FBT Institutional Ownership & Shareholders
FIRST TRUST NYSE ARCA BIOTEC (FBT) is currently held by 338 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.04B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of FBT tracked by InsiderSet, reporting ownership valued at approximately $840.03M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $943.93M, representing an estimated gain of +12.37% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed FBT value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST NYSE ARCA BIOTEC (FBT).
This page ranks the largest institutional FBT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
338
Total Reported Value
$2.04B
Largest Holder
First Trust Advisors Lp
Largest Position
$840.03M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Trust Advisors Lp | 0.49% | 3,388,725 | $840,027,213 | $943,929,349 | +$103,902,136 | +12.37% | |
| Morgan Stanley | 0.01% | 545,436 | $135,208,304 | $151,931,198 | +$16,722,894 | +12.37% | |
| Wells Fargo & Company/Mn | 0.02% | 444,334 | $110,145,942 | $123,769,236 | +$13,623,294 | +12.37% | |
| Lpl Financial Llc | 0.01% | 258,714 | $64,132,708 | $72,064,785 | +$7,932,077 | +12.37% | |
| Raymond James Financial Inc | 0.01% | 221,361 | $54,873,054 | $61,660,107 | +$6,787,053 | +12.37% | |
| Royal Bank Of Canada | 0.01% | 210,355 | $52,145,000 | $58,594,385 | +$6,449,385 | +12.37% | |
| Bank Of America Corp | 0.00% | 209,087 | $51,830,508 | $58,241,184 | +$6,410,676 | +12.37% | |
| Ubs Group Ag | 0.01% | 205,511 | $50,944,121 | $57,245,089 | +$6,300,968 | +12.37% | |
| Bessemer Group Inc | 0.05% | 137,993 | $34,207,000 | $38,437,950 | +$4,230,950 | +12.37% | |
| Truist Financial Corp | 0.03% | 93,338 | $25,412,331 | $25,999,300 | +$586,969 | +2.31% | |
| Berger Financial Group, Inc | 1.30% | 102,351 | $25,371,910 | $28,509,871 | +$3,137,961 | +12.37% | |
| Nilsine Partners, Llc | 1.77% | 93,058 | $25,335,971 | $25,921,306 | +$585,335 | +2.31% | |
| Stifel Financial Corp | 0.02% | 91,239 | $22,617,681 | $25,414,623 | +$2,796,942 | +12.37% | |
| Two Sigma Investments, Lp | 0.02% | 89,200 | $22,111,788 | $24,846,660 | +$2,734,872 | +12.37% | |
| Wcg Wealth Advisors Llc | 0.49% | 83,489 | $20,696,326 | $23,255,861 | +$2,559,535 | +12.37% | |
| &Partners | 0.08% | 77,150 | $19,088,755 | $21,490,133 | +$2,401,378 | +12.58% | |
| Ameriprise Financial Inc | 0.00% | 75,527 | $18,725,244 | $21,038,046 | +$2,312,802 | +12.35% | |
| Advisory Services Network, Llc | 0.20% | 71,809 | $17,800,793 | $20,002,397 | +$2,201,604 | +12.37% | |
| Summit Financial, Llc | 0.18% | 66,638 | $16,518,894 | $18,562,015 | +$2,043,121 | +12.37% | |
| Newedge Advisors, Llc | 0.05% | 66,409 | $16,462,046 | $18,498,227 | +$2,036,181 | +12.37% | |
| D.A. Davidson & Co. | 0.09% | 58,274 | $15,865,858 | $16,232,223 | +$366,365 | +2.31% | |
| Janney Montgomery Scott Llc | 0.03% | 63,193 | $15,665,000 | $17,602,410 | +$1,937,410 | +12.37% | |
| Envestnet Asset Management Inc | 0.00% | 62,403 | $15,469,114 | $17,382,356 | +$1,913,242 | +12.37% | |
| Osaic Holdings, Inc. | 0.02% | 54,786 | $13,584,182 | $15,260,640 | +$1,676,458 | +12.34% | |
| Td Waterhouse Canada Inc. | 0.03% | 47,171 | $12,543,979 | $13,139,482 | +$595,503 | +4.75% | |
| Csenge Advisory Group | 0.50% | 49,202 | $12,196,798 | $13,705,217 | +$1,508,419 | +12.37% | |
| Newsquare Capital Llc | 0.90% | 49,037 | $12,155,782 | $13,659,256 | +$1,503,474 | +12.37% | |
| Cetera Investment Advisers | 0.01% | 48,515 | $12,026,344 | $13,513,853 | +$1,487,509 | +12.37% | |
