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
Stablepoint Partners, LLC 0.13% Reduce -28.4% 4,338 $738K
1ST Source Bank 0.04% No change 4,334 $737K
Davis Investment Partners, LLC 0.32% No change 4,700 $732K
Apollon Wealth Management, LLC 0.02% Add +0.8% 4,256 $724K
Captrust Financial Advisors 0.00% Add +174.4% 4,154 $707K
Park Avenue Securities LLC 0.01% Add +4.7% 4,101 $698K
Clear Creek Financial Management, LLC 0.07% Reduce -25.9% 4,074 $693K
Lake Street Private Wealth, LLC 0.11% Add +5.3% 4,036 $687K
Flagstar Securities, Inc. 0.17% Reduce -1.7% 3,922 $667K
Pinnacle Family Advisors, LLC 0.35% Add +4.9% 3,766 $641K
Maia Wealth LLC 0.14% Reduce -12.3% 4,084 $636K
Great Valley Advisor Group, Inc. 0.01% New 3,685 $627K
Virtue Capital Management, LLC 0.07% New 3,669 $623K
Creative Planning 0.00% Add +28.0% 3,656 $622K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.2% 3,639 $619K
Meridian Wealth Management, LLC 0.03% No change 3,498 $595K
MML Investors Services, LLC 0.00% Reduce -16.2% 3,397 $578K
First Heartland Consultants, Inc. 0.06% No change 3,384 $576K
BlackRock, Inc. 0.00% No change 3,338 $568K
WMG Financial Advisors, LLC 0.24% Add +6.0% 3,305 $562K
Morey & Quinn Wealth Partners, LLC 0.46% Add +1.4% 3,255 $554K
Oder Investment Management, LLC 0.46% No change 3,210 $546K
Koshinski Asset Management, Inc. 0.05% Reduce -1.6% 3,159 $537K
Level Four Advisory Services, LLC 0.02% Add +9.8% 3,149 $536K
Robertson Stephens Wealth Management, LLC 0.02% Reduce -9.9% 3,101 $528K
United Advisor Group, LLC 0.11% Add +11.8% 3,091 $526K
Qube Research & Technologies Ltd 0.00% Add +75100.0% 3,008 $512K
Susquehanna International Group, LLP 0.00% Reduce -84.7% 2,947 $501K
Steward Partners Investment Advisory, LLC 0.00% Add +1.3% 2,764 $470K
&partners 0.01% Add +1.8% 2,837 $468K
Wealth Effects LLC 0.20% No change 2,745 $467K
PFG Advisors 0.03% Reduce -24.7% 2,694 $458K
Diversified Enterprises, LLC 0.03% No change 2,417 $411K
GPS Wealth Strategies Group, LLC 0.05% Reduce -2.3% 2,356 $401K
IFG Advisory, LLC 0.02% Add +0.3% 2,320 $395K
Independent Financial Group, LLC 0.01% Add +8.0% 2,289 $389K
Tritonpoint Wealth, LLC 0.04% No change 2,280 $388K
Equitable Holdings, Inc. 0.00% Reduce -0.3% 2,211 $376K
Stephens Inc. 0.01% Reduce -3.8% 2,141 $364K
American Financial Advisors, LLC 0.05% No change 2,057 $350K
Savant Capital, LLC 0.00% No change 1,969 $335K
RFG Advisory, LLC 0.01% Add +2.7% 1,961 $334K
Destiny Wealth Partners, LLC 0.05% No change 1,938 $330K
Twin Peaks Wealth Advisors, LLC 0.15% Reduce -7.1% 2,114 $328K
RDA Financial Network 0.09% Reduce -0.8% 1,817 $309K
Pursue Wealth Partners LLC 0.19% No change 1,800 $306K
Sequoia Financial Advisors, LLC 0.00% New 1,775 $302K
EdgeRock Capital LLC 0.21% Reduce -33.4% 1,747 $297K
Puff Wealth Management, LLC 0.52% Reduce -67.6% 1,728 $294K
OneDigital Investment Advisors LLC 0.00% Reduce -15.5% 1,714 $292K
Brass Tax Wealth Management, Inc. 0.06% No change 1,712 $291K
Kingstone Capital Partners Texas, LLC 0.23% No change 1,678 $285K
Sowell Financial Services LLC 0.01% New 1,668 $284K
