First Trust Nyse Arca BiotecFBTETF

13F holders, Q1 2025 (March 31)
270holders +14
30new positions
16sold out
1famous investor
$168.75avg. 13F price*

At the end of Q1 2025, 270 institutions reported holding First Trust Nyse Arca Biotec (FBT) in their 13F filings, up 14 from Q4 2024. 30 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($61.3M), UBS Group AG ($34.2M) and Wells Fargo & Company ($33.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions30$30.6M
Exits16$10.3M

All 13F filers, Q4 2024 → Q1 2025: 344,384 shares bought and 333,201 shares sold, net +11,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 270 holders

Morgan Stanley 0.00% Reduce -15.1% 360,569 $61.3M
UBS Group AG 0.01% Add +3.7% 201,246 $34.2M
Wells Fargo & Company 0.01% Add +3.0% 195,571 $33.3M
Bank of America Corp. 0.00% Reduce -11.7% 192,991 $32.8M
LPL Financial LLC 0.01% Reduce -1.9% 183,813 $31.3M
Royal Bank of Canada 0.01% Add +3.0% 158,789 $27.0M
Raymond James Financial Inc. 0.01% Reduce -6.3% 156,503 $26.6M
Envestnet Asset Management Inc. 0.01% Add +1.8% 115,540 $19.7M
Berger Financial Group, Inc 1.31% Reduce -28.1% 110,974 $18.9M
Stonebridge Financial Group, LLC 1.39% New 76,802 $13.1M
RPG Investment Advisory, LLC 0.63% Add +98.7% 52,098 $8.9M
Csenge Advisory Group 0.47% Add +4.5% 54,039 $8.2M
Two Sigma Investments, LP 0.02% Add +179.8% 47,800 $8.1M
CW Advisors, LLC 0.09% Add +1.1% 43,499 $7.4M
Cetera Investment Advisers 0.01% New 43,286 $7.4M
Ameriprise Financial Inc. 0.00% Add +9.4% 42,626 $7.3M
Stifel Financial Corp. 0.01% Reduce -1.0% 42,236 $7.2M
Osaic Holdings, Inc. 0.02% Add +11.6% 41,591 $7.1M
Goldman Sachs Group Inc. 0.00% Reduce -7.9% 40,155 $6.8M
Truist Financial Corp. 0.01% Add +1.5% 40,098 $6.8M
D.A. Davidson & Co. 0.05% Add +6.8% 39,836 $6.8M
Commonwealth Equity Services, LLC 0.01% Add +0.2% 39,488 $6.7M
Ameritas Advisory Services, LLC 0.26% Reduce -2.5% 38,426 $6.5M
TD Waterhouse Canada Inc. 0.05% Reduce -1.6% 36,720 $6.0M
Hartford Financial Management Inc. 1.11% Reduce -3.1% 31,604 $5.4M
Integrated Wealth Concepts LLC 0.06% Add +1.9% 31,291 $5.3M
Yarbrough Capital, LLC 0.23% No change 31,160 $5.3M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -1.1% 31,061 $5.3M
McGuire Investment Group, LLC 0.77% Add +1.2% 30,477 $5.2M
Modern Wealth Management, LLC 0.16% Add +1.0% 30,123 $5.1M
Assetmark, Inc. 0.01% Add +4.5% 29,421 $5.0M
Janney Montgomery Scott LLC 0.01% Reduce -0.3% 27,888 $4.7M
Citadel Advisors 0.00% Reduce -41.4% 27,520 $4.7M
SFI Advisors, LLC 3.14% Reduce -1.9% 24,973 $4.2M
Independent Advisor Alliance 0.14% Reduce -25.7% 24,090 $4.1M
Benjamin Edwards Inc. 0.05% Reduce -11.2% 20,504 $3.5M
Jane Street Group, LLC 0.01% Reduce -4.7% 18,624 $3.2M
Kestra Advisory Services, LLC 0.01% Reduce -13.4% 16,621 $2.8M
JPMorgan Chase & Co. 0.00% Reduce -5.4% 14,702 $2.5M
HighTower Advisors, LLC 0.00% Add +15.2% 14,630 $2.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +114.1% 12,857 $2.2M
Citigroup Inc. 0.00% Reduce -12.9% 12,614 $2.1M
AE Wealth Management LLC 0.02% Reduce -3.4% 12,289 $2.1M
B. Riley Wealth Advisors, Inc. 0.06% New 11,763 $2.0M
Juncture Wealth Strategies, LLC 0.76% Add +1.6% 11,502 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.2% 10,561 $1.8M
