Effectdossier · gearchiveerd kwartaal
FBT
First Trust NYSE Arca Biotechnology Index Fund · Financial Services · Asset Management
52Gevolgde houders
-1Δ houders
2.29MGehouden aandelen
$468.41MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -1.9% ·
aandelenstroom +2.3% ·
netto nieuwe posities -1.9%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +3 | 6.30M | $1.56B | +6 | −4 |
| Q1 2026 | 53 | +1 | 6.45M | $1.30B | +5 | −4 |
| Q4 2025 | 52 | -1 | 2.29M | $468.41M | — | −1 |
| Q3 2025 | 7 | 0 | 410.81K | $73.65M | — | — |
| Q2 2025 | 4 | 0 | 21.66K | $3.49M | — | — |
| Q1 2025 | 2 | 0 | 75.32K | $12.81M | — | — |
| Q4 2024 | 2 | 0 | 64.01K | $10.64M | — | — |
| Q3 2024 | 2 | -1 | 34.24K | $5.89M | — | −1 |
| Q2 2024 | 3 | — | 35.30K | $5.44M | — | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 401.20K | +18.2% | $82.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | LPL Financial LLC | 260.83K | — | $53.87M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 190.11K | — | $39.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 188.58K | — | $38.95M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 187.09K | — | $38.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 154.87K | — | $31.98M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | Raymond James Financial Inc | 145.66K | — | $30.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Envestnet Asset Management Inc | 114.66K | — | $23.68M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 62.87K | — | $12.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 60.45K | — | $12.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Truist Financial Corp | 55.23K | — | $11.41M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 52.89K | — | $10.92M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Assetmark, Inc | 46.56K | — | $9.62M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 45.55K | — | $9.41M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 42.70K | +277.9% | $8.82M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 16 | TD Waterhouse Canada Inc. | 28.85K | — | $5.93M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 22.42K | — | $4.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 21.08K | — | $4.35M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 19.71K | — | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 16.01K | — | $3.31M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mirae Asset Global Investments Co.… | 14.00K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Citigroup Inc | 13.84K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 13.72K | -47.9% | $2.83M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Northwestern Mutual Wealth… | 13.57K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 10.49K | — | $2.25M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Brown Advisory Inc | 10.39K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 9.02K | — | $1.86M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 7.69K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | First Trust Advisors Lp | 7.06K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 27.37K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Jane Street Group, Llc | 6.35K | — | $1.31M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 5.10K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cerity Partners LLC | 4.25K | — | $877,581 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Rockefeller Capital Management L.P. | 4.22K | — | $871,314 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Creative Planning | 3.75K | — | $775,438 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Captrust Financial Advisors | 3.70K | — | $764,658 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 3.23K | — | $666,232 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cibc World Market Inc. | 3.13K | — | $646,201 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 2.77K | 0.0% | $572,886 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 1.61K | -57.0% | $332,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Mariner, LLC | 1.51K | — | $311,829 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 1.13K | -1.0% | $233,698 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Tidal Investments LLC | 1.00K | — | $206,520 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 894 | — | $184,629 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 397 | — | $83,211 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Blair William & Co/Il | 318 | — | $65,673 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Russell Investments Group, Ltd. | 160 | — | $33,043 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Qube Research & Technologies Ltd | 96 | — | $19,826 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Franklin Resources Inc | 89 | — | $18,380 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Simplex Trading, Llc | 78 | — | $16,108 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 50 | — | $10,326 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Us Bancorp \De\ | 41 | — | $8,467 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $4.68M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 302 houders, 8.16M aandelen, $1.61B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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