PKS Advisory Services, LLC 0.08% Add +10.3% 1,666 $283K
Concurrent Investment Advisors, LLC 0.01% New 1,661 $283K
Strategic Blueprint, LLC 0.02% Add +4.8% 1,643 $280K
Kovack Advisors, Inc. 0.03% Add +3.8% 1,618 $275K
Shepherd Financial Partners LLC 0.03% No change 1,567 $267K
Stratos Wealth Partners, LTD. 0.00% Reduce -14.3% 1,561 $266K
Novak & Powell Financial Services, Inc. 0.16% No change 1,512 $257K
MGB Wealth Management, LLC 0.09% Add +5.0% 1,479 $252K
Stratos Wealth Advisors, LLC 0.01% New 1,450 $247K
Sigma Planning Corp 0.01% New 1,426 $243K
Jacobi Capital Management LLC 0.02% Reduce -1.1% 1,394 $237K
Sovran Advisors, LLC 0.03% Add +10.6% 1,549 $236K
Lanark Financial, Inc. 0.02% — 1,366 $232K
Bank of Montreal 0.00% No change 1,362 $232K
Synovus Financial Corp. 0.00% New 1,356 $231K
IHT Wealth Management, LLC 0.01% Add +0.8% 1,348 $229K
Cozad Asset Management Inc. 0.02% Reduce -28.9% 1,340 $228K
Resolute Wealth Strategies, LLC 0.13% No change 1,327 $226K
Cornell Pochily Investment Advisors, Inc. 0.08% Reduce -9.3% 1,315 $224K
WealthCare Investment Partners, LLC 0.09% Reduce -0.3% 1,477 $223K
Comerica Bank 0.00% Reduce -47.4% 1,285 $219K
Two Sigma Securities, LLC 0.03% Reduce -71.0% 1,279 $218K
HF Advisory Group, LLC 0.09% Reduce -4.9% 1,271 $216K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Add +5.2% 1,265 $216K
Mariner, LLC 0.00% New 1,258 $214K
Belpointe Asset Management LLC 0.01% Reduce -46.8% 1,252 $213K
Walker Asset Management, LLC 0.13% Add +0.2% 1,229 $209K
Moneta Group Investment Advisors LLC 0.00% No change 1,209 $206K
FMR LLC 0.00% Add +12.7% 1,206 $205K
RFG - Bristol Wealth Advisors, LLC 0.07% New 1,202 $204K
Wharton Business Group, LLC 0.01% New 1,200 $204K
J.W. Cole Advisors, Inc. 0.01% New 1,193 $203K
Main Street Financial Solutions, LLC 0.02% Reduce -2.3% 1,191 $203K
Clearstead Advisors, LLC 0.00% No change 1,179 $201K
Western Wealth Management, LLC 0.01% New 1,179 $201K
TD Capital Management LLC 0.02% No change 1,148 $195K
PNC Financial Services Group, Inc. 0.00% Add +2.5% 1,070 $182K
REAP Financial Group, LLC 0.04% No change 980 $167K
Barrett & Company, Inc. 0.07% No change 960 $163K
Principal Securities, Inc. 0.00% No change 730 $121K
Bessemer Group Inc. 0.00% Add +16.7% 700 $119K
Park Square Financial Group, LLC 0.09% Reduce -13.7% 638 $109K
Harbor Investment Advisory, LLC 0.01% Reduce -7.5% 615 $105K
GAMMA Investing LLC 0.01% Add +256.0% 566 $96K
Dynamic Wealth Strategies, LLC 0.07% New 465 $79K
Tsfg, LLC 0.02% Add +336.6% 441 $75K
Synergy Investment Management, LLC 0.03% No change 421 $72K
Capital Analysts, LLC 0.00% New 418 $71K
Capital Investment Advisory Services, LLC 0.01% Reduce -5.6% 353 $60K
Founders Financial Alliance, LLC 0.01% No change 341 $58K
Creative Financial Designs Inc. 0.00% Reduce -12.0% 329 $56K
Geneos Wealth Management Inc. 0.00% No change 326 $55K
Blair William & Co. 0.00% Reduce -12.4% 325 $55K
Sherman Asset Management, Inc. 0.05% No change 302 $51K
DHJJ Financial Advisors, Ltd. 0.02% No change 289 $49K
Ameriflex Group, Inc. 0.02% Reduce -4.9% 274 $47K
Cedar Mountain Advisors, LLC 0.01% No change 244 $41K