| Benjamin Edwards Inc | 0.10% | 46,033 | $11,413,927 | $12,822,492 | +$1,408,565 | +12.34% | |
| Modern Wealth Management, Llc | 0.12% | 40,407 | $10,016,424 | $11,255,370 | +$1,238,946 | +12.37% | |
| Kestra Advisory Services, Llc | 0.03% | 32,708 | $8,905,052 | $9,110,813 | +$205,761 | +2.31% | |
| Daymark Wealth Partners, Llc | 0.19% | 31,616 | $7,837,252 | $8,806,637 | +$969,385 | +12.37% | |
| Baird Financial Group, Inc. | 0.01% | 31,591 | $7,831,093 | $8,799,673 | +$968,580 | +12.37% | |
| Commonwealth Equity Services, Llc | 0.01% | 27,668 | $7,532,780 | $7,706,921 | +$174,141 | +2.31% | |
| Hartford Financial Management Inc. | 1.62% | 26,710 | $7,272,114 | $7,440,071 | +$167,957 | +2.31% | |
| Integrated Wealth Concepts Llc | 0.05% | 28,991 | $7,186,523 | $8,075,443 | +$888,920 | +12.37% | |
| Arlington Financial Advisors, Llc | 0.87% | 25,580 | $6,964,411 | $7,125,309 | +$160,898 | +2.31% | |
| B. Riley Wealth Advisors, Inc. | 0.27% | 25,466 | $6,933,505 | $7,093,554 | +$160,049 | +2.31% | |
| Oppenheimer & Co Inc | 0.07% | 23,374 | $6,363,805 | $6,510,828 | +$147,023 | +2.31% | |
| Assetmark, Inc | 0.01% | 22,567 | $6,144,091 | $6,286,038 | +$141,947 | +2.31% | |
| World Investment Advisors | 0.10% | 29,273 | $5,878,542 | $8,153,994 | +$2,275,452 | +38.71% | |
| Concurrent Investment Advisors, Llc | 0.04% | 20,339 | $5,537,604 | $5,665,428 | +$127,824 | +2.31% | |
| Jpmorgan Chase & Co | 0.00% | 19,282 | $4,774,801 | $5,371,001 | +$596,200 | +12.49% | |
| Jane Street Group, Llc | 0.00% | 16,158 | $4,005,407 | $4,500,811 | +$495,404 | +12.37% | |
| Sfi Advisors, Llc | 3.09% | 13,801 | $3,757,567 | $3,844,269 | +$86,702 | +2.31% | |
| Rockefeller Capital Management L.P. | 0.01% | 14,107 | $3,497,180 | $3,929,505 | +$432,325 | +12.36% | |
| Citigroup Inc | 0.00% | 13,604 | $3,372,275 | $3,789,394 | +$417,119 | +12.37% | |
| Proactive Wealth Strategies Llc | 0.52% | 13,152 | $3,260,292 | $3,663,490 | +$403,198 | +12.37% | |
| Farther Finance Advisors, Llc | 0.02% | 11,100 | $3,022,086 | $3,091,905 | +$69,819 | +2.31% | |
| Jones Financial Companies Lllp | 0.00% | 12,213 | $3,016,105 | $3,401,931 | +$385,826 | +12.79% |
Frequently asked questions about FBT
Who are the largest institutional holders of FBT?
The largest institutional holders of FBT reported in the latest SEC Form 13F filings include First Trust Advisors Lp, Morgan Stanley, Wells Fargo & Company/Mn, Lpl Financial Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FBT position.
What is FBT institutional ownership?
This page tracks FBT positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST NYSE ARCA BIOTEC (FBT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FBT?
InsiderSet currently tracks 338 institutional managers reporting FBT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FBT shareholders.
How much FBT stock do institutions own?
Institutional investment managers disclosed approximately $2.04B in FBT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FBT institutional ownership last updated?
The latest FBT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FBT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FBT position after the reporting date.
Are institutions buying or selling FBT?
Institutional buying and selling can be analyzed by comparing FBT positions across consecutive 13F reporting periods. InsiderSet's FBT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FBT ownership changes.
How has FBT institutional ownership changed over time?
InsiderSet tracks FBT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.