First Trust Nyse Arca BiotecFBTETF

13F holders, Q1 2024 (March 31)
241holders
2famous investors
$153.76avg. 13F price*

At the end of Q1 2024, 241 institutions reported holding First Trust Nyse Arca Biotec (FBT) in their 13F filings. The largest holders were Morgan Stanley ($71.9M), Wells Fargo & Company ($66.2M) and LPL Financial LLC ($38.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
First Trust Nyse Arca Biotec
CUSIP
33733E203
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 241Q1 2024Q2 2024: 251Q2 2024Q3 2024: 257Q3 2024Q4 2024: 256Q4 2024Q1 2025: 270Q1 2025Q2 2025: 250Q2 2025Q3 2025: 253Q3 2025Q4 2025: 279Q4 2025Q1 2026: 309Q1 2026Q2 2026: 340Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions17$10.5M
Exits28$21.8M

Ownership 241 holders

Morgan Stanley 0.01% Reduce -33.5% 467,324 $71.9M
Wells Fargo & Company 0.02% Add +8.6% 430,380 $66.2M
LPL Financial LLC 0.02% Add +44.9% 250,675 $38.5M
Bank of America Corp. 0.00% Reduce -8.3% 240,898 $37.0M
UBS Group AG 0.01% Add +1.6% 232,530 $35.8M
Royal Bank of Canada 0.01% Reduce -22.3% 172,904 $26.6M
Berger Financial Group, Inc 1.87% Add +21.3% 147,773 $22.7M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -40.4% 119,345 $18.4M
Raymond James & Associates 0.01% Reduce -11.1% 111,199 $17.1M
Osaic Holdings, Inc. 0.02% Reduce -27.3% 62,387 $9.6M
Commonwealth Equity Services, LLC 0.01% Reduce -2.4% 57,584 $8.9M
Envestnet Asset Management Inc. 0.00% Reduce -5.8% 51,518 $7.9M
Ameritas Advisory Services, LLC 0.31% Add +2.7% 48,603 $7.5M
Truist Financial Corp. 0.01% Add +6.3% 42,250 $6.5M
Stifel Financial Corp. 0.01% Add +2.4% 38,756 $6.0M
D.A. Davidson & Co. 0.05% Reduce -2.1% 38,160 $5.9M
Hartford Financial Management Inc. 1.10% Add +0.8% 33,939 $5.2M
TD Waterhouse Canada Inc. 0.04% New 31,142 $4.9M
Integrated Wealth Concepts LLC 0.07% Reduce -2.3% 31,837 $4.9M
Ameriprise Financial Inc. 0.00% Reduce -1.5% 31,392 $4.8M
Janney Montgomery Scott LLC 0.01% Add +23.3% 31,242 $4.8M
Yarbrough Capital, LLC 0.21% No change 31,160 $4.8M
McGuire Investment Group, LLC 0.69% Add +5.7% 30,773 $4.7M
MML Investors Services, LLC 0.02% Add +10.7% 27,391 $4.2M
Independent Advisor Alliance 0.15% Add +4.4% 27,024 $4.2M
RPG Investment Advisory, LLC 0.62% Reduce -1.8% 26,729 $4.1M
Cetera Investment Advisers 0.01% Add +325.6% 25,190 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -0.6% 24,812 $3.8M
SFI Advisors, LLC 2.96% Add +22.0% 24,574 $3.8M
B. Riley Wealth Advisors, Inc. 0.08% Add +158.9% 20,584 $3.0M
Kestra Advisory Services, LLC 0.02% Add +31.9% 19,423 $3.0M
Benjamin F. Edwards & Company, Inc. 0.05% Add +2.8% 18,905 $2.9M
Csenge Advisory Group 0.16% Reduce -7.2% 18,724 $2.9M
Citadel Advisors 0.00% Reduce -20.8% 17,815 $2.7M
Citigroup Inc. 0.00% Add +25.1% 15,543 $2.4M
JPMorgan Chase & Co. 0.00% Reduce -15.3% 14,316 $2.2M
Tritonpoint Wealth, LLC 0.20% Reduce -6.8% 11,918 $1.9M
Quantum Private Wealth, LLC 0.67% No change 11,780 $1.8M
Brown Advisory Inc. 0.00% Reduce -2.8% 11,654 $1.8M
Ancora Advisors LLC 0.04% Reduce -1.1% 11,455 $1.8M
Private Advisor Group, LLC 0.01% Reduce -1.1% 11,437 $1.8M
TAP Consulting, LLC 0.38% New 11,321 $1.7M
Pecaut & Co. 0.61% Add +4.4% 10,627 $1.6M
Pacific Sun Financial Corp 0.92% Reduce -1.4% 10,284 $1.6M
Quad-Cities Investment Group, LLC 0.90% Add +3.2% 10,042 $1.5M
