |
$2.77K - $3K
|
3.49K
$623K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-21- 0.86% |
$3.06K - $3.32K
|
2.41K
$430K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-26- 53.06% |
$3.79K - $4.11K
|
23
$4.11K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-26- 0.24% |
$3.79K - $4.11K
|
10.6K
$1.9M
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-27- 0.24% |
$3.93K - $4.26K
|
11.3K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-30- 1.37% |
$4.37K - $4.74K
|
2.15K
$385K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-36- 94.74% |
$5.24K - $5.68K
|
2
$357
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36- 94.74% |
$5.24K - $5.68K
|
2
$357
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-41- 0.63% |
$5.97K - $6.47K
|
6.51K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-50- 3.3% |
$7.28K - $7.89K
|
1.47K
$262K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-50- 2.52% |
$7.28K - $7.89K
|
1.93K
$345K
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-50- 1.07% |
$7.28K - $7.89K
|
4.64K
$830K
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-53- 3.35% |
$7.72K - $8.37K
|
1.53K
$273K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-55- 2.13% |
$8.01K - $8.68K
|
2.53K
$452K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-58- 3.25% |
$8.45K - $9.16K
|
1.73K
$309K
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-60- 3.41% |
$8.74K - $9.47K
|
1.7K
$304K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-69- 1.76% |
$10.1K - $10.9K
|
3.86K
$689K
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-75- 4.2% |
$10.9K - $11.8K
|
1.71K
$306K
|