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Disclosery

FBT FIRST TR EXCHANGE-TRADED FD

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NY ARCA BIOTECH (fund)

267 managers (271 13F filers) reported a position in FBT shares at 2025-03-31, 3,436,657 shares in all. 30 filers opened a position and 16 filers sold out during the quarter.

Managers
267
13F filers
271
New
30
Added
81
Reduced
84
Sold out
16
Shares held by filers
3,436,657

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Founders Financial Alliance, LLC341$58K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV329$56K<0.01%-4513F-HRTimeline
BLAIR WILLIAM & CO/IL325$55.3K<0.01%-4613F-HRTimeline
Sherman Asset Management, Inc.302$51.4K0.05%013F-HRTimeline
DHJJ Financial Advisors, Ltd.289$49.2K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.274$46.6K0.02%-1413F-HRTimeline
Cedar Mountain Advisors, LLC244$41.5K0.01%013F-HRTimeline
WEBSTER BANK, N. A.238$40.5K<0.01%013F-HRTimeline
CoreCap Advisors, LLC228$38.8K<0.01%-10113F-HRTimeline
Eukles Asset Management212$36.1K0.02%-313F-HRTimeline
Independence Bank of Kentucky200$34K0.01%013F-HRTimeline
North Capital, Inc.200$34K0.03%13F-HRTimeline
Wagner Wealth Management, LLC182$31K0.01%+913F-HRTimeline
SIGNATUREFD, LLC180$30.6K<0.01%+2913F-HRTimeline
Center for Financial Planning, Inc.175$29.8K<0.01%new13F-HRTimeline
Glassman Wealth Services158$26.9K<0.01%new13F-HRTimeline
CX Institutional151$26K<0.01%new13F-HRTimeline
Financial Perspectives, Inc148$25.2K0.01%013F-HRTimeline
Continuum Advisory, LLC135$23K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.150$21.9K<0.01%013F-HRTimelineGroup
Mechanics Financial Corp122$20.8K0.01%013F-HRTimeline
MCF Advisors LLC120$20.4K<0.01%013F-HRTimeline
Tidemark, LLC105$17.9K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC105$17.9K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$17K<0.01%013F-HRTimeline
Sandy Spring Bank100$17K<0.01%-4913F-HRTimeline
Hexagon Capital Partners LLC100$17K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC98$16.7K<0.01%013F-HRTimeline
New England Capital Financial Advisors …97$16.4K0.01%013F-HRTimeline
Sunbelt Securities, Inc.85$14.4K<0.01%-513F-HRTimeline
PRIVATE TRUST CO NA84$14.3K<0.01%+3513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management81$13.8K<0.01%+5013F-HRTimelineGroup
Global Trust Asset Management, LLC80$13.6K0.01%013F-HRTimeline
Beacon Capital Management, LLC80$13.6K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC80$13.2K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC76$12.9K<0.01%+3413F-HRTimeline
ATWOOD & PALMER INC75$12.8K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD75$12.8K0.01%013F-HRTimeline
North Star Investment Management Corp.75$12.8K<0.01%013F-HRTimeline
Rossby Financial, LCC65$10.4K<0.01%new13F-HRTimeline
Headlands Technologies LLC55$9.36K<0.01%-2413F-HRTimeline
Pacific Center for Financial Services52$8.91K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…50$8.51K0.01%13F-HRTimeline
Addison Advisors LLC41$6.97K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC37$6.29K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC30$5.1K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC25$4.25K<0.01%new13F-HRTimeline
Davis Capital Management22$3.74K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\20$3.4K<0.01%013F-HRTimelineGroup
Transce3nd, LLC18$3.06K<0.01%+113F-HRTimeline
Quest 10 Wealth Builders, Inc.16$2.72K<0.01%013F-HRTimeline
HOEY INVESTMENTS, INC15$2.55K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST14$2.38K<0.01%new13F-HRTimeline
Parallel Advisors, LLC13$2.21K<0.01%013F-HRTimeline
Covestor Ltd13$2K<0.01%013F-HRTimeline
Global Financial Private Client, LLC11$1.87K<0.01%013F-HRTimeline
Archer Investment Corp10$1.71K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10$1.7K<0.01%new13F-HRTimeline
Dunhill Financial, LLC9$1.54K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2$343<0.01%-34513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC2$343<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$340<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$340<0.01%-413F-HRTimelineGroup
Avenir Tech Ltd1$170<0.01%new13F-HRTimeline
Luminist Capital LLC1$164<0.01%013F-HRTimeline
Sound Income Strategies, LLC1$113<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.