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Get Institutions for : 
First Trust NYSE Arca Biotech Index (FBT)  
$171.56 0.16 (0.09%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 241    3
Total shares held : 
 3,415,972  
% of shares held : 
 27.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 -91,331  
% of shares held change : 
   -0.75%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $154.01  
Last Quarter's Ending Price : 
 $153.99  
Last Quarter's Average Price : 
 $150.16  
Change from last quarter's     
avg. price to the last closing  : 
21.40 (14.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 82,198
 2.41%
 
Increased Positions :
64
 220,084
 6.44%
 
Unchanged Positions :
71
 146,172
 4.28%
 
Decreased Positions :
86
-340,872
-9.98%
 
Closed Positions :
23
-52,741
-1.54%
 
Guru Positions :
0
 0%
 
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 period: 3-31-2024 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
   MORGAN STANLEY 1509 - 2024-06-30 417,433 $64,281,000 -49,891
   WELLS FARGO & CO/MN 659 - 2024-06-30 373,032 $57,443,000 -57,348
   UBS Group AG 989 - 2024-06-30 200,288 $30,842,000 -32,242
   LPL FINANCIAL CORP 771 - 2024-06-30 199,355 $30,699,000 -51,320
   RAYMOND JAMES & ASSOCIATES 1045 - 2024-06-30 80,158 $12,344,000 -31,041
   COMMONWEALTH EQUITY SERVICES LLC. 890 - 2024-06-30 53,511 $8,240,000 -4,073
   Advisor Group Holdings Inc. 724 - 2024-06-30 53,299 $8,207,000 -9,088
   ENVESTNET ASSET MANAGEMENT INC 1719 - 2024-06-30 50,092 $7,714,000 -1,426
   DAVIDSON D A & CO 266 - 2024-06-30 37,510 $5,776,000 -650
   STIFEL FINANCIAL CORP 1115 - 2024-06-30 33,038 $5,088,000 -5,718
   Integrated Wealth Concepts LLC 270 - 2024-06-30 31,136 $4,795,000 -701
   McGuire Investment Group LLC 41 - 2024-06-30 30,647 $4,719,000 -126
   AMERIPRISE FINANCIAL INC 2291 - 2024-06-30 30,324 $4,672,000 -1,068
   JANNEY MONTGOMERY SCOTT LLC 781 - 2024-06-30 27,809 $4,282,000 -3,433
   RPG Investment Advisory LLC 53 - 2024-06-30 26,565 $4,091,000 -164
   Cetera Investment Advisers 1157 - 2024-06-30 24,220 $3,730,000 -970
   FINANCIAL NETWORK 823 - 2024-03-31 19,968 $3,070,000 -376
   BENJAMIN F. EDWARDS & COMPANY INC. 308 - 2024-06-30 18,899 $2,910,000 -6
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1103 - 2024-06-30 16,989 $2,616,000 -7,823
   J P MORGAN CHASE & CO 2955 - 2024-06-30 12,670 $1,951,000 -1,646
   BROWN ADVISORY HOLDINGS INC 653 - 2024-06-30 11,489 $1,769,000 -165
   ANCORA ADVISORS, LLC 282 - 2024-06-30 11,247 $1,732,000 -208
   Kestra Advisory Services LLC 1036 - 2024-06-30 11,069 $1,705,000 -8,354
   Quantum Private Wealth LLC 33 - 2024-06-30 10,958 $1,687,000 -822
   Private Advisor Group LLC 943 - 2024-06-30 10,494 $1,616,000 -943
   Quad-Cities Investment Group LLC 31 - 2024-06-30 9,907 $1,526,000 -135
   PACIFIC SUN FINANCIAL CORP 33 - 2024-06-30 9,802 $1,509,000 -482
   BEDELL INVESTMENT COUNSELLING 58 - 2024-06-30 9,372 $1,443,000 -179
   CLEAR HARBOR ASSET MANAGEMENT, LLC 131 - 2024-06-30 8,693 $1,339,000 -1,010
   MCKINLEY CARTER WEALTH SERVICES, INC. 146 - 2024-06-30 8,317 $1,281,000 -701
   PINNACLE ASSOCIATES LTD 454 - 2024-06-30 7,080 $1,090,000 -425
   FIRST TRUST ADVISORS LP 1956 - 2024-06-30 6,382 $983,000 -2,568
   HARBOUR INVESTMENTS INC. 437 - 2024-06-30 6,079 $936,000 -629
   AE Wealth Management LLC 727 - 2024-06-30 5,741 $884,000 -1,530
   WADE G W & INC 240 - 2023-12-31 5,475 $865,000 -145
   Atria Wealth Solutions Inc. 958 - 2024-06-30 5,454 $840,000 -30
   Mutual Advisors LLC 542 - 2024-06-30 5,022 $833,000 -151
