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Get Institutions for : 
First Trust NYSE Arca Biotech Index (FBT)  
$152.28 1.16 (0.76%) as of 4:30 Fri 5/17


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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 : 
 $145.07  
Last Quarter's Ending Price : 
 $158.06  
Last Quarter's Average Price : 
 $143.65  
Change from last quarter's     
avg. price to the last closing  : 
8.63 (6.01%)  




 
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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WELLS FARGO & CO/MN 619 - 2024-03-31 430,380 $66,180,000 34,083
   LPL FINANCIAL CORP 642 - 2024-03-31 250,675 $38,546,000 77,701
   UBS Group AG 910 - 2024-03-31 232,530 $35,756,000 3,607
   Berger Financial Group Inc 8 - 2024-03-31 147,773 $22,723,000 25,907
   Ameritas Advisory Services LLC 66 - 2024-03-31 48,603 $7,468,000 1,263
   BB&T CORP 777 - 2024-03-31 42,250 $6,497,000 2,515
   STIFEL FINANCIAL CORP 1046 - 2024-03-31 38,756 $5,960,000 910
   Laurel Wealth Advisors Inc. 42 - 2022-12-31 35,042 $5,401,000 2,839
   HARTFORD FINANCIAL MANAGEMENT INC. 28 - 2024-03-31 33,939 $5,219,000 256
   JANNEY MONTGOMERY SCOTT LLC 777 - 2024-03-31 31,242 $4,804,000 5,908
   McGuire Investment Group LLC 41 - 2024-03-31 30,773 $4,732,000 1,648
   MML INVESTORS SERVICES LLC 712 - 2024-03-31 27,391 $4,212,000 2,641
   Independent Advisor Alliance 120 - 2024-03-31 27,024 $4,155,000 1,131
   SFI Advisors LLC 15 - 2024-03-31 24,574 $3,779,000 4,435
   NATIONAL ASSET MANAGEMENT, INC. 241 - 2024-03-31 20,584 $3,012,000 12,634
   Kestra Advisory Services LLC 704 - 2024-03-31 19,423 $2,987,000 4,694
   BENJAMIN F. EDWARDS & COMPANY INC. 293 - 2024-03-31 18,905 $2,907,000 508
   CITIGROUP INC 1658 - 2024-03-31 15,543 $2,390,000 3,121
   TAP Consulting LLC 76 - 2024-03-31 11,321 $1,741,000 11,321
   PECAUT & CO. 31 - 2024-03-31 10,627 $1,634,000 446
   Quad-Cities Investment Group LLC 29 - 2024-03-31 10,042 $1,544,000 312
   JUNCTURE WEALTH STRATEGIES LLC 27 - 2024-03-31 10,027 $1,542,000 746
   Moors & Cabot Inc. 240 - 2024-03-31 8,734 $1,343,000 365
   WARREN AVERETT ASSET MANAGEMENT, LLC 334 - 2024-03-31 7,917 $1,217,000 100
   Anson Capital Inc. 20 - 2024-03-31 7,721 $1,187,000 852
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 693 - 2024-03-31 7,507 $1,154,000 1,513
   TWO SIGMA ADVISERS, LLC 1544 - 2024-03-31 7,100 $1,092,000 2,700
   GOLDMAN SACHS GROUP INC/ 3540 - 2024-03-31 6,863 $1,055,000 5,423
   Baird Financial Group Inc. 1152 - 2024-03-31 6,645 $1,022,000 1,070
   Beacon Pointe Advisors LLC 706 - 2024-03-31 6,047 $930,000 480
   TWO SIGMA INVESTMENTS LLC 1894 - 2024-03-31 6,000 $923,000 4,200
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1019 - 2023-09-30 6,032 $883,000 115
   Atria Wealth Solutions Inc. 982 - 2024-03-31 5,484 $843,000 4
   Financial Enhancement Group LLC 87 - 2024-03-31 4,898 $722,000 163
   LAKE STREET FINANCIAL LLC 191 - 2024-03-31 4,311 $663,000 330
   MULTIFINANCIAL SECURITIES CORP 1430 - 2024-03-31 4,177 $642,000 604
   Sigma Planning Corp 661 - 2024-03-31 4,074 $627,000 1,514
   SIGNATURE SECURITIES GROUP CORPORATION 108 - 2024-03-31 4,000 $615,000 151
   Clarus Wealth Advisors 63 - 2024-03-31 4,068 $614,000 213
   Apollon Wealth Management LLC 635 - 2024-03-31 3,855 $593,000 1,465
   Oder Investment Management LLC 60 - 2024-03-31 3,678 $566,000 257
   Emerald Investment Partners LLC 184 - 2024-03-31 3,648 $561,000 136
   WEALTH EFFECTS LLC 102 - 2024-03-31 3,445 $530,000 21
   H D Vest Advisory Services 1004 - 2024-03-31 3,418 $526,000 21
   Pine Valley Investments Ltd Liability Co 283 - 2024-03-31 3,342 $514,000 39
   Belpointe Asset Management LLC 431 - 2024-03-31 3,298 $507,000 1,409
   BANK OF MONTREAL /CAN/ 2099 - 2024-03-31 3,062 $474,000 2,675
   SRS Capital Advisors Inc. 192 - 2024-03-31 2,937 $452,000 1,436
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1642 - 2024-03-31 2,882 $443,000 450
   Snowden Capital Advisors LLC 808 - 2024-03-31 2,811 $432,000 862
   Campbell Wealth Management 54 - 2024-03-31 2,529 $389,000 1,026
   GPS Wealth Strategies Group LLC 190 - 2024-03-31 2,214 $340,000 179
   Stablepoint Partners LLC 207 - 2024-03-31 2,135 $328,000 588
   JONES FINANCIAL COMPANIES LLLP 388 - 2024-03-31 2,119 $326,000 846
   WealthCare Investment Partners LLC 110 - 2024-03-31 1,841 $283,000 30
   Summit Financial LLC 342 - 2024-03-31 1,643 $253,000 225
   LINCOLN NATIONAL CORP 1091 - 2024-03-31 1,421 $219,000 73
   TD CAPITAL MANAGEMENT LLC 115 - 2024-03-31 1,072 $165,000 727
   Coppell Advisory Solutions LLC 403 - 2023-12-31 504 $80,000 481
   NORTH STAR INVESTMENT MANAGEMENT CORP. 714 - 2024-03-31 149 $23,000 74
  60 Records found
  1    
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