Brown Advisory Inc. 0.00% Reduce -3.7% 10,489 $1.8M
IFP Advisors, Inc 0.05% Add +1.9% 10,438 $1.8M
Prospera Financial Services Inc 0.04% Reduce -1.8% 10,058 $1.7M
Quad-Cities Investment Group, LLC 0.82% Add +0.9% 9,784 $1.7M
Ancora Advisors LLC 0.04% New 9,779 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +236.5% 18,483 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +236.5% 18,483 $1.7M
Texas Yale Capital Corp. 0.07% No change 9,300 $1.6M
NewEdge Wealth, LLC 0.03% Reduce -4.1% 9,161 $1.6M
Kestra Private Wealth Services, LLC 0.02% Add +3.2% 8,724 $1.5M
Clear Harbor Asset Management, LLC 0.12% Add +0.2% 8,633 $1.5M
Pacific Sun Financial Corp 0.81% Reduce -1.3% 8,385 $1.4M
First Trust Advisors LP 0.00% Add +19.1% 8,327 $1.4M
Dale Q Rice Investment Management Ltd 0.72% Reduce -2.0% 8,201 $1.4M
Private Advisor Group, LLC 0.01% Reduce -4.5% 7,827 $1.3M
World Investment Advisors 0.03% Add +9.3% 7,811 $1.3M
Summit Financial, LLC 0.04% Add +220.1% 7,659 $1.3M
Jones Financial Companies LLLP 0.00% Add +45.2% 7,848 $1.3M
MAI Capital Management 0.01% No change 7,452 $1.3M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -3.2% 7,358 $1.3M
Baird Financial Group, Inc. 0.00% Reduce -7.6% 7,123 $1.2M
Quantum Private Wealth, LLC 0.44% Reduce -14.1% 6,883 $1.2M
Snowden Capital Advisors LLC 0.04% Add +0.6% 6,740 $1.1M
Wealthspire Retirement, LLC 0.09% No change 6,725 $1.1M
Bank of New York Mellon Corp 0.00% Reduce -2.0% 6,684 $1.1M
Beacon Pointe Advisors, LLC 0.01% Add +6.5% 6,548 $1.1M
Atria Wealth Solutions, Inc. 0.01% Reduce -17.4% 6,319 $1.1M
Gateway Wealth Partners, LLC 0.23% Add +12.3% 6,016 $1.0M
Avantax Advisory Services, Inc. 0.01% Reduce -30.8% 6,008 $1.0M
Oppenheimer & Co. Inc. 0.02% Add +1.1% 5,889 $1.0M
Moors & Cabot, Inc. 0.05% Reduce -46.5% 5,814 $989K
Bedell Frazier Investment Counselling, LLC 0.25% Reduce -0.5% 5,801 $987K
Holistic Financial Partners 0.47% Add +135.4% 5,791 $985K
Focus Partners Wealth 0.00% Reduce -1.3% 5,756 $979K
Farther Finance Advisors, LLC 0.02% Add +5808.0% 5,908 $972K
Harbour Investments, Inc. 0.03% Reduce -1.9% 5,698 $969K
Cwm, LLC 0.00% Reduce -0.0% 5,662 $963K
Pinnacle Associates Ltd. 0.01% No change 5,503 $936K
Arax Advisory Partners 0.06% Add +39.3% 5,477 $932K
Cerity Partners LLC 0.00% Add +14.8% 5,375 $914K
Iams Wealth Management, LLC 0.41% Add +4.4% 5,301 $902K
Daymark Wealth Partners, LLC 0.04% Reduce -1.0% 5,251 $893K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.5% 5,106 $869K
Financial Enhancement Group LLC 0.13% Add +13.7% 5,553 $864K
Rwa Wealth Partners, LLC 0.01% No change 5,067 $862K
Atria Investments, Inc 0.01% New 5,011 $852K
NewEdge Advisors, LLC 0.01% Reduce -65.9% 4,985 $848K
Mutual Advisors, LLC 0.02% Add +0.2% 5,104 $814K
Allworth Financial LP 0.00% Reduce -10.0% 5,015 $805K
WealthShield Partners, LLC 0.10% Add +1.7% 4,678 $796K
Gentry Private Wealth, LLC 0.65% New 4,663 $793K
GoalVest Advisory LLC 0.22% Reduce -0.9% 4,663 $793K
Coppell Advisory Solutions LLC 0.11% New 4,839 $777K
GTS Securities LLC 0.03% Add +157.7% 4,473 $761K

"% 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 270 holders