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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
   Yarbrough Capital LLC 51 - 2024-03-31 31,160 $4,791,000 0
   Quantum Private Wealth LLC 32 - 2024-03-31 11,780 $1,811,000 0
   YALE CAPITAL CORP 217 - 2024-03-31 9,300 $1,430,000 0
   FIRST HEARTLAND CONSULTANTS INC 197 - 2024-03-31 4,794 $737,000 0
   Davis Investment Partners LLC 58 - 2024-03-31 4,700 $709,000 0
   1ST SOURCE BANK 163 - 2024-03-31 4,404 $677,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 455 - 2024-03-31 3,316 $524,000 0
   Resources Investment Advisors Inc. 726 - 2024-03-31 3,384 $520,000 0
   STEPHENS INC /AR/ 878 - 2024-03-31 2,767 $425,000 0
   COZAD ASSET MANAGEMENT INC 303 - 2024-03-31 2,160 $332,000 0
   RWM Asset Management LLC 126 - 2024-03-31 1,938 $298,000 0
   Virtue Capital Management LLC 300 - 2024-03-31 1,915 $286,000 0
   Milestone Advisory Partners 55 - 2023-09-30 1,950 $285,000 0
   ICAPITAL WEALTH LLC 79 - 2024-03-31 1,800 $277,000 0
   Family Asset Management LLC 94 - 2024-03-31 1,625 $250,000 0
   Shepherd Financial Partners LLC 195 - 2024-03-31 1,566 $241,000 0
   Resolute Wealth Strategies LLC 84 - 2024-03-31 1,560 $240,000 0
   Capital Analysts Inc. 411 - 2024-03-31 1,557 $239,000 0
   Western Wealth Management LLC 580 - 2024-03-31 1,511 $232,000 0
   Jacobi Capital Management LLC 447 - 2024-03-31 1,454 $224,000 0
   Hartland & Co. LLC 487 - 2024-03-31 1,179 $178,000 0
   BARRETT & COMPANY INC. 151 - 2024-03-31 960 $148,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 231 - 2023-06-30 938 $144,000 0
   KENFARB & CO. 116 - 2023-09-30 874 $128,000 0
   HARBOR INVESTMENT ADVISORY LLC 443 - 2024-03-31 665 $102,000 0
   BESSEMER GROUP INC 1194 - 2024-03-31 600 $92,000 0
   BENJAMIN EDWARDS INC 419 - 2024-03-31 595 $91,000 0
   Clear Point Advisors Inc. 175 - 2024-03-31 395 $61,000 0
   Private Ocean LLC 229 - 2024-03-31 369 $57,000 0
   Founders Financial Alliance LLC 377 - 2024-03-31 339 $52,000 0
   Dynamic Wealth Strategies LLC 128 - 2024-03-31 318 $49,000 0
   DHJJ Financial Advisors Ltd. 278 - 2024-03-31 289 $44,000 0
   WEBSTER BANK 381 - 2024-03-31 238 $37,000 0
   Cedar Mountain Advisors LLC 92 - 2024-03-31 242 $37,000 0
   PRINCIPAL SECURITIES INC. 1763 - 2024-03-31 201 $31,000 0
   BALDWIN BROTHERS INC/MA 436 - 2024-03-31 200 $31,000 0
   NATIONAL BANK OF CANADA /FI/ 1727 - 2024-03-31 200 $30,000 0
   Wagner Wealth Management LLC 182 - 2024-03-31 167 $26,000 0
   Financial Perspectives Inc 360 - 2024-03-31 148 $23,000 0
   SIGNATUREFD, LLC 1926 - 2024-03-31 151 $23,000 0
   BLACKROCK INC. 4689 - 2024-03-31 151 $23,000 0
   GAMMA Investing LLC 1543 - 2024-03-31 152 $23,000 0
   Planning Capital Management Corp 294 - 2024-03-31 126 $19,000 0
   SUMMIT INVESTMENT ADVISORS INC 2573 - 2024-03-31 125 $19,000 0
   MCF Advisors LLC 539 - 2024-03-31 120 $18,000 0
   Financial Freedom LLC 237 - 2024-03-31 118 $18,000 0
   WHITTIER TRUST CO OF NEVADA INC 886 - 2024-03-31 105 $16,000 0
   Tidemark LLC 369 - 2024-03-31 105 $16,000 0
   Mascoma Wealth Management LLC 276 - 2024-03-31 98 $15,000 0
   Hexagon Capital Partners LLC 757 - 2024-03-31 100 $15,000 0
   New England Capital Financial Advisors LLC 203 - 2024-03-31 96 $15,000 0
   ATWOOD & PALMER INC 296 - 2024-03-31 75 $12,000 0
   Global Trust Asset Management LLC 348 - 2024-03-31 80 $12,000 0
   BIDWELL C M & ASSOCIATES LTD/ 280 - 2024-03-31 75 $12,000 0
   HANSON MCCLAIN, INC. 2087 - 2024-03-31 64 $10,000 0
   DB Wealth Management Group LLC 286 - 2023-12-31 65 $10,000 0
   WETZEL INVESTMENT ADVISORS INC. 538 - 2024-03-31 65 $9,000 0
   Pacific Center for Financial Services 296 - 2023-12-31 52 $8,000 0
   Farther Finance Advisors LLC 1832 - 2024-03-31 50 $8,000 0
   Addison Advisors LLC 542 - 2024-03-31 41 $6,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 675 - 2024-03-31 37 $6,000 0
   Column Capital Advisors LLC 617 - 2023-09-30 25 $4,000 0
   ICA Group Wealth Management LLC 1109 - 2024-03-31 20 $3,000 0
   HOEY INVESTMENTS INC 284 - 2024-03-31 15 $2,000 0
   Covestor Ltd 1838 - 2024-03-31 13 $2,000 0
   Archer Investment Corp 883 - 2024-03-31 13 $2,000 0
   GHP INVESTMENT ADVISORS INC 765 - 2024-03-31 12 $2,000 0
   Dunhill Financial LLC 606 - 2024-03-31 9 $1,000 0
   PROEQUITIES INC. 3060 - 2024-03-31 0 $0 0
   GUARDIAN WEALTH ADVISORS LLC / NC 455 - 2024-03-31 2 $0 0
   Aptus Capital Advisors LLC 1161 - 2024-03-31 2 $0 0
  71 Records found
  1    
  Page 1 of 1
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