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Get Institutions for : 
First Trust NYSE Arca Biotech Index (FBT)  
$154.17 0.60 (0.39%) as of 4:30 Thu 6/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 245    4
Total shares held : 
4,178,528  
% of shares held : 
34.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -41  
Amount of shares held : 
-423,681  
% of shares held change : 
  -3.46%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$160.21  
Last Quarter's Ending Price : 
$153.77  
Last Quarter's Average Price
$152.48  
Change from last quarter's     
avg. price to the last closing  : 
1.69 (1.11%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 250,870
 6%
 
Increased Positions :
60
 182,204
 4.36%
 
Unchanged Positions :
70
 110,722
 2.65%
 
Decreased Positions :
97
-762,930
-18.26%
 
Closed Positions :
22
-93,825
-2.25%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1427 - 2024-03-31 467,324 $71,861,000 -235,510
   BANK OF AMERICA CORP /DE/ 1566 - 2024-03-31 212,597 $32,691,000 -50,043
   ROYAL BANK OF CANADA 985 - 2024-03-31 172,904 $26,587,000 -49,560
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 537 - 2024-03-31 119,345 $18,352,000 -80,762
   RAYMOND JAMES & ASSOCIATES 845 - 2024-03-31 111,199 $17,099,000 -13,879
   Advisor Group Holdings Inc. 713 - 2024-03-31 62,387 $9,590,000 -23,369
   COMMONWEALTH EQUITY SERVICES LLC. 838 - 2024-03-31 57,584 $8,855,000 -1,415
   ENVESTNET ASSET MANAGEMENT INC 1671 - 2024-03-31 51,518 $7,922,000 -3,162
   DAVIDSON D A & CO 262 - 2024-03-31 38,160 $5,868,000 -821
   Integrated Wealth Concepts LLC 266 - 2024-03-31 31,837 $4,896,000 -732
   AMERIPRISE FINANCIAL INC 2324 - 2024-03-31 31,392 $4,845,000 -473
   RPG Investment Advisory LLC 52 - 2024-03-31 26,729 $4,110,000 -488
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 901 - 2024-03-31 24,812 $3,815,000 -140
   FINANCIAL NETWORK 823 - 2024-03-31 19,968 $3,070,000 -376
   Csenge Advisory Group 114 - 2024-03-31 18,724 $2,879,000 -1,455
   CITADEL ADVISORS LLC 2150 - 2024-03-31 17,815 $2,739,000 -4,691
   J P MORGAN CHASE & CO 2914 - 2024-03-31 14,316 $2,201,000 -2,584
   TRITONPOINT WEALTH LLC 109 - 2024-03-31 11,918 $1,884,000 -877
   BROWN ADVISORY HOLDINGS INC 662 - 2024-03-31 11,654 $1,792,000 -331
   ANCORA ADVISORS, LLC 286 - 2024-03-31 11,455 $1,761,000 -133
   Private Advisor Group LLC 872 - 2024-03-31 11,437 $1,759,000 -124
   PACIFIC SUN FINANCIAL CORP 31 - 2024-03-31 10,284 $1,581,000 -150
   CLEAR HARBOR ASSET MANAGEMENT, LLC 125 - 2024-03-31 9,703 $1,492,000 -320
   BEDELL INVESTMENT COUNSELLING 57 - 2024-03-31 9,551 $1,469,000 -388
   KESTRA PRIVATE WEALTH SERVICES LLC 459 - 2024-03-31 9,384 $1,443,000 -391
   MCKINLEY CARTER WEALTH SERVICES, INC. 142 - 2024-03-31 9,018 $1,387,000 -109
   FIRST TRUST ADVISORS LP 1883 - 2024-03-31 8,950 $1,377,000 -1,243
   CI Private Wealth LLC 1214 - 2024-03-31 8,491 $1,306,000 -2,221
   MCCORMACK ADVISORS INTERNATIONAL 457 - 2024-03-31 7,973 $1,226,000 -297
   HARBOUR INVESTMENTS INC. 332 - 2023-12-31 7,320 $1,157,000 -1,044
   PINNACLE ASSOCIATES LTD 460 - 2024-03-31 7,505 $1,154,000 -244
   AE Wealth Management LLC 627 - 2024-03-31 7,271 $1,118,000 -1,217
   PROSPERA FINANCIAL SERVICES 441 - 2023-12-31 6,992 $1,105,000 -27,705
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2466 - 2024-03-31 6,972 $1,072,000 -33,090
   SIGNALPOINT ASSET MANAGEMENT, LLC 79 - 2024-03-31 6,381 $984,000 -93
   Adviser Investments LLC 313 - 2024-03-31 6,076 $934,000 -7,386
   CWM LLC 888 - 2024-03-31 5,992 $921,000 -297
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1032 - 2024-03-31 5,849 $899,000 -169
   WADE G W & INC 240 - 2023-12-31 5,475 $865,000 -145
   NewEdge Wealth LLC 451 - 2024-03-31 5,865 $862,000 -184