Juncture Wealth Strategies, LLC 0.66% Add +8.0% 10,027 $1.5M
Clear Harbor Asset Management, LLC 0.13% Reduce -3.2% 9,703 $1.5M
Bedell Frazier Investment Counselling, LLC 0.37% Reduce -3.9% 9,551 $1.5M
Kestra Private Wealth Services, LLC 0.03% Reduce -4.0% 9,384 $1.4M
Texas Yale Capital Corp. 0.06% No change 9,300 $1.4M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -1.2% 9,018 $1.4M
First Trust Advisors LP 0.00% Reduce -12.2% 8,950 $1.4M
Moors & Cabot, Inc. 0.07% Add +4.4% 8,734 $1.3M
Corient Private Wealth LP 0.00% Reduce -20.7% 8,491 $1.3M
MAI Capital Management 0.01% Reduce -3.6% 7,973 $1.2M
Waverly Advisors, LLC 0.03% Add +1.3% 7,917 $1.2M
Anson Capital, Inc. 1.71% Add +12.4% 7,721 $1.2M
Assetmark, Inc. 0.00% Add +25.2% 7,507 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -3.1% 7,505 $1.2M
AE Wealth Management LLC 0.01% Reduce -14.3% 7,271 $1.1M
Two Sigma Advisers, LP 0.00% Add +61.4% 7,100 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -82.6% 6,972 $1.1M
Goldman Sachs Group Inc. 0.00% Add +376.6% 6,863 $1.1M
Wealthspire Retirement, LLC 0.09% Reduce -3.9% 6,725 $1.0M
Harbour Investments, Inc. 0.04% Reduce -8.4% 6,708 $1.0M
Baird Financial Group, Inc. 0.00% Add +19.2% 6,645 $1.0M
SignalPoint Asset Management, LLC 0.27% Reduce -1.4% 6,381 $984K
Prospera Financial Services Inc 0.03% Reduce -9.3% 6,341 $975K
Rwa Wealth Partners, LLC 0.01% Reduce -54.9% 6,076 $934K
Beacon Pointe Advisors, LLC 0.01% Add +8.6% 6,047 $930K
Two Sigma Investments, LP 0.00% Add +233.3% 6,000 $923K
Cwm, LLC 0.00% Reduce -4.7% 5,992 $921K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.8% 5,849 $899K
Focus Partners Wealth 0.01% New 5,665 $871K
NewEdge Wealth, LLC 0.02% Reduce -3.0% 5,865 $862K
Atria Wealth Solutions, Inc. 0.01% Add +0.1% 5,484 $843K
Daymark Wealth Partners, LLC 0.04% Reduce -3.7% 5,238 $805K
WMG Financial Advisors, LLC 0.46% Reduce -9.1% 5,221 $803K
Mutual Advisors, LLC 0.03% Reduce -2.8% 5,173 $795K
Oppenheimer & Co. Inc. 0.01% Reduce -25.3% 5,173 $795K
GoalVest Advisory LLC 0.26% New 5,157 $793K
Cerity Partners LLC 0.00% Reduce -5.2% 5,125 $788K
MGB Wealth Management, LLC 0.31% Reduce -1.4% 4,949 $761K
First Heartland Consultants, Inc. 0.08% No change 4,794 $737K
Clear Creek Financial Management, LLC 0.09% New 4,772 $734K
Comerica Bank 0.00% Reduce -3.8% 4,746 $730K
Financial Enhancement Group LLC 0.12% Add +3.4% 4,898 $722K
Davis Investment Partners, LLC 0.31% No change 4,700 $709K
Robertson Stephens Wealth Management, LLC 0.04% Reduce -0.5% 4,521 $695K
1ST Source Bank 0.04% No change 4,404 $677K
Lake Street Private Wealth, LLC 0.09% Add +8.3% 4,311 $663K
Renaissance Technologies 0.00% Reduce -2.3% 4,300 $661K
Creative Planning 0.00% Reduce -11.4% 4,220 $649K
Steward Partners Investment Advisory, LLC 0.01% Reduce -33.5% 4,083 $628K
Sigma Planning Corp 0.02% Add +59.1% 4,074 $627K
Flagstar Securities, Inc. 0.17% Add +3.9% 4,000 $615K
Clarus Wealth Advisors 0.35% Add +5.5% 4,068 $614K
Apollon Wealth Management, LLC 0.02% Add +61.3% 3,855 $593K
NewEdge Advisors, LLC 0.01% Reduce -74.5% 3,804 $585K
Oder Investment Management, LLC 0.53% Add +7.5% 3,678 $566K

"% of holder's portfolio" is FBT's weight in each manager's 13F, not the share of First Trust Nyse Arca Biotec the manager owns.

Show all 241 holders