Purchases and Sales Made in Q4 2023 in First Trust Nyse Arca Biotechn (FBT)
This table provides information about the institutional ownership of First Trust Nyse Arca Biotechn (FBT) during Q4 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
285K+ 68.37% |
$37.8M - $45.2M
|
703K
$124M
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
185KNew |
$24.5M - $29.3M
|
185K
$32.6M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
55.7K+ 8.61% |
$7.38M - $8.83M
|
703K
$124M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
47.3KNew |
$6.27M - $7.5M
|
47.3K
$8.36M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.3K+ 16.44% |
$3.74M - $4.48M
|
200K
$35.4M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 32.31% |
$1.77M - $2.12M
|
54.7K
$9.66M
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
12.8KNew |
$1.7M - $2.03M
|
12.8K
$2.26M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12KNew |
$1.59M - $1.91M
|
12K
$2.12M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.21K+ 25.76% |
$1.09M - $1.3M
|
40.1K
$7.08M
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.89K+ 6.92% |
$1.05M - $1.25M
|
122K
$21.5M
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.13K+ 73.03% |
$945K - $1.13M
|
16.9K
$2.99M
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
6.78K+ 20.58% |
$899K - $1.07M
|
39.7K
$7.02M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.45KNew |
$722K - $863K
|
5.45K
$962K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
5.02KNew |
$665K - $795K
|
5.02K
$887K
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.77KNew |
$500K - $597K
|
3.77K
$666K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
3.73K+ 165.1% |
$495K - $591K
|
5.99K
$1.06M
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.59K+ 56.45% |
$475K - $568K
|
9.94K
$1.76M
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.32KNew |
$439K - $525K
|
3.32K
$586K
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.52K+ 34.88% |
$333K - $399K
|
9.73K
$1.72M
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.48KNew |
$329K - $394K
|
2.48K
$439K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.45K+ 6.54% |
$325K - $389K
|
39.9K
$7.05M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.14K+ 145.44% |
$283K - $339K
|
3.61K
$637K
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.11KNew |
$279K - $334K
|
2.11K
$373K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.85K+ 8.94% |
$245K - $292K
|
22.5K
$3.98M
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.81KNew |
$240K - $287K
|
1.81K
$320K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
1.8KNew |
$239K - $285K
|
1.8K
$318K
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.71KNew |
$227K - $271K
|
1.71K
$302K
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.71KNew |
$227K - $271K
|
1.71K
$302K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.66K+ 116.6% |
$220K - $263K
|
3.08K
$544K
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.55KNew |
$205K - $245K
|
1.55K
$273K
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.5KNew |
$199K - $238K
|
1.5K
$266K
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.4KNew |
$186K - $222K
|
1.4K
$248K
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.37KNew |
$182K - $217K
|
1.37K
$242K
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
1.36KNew |
$180K - $216K
|
1.36K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.36KNew |
$180K - $215K
|
1.36K
$240K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.35KNew |
$179K - $214K
|
1.35K
$238K
|
|
Feb 07, 2024
Q4 2023
|
Pecaut & Co.
|
BUY
|
- |
1.34K+ 15.17% |
$178K - $212K
|
10.2K
$1.8M
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.31KNew |
$174K - $208K
|
1.31K
$231K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.27KNew |
$169K - $202K
|
1.27K
$225K
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.27KNew |
$169K - $202K
|
1.27K
$225K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.25K+ 29.58% |
$166K - $198K
|
5.48K
$968K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.09K+ 267.89% |
$145K - $173K
|
1.5K
$265K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
917+ 36.98% |
$122K - $145K
|
3.4K
$600K
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
900+ 322.58% |
$119K - $143K
|
1.18K
$208K
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
823+ 9.73% |
$109K - $130K
|
9.28K
$1.64M
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
755+ 18.97% |
$100K - $120K
|
4.74K
$837K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
718New |
$95.1K - $114K
|
718
$127K
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
BUY
|
- |
691+ 11.18% |
$91.6K - $109K
|
6.87K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
583+ 0.26% |
$77.2K - $92.4K
|
222K
$39.3M
|
|
Jan 30, 2024
Q4 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
568+ 5.07% |
$75.3K - $90K
|
11.8K
$2.08M
|