First Trust Exchange-Traded Fund - First Trust NYSE(R) Arca(R) Biotechnology Index Fund (FBT) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / First Trust NYSE(R) Arca(R) Biotechnology Index Fund
Symbol
FBT
Shares outstanding
11,300,576
Price per share
$217.02
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,436,549
Total reported value
$709,821,098
% of total 13F portfolios
0%
Share change
+391,601
Value change
+$83,086,713
Number of holders
274
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of First Trust Exchange-Traded Fund - First Trust NYSE(R) Arca(R) Biotechnology Index Fund (FBT) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 32% $754,049,493 3,651,216 First Trust Portfolios L.P. 31 Jan 2026

As of 31 Dec 2025, 274 institutional investors reported holding 3,436,549 shares of First Trust Exchange-Traded Fund - First Trust NYSE(R) Arca(R) Biotechnology Index Fund (FBT). This represents 30% of the company’s total 11,300,576 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of First Trust Exchange-Traded Fund - First Trust NYSE(R) Arca(R) Biotechnology Index Fund (FBT) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 3.6% 401,201 +18% 0% $82,856,229
LPL Financial LLC 2.3% 260,833 +30% 0.01% $53,867,294
BANK OF AMERICA CORP /DE/ 1.7% 190,106 +0.48% 0% $39,260,724
WELLS FARGO & COMPANY/MN 1.7% 188,584 +2.7% 0.01% $38,946,547
UBS Group AG 1.7% 187,088 +17% 0.01% $38,637,414
ROYAL BANK OF CANADA 1.4% 154,869 +1.4% 0.01% $31,984,000
RAYMOND JAMES FINANCIAL INC 1.3% 145,659 +5.9% 0.01% $30,081,473
Berger Financial Group, Inc 1% 114,950 -0.47% 1.4% $23,739,396
ENVESTNET ASSET MANAGEMENT INC 1% 114,657 -5.2% 0.01% $23,678,938
360 Financial, Inc. 0.64% 72,085 4.5% $14,886,994
Stonebridge Financial Group, LLC 0.63% 71,346 1.3% $14,734,376
Janney Montgomery Scott LLC 0.62% 70,054 +139% 0.03% $14,468,000
Cetera Investment Advisers 0.56% 62,870 +19% 0.01% $12,984,183
STIFEL FINANCIAL CORP 0.53% 60,446 +16% 0.01% $12,483,632
TRUIST FINANCIAL CORP 0.49% 55,228 +22% 0.02% $11,405,783
OSAIC HOLDINGS, INC. 0.47% 52,887 -4.7% 0.02% $10,924,808
D.A. DAVIDSON & CO. 0.44% 49,772 +27% 0.06% $10,278,914
ASSETMARK, INC 0.41% 46,560 +15% 0.02% $9,615,571
AMERIPRISE FINANCIAL INC 0.4% 45,546 -0.26% 0% $9,411,709
TWO SIGMA INVESTMENTS, LP 0.38% 42,700 +278% 0.01% $8,818,404
Modern Wealth Management, LLC 0.37% 41,578 +1.2% 0.16% $8,586,633
Cambridge Investment Research Advisors, Inc. 0.34% 38,161 +3.2% 0.02% $7,881,000
BENJAMIN EDWARDS INC 0.27% 30,480 -3.6% 0.07% $6,301,908
Kestra Advisory Services, LLC 0.27% 30,277 +69% 0.03% $6,252,825
Ameritas Advisory Services, LLC 0.26% 29,901 +12411% 0.23% $6,175,079

Institutional Holders of First Trust Exchange-Traded Fund - First Trust NYSE(R) Arca(R) Biotechnology Index Fund (FBT) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,436,549 $709,821,098 +$83,086,713 $206.52 274
