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Disclosery

FBT FIRST TR EXCHANGE-TRADED FD

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NY ARCA BIOTECH (fund)

255 managers (259 13F filers) reported a position in FBT shares at 2024-12-31, 3,443,480 shares in all. 17 filers opened a position and 29 filers sold out during the quarter.

Managers
255
13F filers
259
New
17
Added
83
Reduced
80
Sold out
29
Shares held by filers
3,443,480

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIGNATUREFD, LLC151$25.1K<0.01%013F-HRTimeline
Sandy Spring Bank149$24.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc148$24.6K0.01%013F-HRTimeline
Empirical Asset Management, LLC22,502$22.5K0.01%013F-HRTimeline
Continuum Advisory, LLC135$22.4K<0.01%013F-HRTimeline
Mechanics Financial Corp122$20.3K0.01%013F-HRTimeline
MCF Advisors LLC120$19.9K<0.01%013F-HRTimeline
Tidemark, LLC105$17.5K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105$17.5K<0.01%013F-HRTimeline
TSFG, LLC101$17K<0.01%+113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$16.6K<0.01%-10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Hexagon Capital Partners LLC100$16.6K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC100$16.6K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC98$16.3K<0.01%013F-HRTimeline
New England Capital Financial Advisors …97$16.1K0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.90$15K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.90$14.8K<0.01%-10613F-HRTimeline
Copia Wealth Management82$13.6K0.01%13F-HRTimeline
Global Trust Asset Management, LLC80$13.3K0.01%013F-HRTimeline
Beacon Capital Management, LLC80$13.3K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC80$13.2K<0.01%013F-HRTimeline
Headlands Technologies LLC79$13.1K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC75$12.5K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD75$12.5K0.01%013F-HRTimeline
North Star Investment Management Corp.75$12.5K<0.01%013F-HRTimeline
FLP Wealth Management, LLC57$9.54K0.02%13F-HRTimeline
Pacific Center for Financial Services52$8.71K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA49$8.14K<0.01%-7113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC42$6.98K<0.01%new13F-HRTimeline
Addison Advisors LLC41$6.82K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC37$6.15K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management31$5.15K<0.01%-22513F-HRTimelineGroup
Glen Eagle Advisors, LLC30$4.99K<0.01%013F-HRTimeline
Davis Capital Management22$3.66K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20$3.32K<0.01%013F-HRTimelineGroup
Transce3nd, LLC17$2.83K<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.16$2.66K<0.01%13F-HRTimeline
HOEY INVESTMENTS, INC15$2.49K<0.01%013F-HRTimeline
Parallel Advisors, LLC13$2.16K<0.01%013F-HRTimeline
Covestor Ltd13$2K<0.01%013F-HRTimeline
Global Financial Private Client, LLC11$1.83K<0.01%013F-HRTimeline
Archer Investment Corp10$1.67K<0.01%-313F-HRTimeline
Venturi Wealth Management, LLC10$1.66K<0.01%013F-HRTimeline
Dunhill Financial, LLC9$1.51K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$997<0.01%-513F-HRTimelineGroup
Qube Research & Technologies Ltd4$665<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC4$665<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.2$3640.03%-2,26913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2$335<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$332<0.01%+113F-HRTimelineGroup
Luminist Capital LLC1$166<0.01%13F-HRTimeline
Sound Income Strategies, LLC1$110<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Avior Wealth Management, LLC0$00%-22013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Nova Wealth Management, Inc.0$00%13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.