   Adviser Investments LLC 330 - 2024-06-30 5,369 $827,000 -707
   CI Private Wealth LLC 1398 - 2024-06-30 5,298 $816,000 -3,193
   PROSPERA FINANCIAL SERVICES 568 - 2024-06-30 5,133 $790,000 -1,208
   HPM Partners LLC 1337 - 2024-06-30 5,031 $775,000 -94
   FIRST HEARTLAND CONSULTANTS INC 221 - 2024-06-30 4,225 $651,000 -569
   Clarus Wealth Advisors 63 - 2024-06-30 3,996 $625,000 -72
   TWO SIGMA ADVISERS, LLC 1793 - 2024-06-30 4,000 $616,000 -3,100
   Sigma Planning Corp 636 - 2024-06-30 3,992 $615,000 -82
   SIGNATURE SECURITIES GROUP CORPORATION 112 - 2024-06-30 3,953 $609,000 -47
   Steward Partners Investment Advisory LLC 980 - 2024-06-30 3,911 $602,000 -172
   CREATIVE PLANNING 1794 - 2024-06-30 3,908 $602,000 -312
   Apollon Wealth Management LLC 614 - 2024-06-30 3,842 $592,000 -13
   MML INVESTORS SERVICES LLC 1675 - 2024-06-30 3,804 $586,000 -23,587
   WMG Financial Advisors LLC 54 - 2024-06-30 3,507 $540,000 -1,714
   Oder Investment Management LLC 66 - 2024-06-30 3,268 $503,000 -410
   COMERICA BANK 1843 - 2024-06-30 3,238 $499,000 -1,508
   LEVEL FOUR ADVISORY SERVICES LLC 490 - 2024-06-30 3,200 $493,000 -116
   Robertson Stephens Wealth Management LLC 326 - 2024-06-30 3,167 $488,000 -1,354
   WEALTH EFFECTS LLC 112 - 2024-06-30 2,945 $454,000 -500
   TWO SIGMA INVESTMENTS LLC 2300 - 2024-06-30 2,800 $431,000 -3,200
   IFP Advisors Inc 698 - 2024-06-30 2,769 $426,000 -5
   Resources Investment Advisors Inc. 967 - 2024-06-30 2,760 $425,000 -624
   TRITONPOINT WEALTH LLC 223 - 2024-06-30 2,740 $422,000 -9,178
   MGB Wealth Management LLC 134 - 2024-06-30 2,409 $387,000 -2,540
   Snowden Capital Advisors LLC 877 - 2024-06-30 2,323 $358,000 -488
   Twin Peaks Wealth Advisors LLC 92 - 2024-06-30 2,311 $356,000 -90
   Equitable Holdings Inc. 941 - 2024-06-30 2,293 $353,000 -185
   Arkadios Wealth Advisors 586 - 2024-06-30 2,241 $345,000 -553
   GPS Wealth Strategies Group LLC 197 - 2024-06-30 2,196 $338,000 -18
   American Financial Advisors LLC 107 - 2024-06-30 2,058 $317,000 -120
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1933 - 2024-06-30 2,022 $311,000 -860
   Virtue Capital Management LLC 285 - 2024-06-30 1,892 $307,000 -23
   Stratos Wealth Partners LTD. 1079 - 2024-06-30 1,910 $294,000 -93
   Gladstone Institutional Advisory LLC 550 - 2024-06-30 1,881 $290,000 -702
   OXBOW ADVISORS, LLC 186 - 2024-06-30 1,735 $267,000 -1,368
   Strategic Blueprint LLC 516 - 2024-06-30 1,680 $259,000 -53
   Financial Advocates Investment Management 622 - 2024-06-30 1,590 $245,000 -1,355
   Cornell Pochily Investment Advisors Inc. 149 - 2024-06-30 1,581 $244,000 -66
   WealthCare Investment Partners LLC 122 - 2024-06-30 1,548 $238,000 -293
   BANK OF MONTREAL /CAN/ 2565 - 2024-06-30 1,405 $222,000 -1,657
   Resolute Wealth Strategies LLC 86 - 2024-06-30 1,420 $219,000 -140
   Jacobi Capital Management LLC 484 - 2024-06-30 1,402 $216,000 -52
   TFG Advisers LLC 188 - 2024-06-30 1,405 $216,000 -733
   Coppell Advisory Solutions LLC 435 - 2024-06-30 424 $65,000 -80
   CREATIVE FINANCIAL DESIGNS INC /ADV 683 - 2024-06-30 418 $64,000 -288
   BLAIR WILLIAM & CO/IL 1566 - 2024-06-30 400 $62,000 -622
   Nelson Van Denburg & Campbell Wealth Management Gr 1027 - 2024-06-30 390 $60,000 -200
   Eukles Asset Management 105 - 2024-06-30 362 $56,000 -5
   Sunbelt Securities Inc. 964 - 2024-06-30 249 $38,000 -268
   NORTH STAR INVESTMENT MANAGEMENT CORP. 779 - 2024-06-30 75 $12,000 -74
   Parallel Advisors LLC 2733 - 2024-06-30 13 $2,000 -8
   Sound Income Strategies LLC 1404 - 2024-06-30 1 $0 -77
  89 Records found
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