2025 Q3 3,042,011 $545,834,448 -$11,896,976 $179.29 252
2025 Q2 3,155,408 $509,245,856 -$41,077,763 $161.33 247
2025 Q1 3,418,328 $576,824,224 +$1,866,805 $170.12 266
2024 Q4 3,418,857 $568,580,158 +$41,645,148 $166.21 253
2024 Q3 3,143,605 $540,228,542 -$50,274,497 $171.93 252
2024 Q2 3,468,418 $534,289,452 +$6,575,921 $153.99 247
2024 Q1 3,399,038 $522,621,545 -$94,532,990 $153.77 240
2023 Q4 4,017,594 $634,837,157 -$30,986,867 $158.06 254
2023 Q3 4,190,296 $613,262,596 -$62,820,801 $146.35 239
2023 Q2 4,617,487 $707,129,055 -$19,966,454 $153.14 247
2023 Q1 4,700,385 $728,635,260 -$18,428,171 $155.03 241
2022 Q4 4,877,768 $751,529,554 +$55,433,739 $154.13 239
2022 Q3 4,496,690 $593,813,874 +$22,209,350 $131.98 212
2022 Q2 4,332,609 $587,753,929 -$18,206,139 $135.56 218
2022 Q1 4,448,675 $663,407,924 -$82,106,064 $149.14 212
2021 Q4 4,955,742 $802,113,791 -$46,741,875 $161.96 239
2021 Q3 5,178,909 $859,978,174 -$14,178,042 $166.06 230
2021 Q2 5,220,166 $900,985,426 -$80,585,265 $172.62 227
2021 Q1 5,725,862 $919,195,735 -$21,822,779 $160.50 232
2020 Q4 5,809,688 $976,622,166 -$78,183,499 $167.99 232
2020 Q3 6,096,208 $959,021,765 -$32,144,151 $157.26 210
2020 Q2 6,226,658 $1,045,067,619 +$191,623,157 $167.77 222
2020 Q1 5,157,697 $676,659,157 -$47,084,204 $131.12 193
2019 Q4 5,487,562 $816,287,431 -$74,667,369 $148.72 207
2019 Q3 5,992,894 $742,538,774 -$882,858,217 $123.76 184
2019 Q2 12,569,930 $1,770,181,894 +$35,822,419 $140.84 217
2019 Q1 12,360,195 $1,864,503,721 +$128,595,965 $150.85 224
2018 Q4 11,657,169 $1,449,690,480 -$403,797,433 $124.20 190
2018 Q3 14,181,041 $2,246,741,087 +$1,432,250,063 $158.49 187
2018 Q2 5,133,431 $718,724,343 +$63,854,991 $140.01 154
2018 Q1 4,683,224 $622,474,212 +$91,611,191 $132.90 152
2017 Q4 3,984,755 $496,314,617 +$44,748,999 $124.57 126
2017 Q3 3,605,567 $446,754,001 +$14,480,513 $123.93 115
2017 Q2 3,492,182 $398,275,105 +$56,018,406 $114.04 112
2017 Q1 3,018,492 $316,695,674 -$4,736,324 $105.30 113
2016 Q4 3,095,489 $281,588,359 +$13,238,858 $90.87 107
2016 Q3 2,930,364 $291,496,084 -$4,711,885 $99.71 110
2016 Q2 3,076,251 $274,668,626 -$39,232,497 $89.43 105
2016 Q1 3,349,153 $294,129,961 -$1,892,206,413 $87.56 102
2015 Q4 21,779,226 $2,459,415,016 +$164,656,445 $113.02 127
2015 Q3 20,090,644 $2,036,625,833 +$162,029,493 $101.32 126
2015 Q2 18,456,703 $2,288,765,259 +$285,028,551 $124.02 123
2015 Q1 16,117,838 $1,905,196,132 +$443,224,811 $118.23 119
2014 Q4 12,339,312 $1,258,885,285 +$245,972,458 $102.02 109
2014 Q3 9,633,125 $883,813,866 +$85,577,040 $91.78 95
2014 Q2 8,789,399 $715,910,314 +$32,118,674 $82.33 92
2014 Q1 8,321,792 $638,198,251 +$51,685,578 $76.69 81