Webster Bank, N. A. 0.00% No change 238 $40K
CoreCap Advisors, LLC 0.00% Reduce -30.7% 228 $39K
Eukles Asset Management 0.02% Reduce -1.4% 212 $36K
North Capital, Inc. 0.03% — 200 $34K
Independence Bank of Kentucky 0.01% No change 200 $34K
Wagner Wealth Management, LLC 0.01% Add +5.2% 182 $31K
Signaturefd, LLC 0.00% Add +19.2% 180 $31K
Center for Financial Planning, Inc. 0.00% New 175 $30K
Glassman Wealth Services 0.00% New 158 $27K
CX Institutional 0.00% New 151 $26K
Financial Perspectives, Inc 0.01% No change 148 $25K
Continuum Advisory, LLC 0.00% No change 135 $23K
CIBC Private Wealth Group LLC 0.00% No change 150 $22K
Ameritas Investment Partners, Inc. 0.00% No change 125 $21K
Mechanics Financial Corp 0.01% No change 122 $21K
MCF Advisors LLC 0.00% No change 120 $20K
Tidemark, LLC 0.01% No change 105 $18K
Whittier Trust Co. of Nevada Inc. 0.00% No change 105 $18K
Hexagon Capital Partners LLC 0.00% No change 100 $17K
Sandy Spring Bank 0.00% Reduce -32.9% 100 $17K
Salem Investment Counselors Inc. 0.00% No change 100 $17K
Mascoma Wealth Management LLC 0.00% No change 98 $17K
New England Capital Financial Advisors LLC 0.01% No change 97 $16K
Sunbelt Securities, Inc. 0.00% Reduce -5.6% 85 $14K
Private Trust Co. NA 0.00% Add +71.4% 84 $14K
Spire Wealth Management 0.00% Add +161.3% 81 $14K
Global Trust Asset Management, LLC 0.01% No change 80 $14K
Beacon Capital Management, LLC 0.00% No change 80 $14K
Smartleaf Asset Management LLC 0.00% No change 80 $13K
Tucker Asset Management LLC 0.00% Add +81.0% 76 $13K
C M Bidwell & Associates Ltd. 0.01% No change 75 $13K
Atwood & Palmer Inc. 0.00% No change 75 $13K
North Star Investment Management Corp. 0.00% No change 75 $13K
Rossby Financial, LCC 0.00% New 65 $10K
Headlands Technologies LLC 0.00% Reduce -30.4% 55 $9K
Pacific Center for Financial Services 0.00% No change 52 $9K
Barnes Dennig Private Wealth Management LLC 0.01% — 50 $9K
Addison Advisors LLC 0.00% No change 41 $7K
Plante Moran Financial Advisors, LLC 0.00% No change 37 $6K
Glen Eagle Advisors, LLC 0.00% No change 30 $5K
O'shaughnessy Asset Management, LLC 0.00% New 25 $4K
Davis Capital Management 0.00% No change 22 $4K
US Bancorp \de 0.00% No change 20 $3K
Transce3nd, LLC 0.00% Add +5.9% 18 $3K
Quest 10 Wealth Builders, Inc. 0.00% No change 16 $3K
Hoey Investments, Inc. 0.00% No change 15 $3K
American National Bank & Trust 0.00% New 14 $2K
Parallel Advisors, LLC 0.00% No change 13 $2K
Covestor Ltd 0.00% No change 13 $2K
Global Financial Private Client, LLC 0.00% No change 11 $2K
Archer Investment Corp 0.00% No change 10 $2K
Coldstream Capital Management Inc. 0.00% New 10 $2K
Dunhill Financial, LLC 0.00% No change 9 $2K
Aptus Capital Advisors, LLC 0.00% Reduce -99.4% 2 $343
Guardian Wealth Advisors, LLC / NC 0.00% No change 2 $343
Tower Research Capital LLC (TRC) 0.00% No change 2 $340
Russell Investments Group, Ltd. 0.00% Reduce -66.7% 2 $340
Avenir Tech Ltd 0.00% New 1 $170
Luminist Capital LLC 0.00% No change 1 $164
Sound Income Strategies, LLC 0.00% No change 1 $113

"% 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.