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 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,745
shares
|
$487,182
0.18% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
2,631
shares
|
$466,949
0.11% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,617
shares
|
$464,465
0.04% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,463
shares
|
$437,133
0.01% of portfolio
|
Q3 2024
Reduced 10.76%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,410
shares
|
$427,726
0.05% of portfolio
|
Q1 2024
Reduced 4.74%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,410
shares
|
$427,726
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,393
shares
|
$424,709
0.02% of portfolio
|
Q2 2024
Added 45.65%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,353
shares
|
$417,610
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
2,280
shares
|
$404,654
0.04% of portfolio
|
Q3 2024
Reduced 16.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,253
shares
|
$399,862
0.0% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,226
shares
|
$395,070
0.01% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
2,204
shares
|
$391,165
0.17% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,160
shares
|
$383,356
0.04% of portfolio
|
Q4 2023
Reduced 4.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,117
shares
|
$375,725
0.01% of portfolio
|
Q3 2024
Reduced 32.64%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,111
shares
|
$374,660
0.05% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
2,109
shares
|
$374,305
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,058
shares
|
$365,253
0.05% of portfolio
|
Q2 2024
Reduced 5.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,022
shares
|
$358,864
0.0% of portfolio
|
Q2 2024
Reduced 29.84%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
1,969
shares
|
$349,458
0.0% of portfolio
|
Q2 2024
Added 28.19%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,950
shares
|
$346,086
0.24% of portfolio
|
Q4 2021
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
1,938
shares
|
$343,956
0.06% of portfolio
|
Q1 2022
Reduced 17.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
1,910
shares
|
$338,986
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
1,909
shares
|
$338,809
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
1,832
shares
|
$325,143
0.09% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
1,800
shares
|
$319,464
0.18% of portfolio
|
Q2 2023
New holding
|