First Trust NYSE Arca Biotechnology Index Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 401.20 K | $82.86 M | 18.19% | 6.44% |
| LPL FINANCIAL LLC | 02/11/2026 | 260.83 K | $53.87 M | 30.00% | 4.19% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 190.11 K | $39.26 M | 0.48% | 3.05% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 188.58 K | $38.95 M | 2.72% | 3.03% |
| UBS GROUP AG | 01/29/2026 | 187.09 K | $38.64 M | 16.72% | 3.01% |
| ROYAL BANK OF CANADA | 02/17/2026 | 154.87 K | $31.98 M | 1.42% | 2.49% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 145.66 K | $30.08 M | 5.90% | 2.34% |
| BERGER FINANCIAL GROUP, INC | 01/27/2026 | 114.95 K | $23.74 M | -0.47% | 1.85% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 114.66 K | $23.68 M | -5.18% | 1.84% |
| 360 FINANCIAL, INC. | 02/13/2026 | 72.09 K | $14.89 M | 100.00% | 1.16% |
| STONEBRIDGE FINANCIAL GROUP, LLC | 01/21/2026 | 71.35 K | $14.73 M | 100.00% | 1.15% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 70.05 K | $14.47 M | 139.09% | 1.13% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 62.87 K | $12.98 M | 19.06% | 1.01% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 60.45 K | $12.48 M | 16.38% | 0.97% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 55.23 K | $11.41 M | 21.83% | 0.89% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 52.89 K | $10.92 M | -4.66% | 0.85% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 49.77 K | $10.28 M | 26.61% | 0.80% |
| ASSETMARK, INC | 01/23/2026 | 46.56 K | $9.62 M | 14.84% | 0.75% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 45.55 K | $9.41 M | -0.26% | 0.73% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 42.70 K | $8.82 M | 277.88% | 0.69% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 41.58 K | $8.59 M | 1.21% | 0.67% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 38.16 K | $7.88 M | 3.20% | 0.61% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 30.48 K | $6.30 M | -3.58% | 0.49% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 30.28 K | $6.25 M | 68.83% | 0.49% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 29.90 K | $6.18 M | 12,410.88% | 0.48% |
| HARTFORD FINANCIAL MANAGEMENT INC. | 01/21/2026 | 29.16 K | $6.02 M | -1.10% | 0.47% |
| TD WATERHOUSE CANADA INC. | 01/27/2026 | 28.85 K | $5.93 M | -3.05% | 0.46% |
| ARLINGTON FINANCIAL ADVISORS, LLC | 01/12/2026 | 27.62 K | $5.70 M | 0.29% | 0.44% |
| RPG INVESTMENT ADVISORY, LLC | 01/20/2026 | 23.65 K | $4.88 M | 0.00% | 0.38% |
| SFI ADVISORS, LLC | 02/11/2026 | 23.01 K | $4.75 M | -0.75% | 0.37% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 22.42 K | $4.63 M | -21.23% | 0.36% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 21.08 K | $4.35 M | 148.98% | 0.34% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 19.71 K | $4.07 M | 4.68% | 0.32% |
| HOLISTIC FINANCIAL PARTNERS | 01/07/2026 | 18.71 K | $3.86 M | 1.67% | 0.30% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 16.01 K | $3.31 M | -59.26% | 0.26% |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 01/26/2026 | 14.00 K | $2.89 M | 100.00% | 0.22% |
| CITIGROUP INC | 02/13/2026 | 13.84 K | $2.86 M | 7.81% | 0.22% |
| JPMORGAN CHASE & CO | 02/11/2026 | 13.72 K | $2.83 M | 4.29% | 0.22% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 13.57 K | $2.80 M | 5.08% | 0.22% |
| B. RILEY WEALTH ADVISORS, INC. | 02/17/2026 | 12.76 K | $2.63 M | 18.89% | 0.20% |
| IFP ADVISORS, INC | 02/06/2026 | 12.20 K | $2.52 M | 14.81% | 0.20% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 11.22 K | $2.32 M | 4.34% | 0.18% |
| JUNCTURE WEALTH STRATEGIES, LLC | 01/27/2026 | 10.63 K | $2.19 M | -1.57% | 0.17% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 10.49 K | $2.25 M | -2.60% | 0.17% |
| BROWN ADVISORY INC | 02/13/2026 | 10.39 K | $2.15 M | -0.95% | 0.17% |
| TEXAS YALE CAPITAL CORP. | 02/10/2026 | 9.30 K | $1.92 M | 0.00% | 0.15% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 9.14 K | $1.89 M | 0.00% | 0.15% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 9.02 K | $1.86 M | 4.24% | 0.14% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 8.92 K | $1.84 M | 0.60% | 0.14% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 8.74 K | $1.81 M | -6.09% | 0.14% |
First Trust NYSE Arca Biotechnology Index Fund institutional Ownership - FAQ's
During the previous two years, 413 institutional investors and hedge funds held shares of First Trust NYSE Arca Biotechnology Index Fund. The most heavily invested institutionals were:
UBS Group AG: 205,366
ENVESTNET ASSET MANAGEMENT INC: 126,996
Berger Financial Group, Inc: 104,402
Nilsine Partners, LLC: 95,083
Janney Montgomery Scott LLC: 65,265
TRUIST FINANCIAL CORP: 54,147
55.29% of First Trust NYSE Arca Biotechnology Index Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.63 M shares in the last 24 months. This purchase volume represents approximately $1.14 B in transactions.