Latest Institutional Purchases of First Trust Nyse Arca Biotechn (FBT)
This list provides information on the latest institutional transactions involving First Trust Nyse Arca Biotechn (FBT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
250+ 36.34% |
$37K - $41.3K
|
938
$167K
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
173New |
$25.6K - $28.6K
|
173
$30.8K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
100New |
$14.8K - $16.5K
|
100
$17.8K
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
98New |
$14.5K - $16.2K
|
98
$17.4K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
60New |
$8.88K - $9.92K
|
60
$10.7K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
13+ 650.0% |
$1.92K - $2.15K
|
15
$2.67K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
13New |
$1.92K - $2.15K
|
13
$2.31K
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
22.1KNew |
$2.94M - $3.52M
|
22.1K
$3.93M
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
4.7KNew |
$624K - $747K
|
4.7K
$836K
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
4.53KNew |
$602K - $720K
|
4.53K
$806K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.84K+ 8.82% |
$377K - $452K
|
35K
$6.23M
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.22KNew |
$295K - $353K
|
2.22K
$395K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.83KNew |
$243K - $291K
|
1.83K
$326K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.64KNew |
$217K - $260K
|
1.64K
$291K
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.42KNew |
$189K - $226K
|
1.42K
$253K
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
600New |
$79.7K - $95.4K
|
600
$107K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
424+ 785.19% |
$56.3K - $67.4K
|
478
$85K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
328+ 100.0% |
$43.6K - $52.2K
|
656
$117K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
285New |
$37.9K - $45.3K
|
285
$50.7K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
225New |
$29.9K - $35.8K
|
225
$40K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
154New |
$20.5K - $24.5K
|
154
$27.4K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
118New |
$15.7K - $18.8K
|
118
$21K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
65New |
$8.64K - $10.3K
|
65
$11.6K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
62New |
$8.24K - $9.86K
|
62
$11K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
37New |
$4.92K - $5.88K
|
37
$6.58K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
23New |
$3.06K - $3.66K
|
23
$4.09K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
19New |
$2.52K - $3.02K
|
19
$3.38K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
600New |
$77.2K - $89.9K
|
600
$107K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
CALL |
400+ 100.0% |
$51.4K - $59.9K
|
800
$142K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
306New |
$39.4K - $45.8K
|
306
$54.4K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
253New |
$32.5K - $37.9K
|
253
$45K
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
80New |
$10.3K - $12K
|
80
$14.2K
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
BUY
|
- |
35.3KNew |
$4.35M - $5.49M
|
35.3K
$6.28M
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
10.3KNew |
$1.27M - $1.6M
|
10.3K
$1.82M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.13KNew |
$139K - $175K
|
1.13K
$201K
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
320New |
$39.5K - $49.8K
|
320
$56.9K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
232New |
$28.6K - $36.1K
|
232
$41.3K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
200New |
$24.7K - $31.1K
|
200
$35.6K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
165New |
$20.3K - $25.7K
|
165
$29.4K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
108New |
$13.3K - $16.8K
|
108
$19.2K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
50New |
$6.17K - $7.78K
|
50
$8.9K
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
37New |
$4.56K - $5.75K
|
37
$6.58K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
15New |
$1.85K - $2.33K
|
15
$2.67K
|
|
Jul 29, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
5+ 0.03% |
$617 - $778
|
15.1K
$2.69M
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3New |
$370 - $467
|
3
$534
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200+ 13.24% |
$27.5K - $32.6K
|
1.71K
$304K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
120New |
$16.5K - $19.6K
|
120
$21.3K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
5New |
$686 - $815
|
5
$890
|
|
Q4 2021 | |||||||
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
31.2KNew |
$4.77M - $5.29M
|
31.2K
$5.54M
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
1.95KNew |
$299K - $331K
|
1.95K
$347K
|