   DAYMARK WEALTH PARTNERS LLC 217 - 2024-03-31 5,238 $805,000 -201
   WMG Financial Advisors LLC 43 - 2024-03-31 5,221 $803,000 -523
   OPPENHEIMER & CO INC 826 - 2024-03-31 5,173 $795,000 -1,751
   Mutual Advisors LLC 548 - 2024-03-31 5,173 $795,000 -147
   HPM Partners LLC 1386 - 2024-03-31 5,125 $788,000 -280
   MGB Wealth Management LLC 80 - 2024-03-31 4,949 $761,000 -70
   COMERICA BANK 1698 - 2024-03-31 4,746 $730,000 -189
   Robertson Stephens Wealth Management LLC 282 - 2024-03-31 4,521 $695,000 -22
   RENAISSANCE TECHNOLOGIES LLC 2740 - 2024-03-31 4,300 $661,000 -100
   CREATIVE PLANNING 1649 - 2024-03-31 4,220 $649,000 -544
   Steward Partners Investment Advisory LLC 958 - 2024-03-31 4,083 $628,000 -2,056
   Goss Wealth Management LLC 1235 - 2024-03-31 3,804 $585,000 -11,106
   FLOW TRADERS U.S. LLC 430 - 2024-03-31 3,463 $533,000 -145
   OXBOW ADVISORS, LLC 128 - 2024-03-31 3,103 $477,000 -1,821
   IFP Advisors Inc 587 - 2023-12-31 2,869 $454,000 -17
   Financial Advocates Investment Management 476 - 2024-03-31 2,945 $453,000 -225
   Arkadios Wealth Advisors 418 - 2024-03-31 2,794 $430,000 -224
   Gladstone Institutional Advisory LLC 467 - 2024-03-31 2,583 $397,000 -1,026
   Equitable Holdings Inc. 895 - 2024-03-31 2,478 $381,000 -323
   Diversified LLC 105 - 2024-03-31 2,410 $371,000 -120
   Twin Peaks Wealth Advisors LLC 83 - 2024-03-31 2,401 $369,000 -83
   RDA Financial Network 158 - 2024-03-31 2,367 $364,000 -4
   NBC SECURITIES INC. 564 - 2024-03-31 2,206 $339,000 -103
   American Financial Advisors LLC 102 - 2024-03-31 2,178 $335,000 -168
   TFG Advisers LLC 152 - 2024-03-31 2,138 $329,000 -80
   Stratos Wealth Partners LTD. 1071 - 2024-03-31 2,003 $308,000 -3,443
   TWO SIGMA SECURITIES LLC 699 - 2024-03-31 1,752 $269,000 -1,328
   Strategic Blueprint LLC 510 - 2024-03-31 1,733 $266,000 -17
   Cornell Pochily Investment Advisors Inc. 150 - 2024-03-31 1,647 $253,000 -45
   Gateway Wealth Partners LLC 201 - 2024-03-31 1,595 $245,000 -217
   REGAL INVESTMENT ADVISORS, LLC 507 - 2024-03-31 1,552 $239,000 -6
   Novak & Powell Financial Services Inc. 117 - 2024-03-31 1,512 $233,000 -198
   JANE STREET GROUP LLC 4626 - 2024-03-31 1,486 $229,000 -10,540
   Global Retirement Partners LLC 747 - 2024-03-31 1,456 $224,000 -77
   NORTHERN TRUST CORP 3871 - 2024-03-31 1,384 $213,000 -18
   Walker Asset Management LLC 130 - 2024-03-31 1,359 $209,000 -2
   STOCK YARDS BANK & TRUST CO 385 - 2024-03-31 1,320 $203,000 -350
   IHT Wealth Management LLC 949 - 2024-03-31 1,301 $200,000 -3,484
   BLAIR WILLIAM & CO/IL 1441 - 2024-03-31 1,022 $157,000 -8
   FMR LLC 2957 - 2024-03-31 990 $152,000 -456
   Householder Group Estate & Retirement Specialist L 291 - 2024-03-31 932 $143,000 -83
   PNC FINANCIAL SERVICES GROUP INC 2444 - 2024-03-31 848 $130,000 -153
   CREATIVE FINANCIAL DESIGNS INC /ADV 546 - 2024-03-31 706 $109,000 -2,769
   Nelson Van Denburg & Campbell Wealth Management Gr 1005 - 2024-03-31 590 $91,000 -855
   Sunbelt Securities Inc. 758 - 2024-03-31 517 $79,000 -1,362
   Geneos Wealth Management Inc. 968 - 2024-03-31 435 $67,000 -73
   PRIVATE TRUST CO NA 1010 - 2024-03-31 422 $65,000 -77
   Capital Investment Advisory Services LLC 634 - 2024-03-31 372 $57,000 -286
   Eukles Asset Management 107 - 2024-03-31 367 $56,000 -145
   COUNTRY TRUST BANK 175 - 2024-03-31 293 $45,000 -58
   SANDY SPRING BANK 720 - 2024-03-31 149 $23,000 -160
   Beacon Capital Management LLC 541 - 2024-03-31 80 $12,000 -4
   US BANCORP 3556 - 2024-03-31 19 $3,000 -132
   Parallel Advisors LLC 2637 - 2024-03-31 21 $3,000 -15
   TOWER RESEARCH CAPITAL LLC 5480 - 2024-03-31 2 $0 -1

  95 Records found
  1    
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