Who Owns First Trust Amex Biotech Index Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in First Trust Amex Biotech Index Fund.
Who crossed 5% of FBT →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Farther Finance Advisors, LLCETF11.1K shadded | $3M |
| JUNCTURE WEALTH STRATEGIES, LLCNY ARCA BIOTECH10.7K shtrimmed | $2.9M |
| Financial Enhancement Group LLCNY ARCA BIOTECH5.3K shtrimmed | $1.4M |
| First Heartland Consultants, Inc.NY ARCA BIOTECH3.9K shadded | $1.1M |
| Dale Q Rice Investment Management LtdNY ARCA BIOTECH3K shtrimmed | $817.9K |
| Sound Income Strategies, LLCNY ARCA BIOTECH2.8K shadded | $738.4K |
| TITLEIST ASSET MANAGEMENT, LLCNY ARCA BIOTECH1.6K shtrimmed | $426.9K |
| HF Advisory Group, LLCNY ARCA BIOTECH1.1K shtrimmed | $304.4K |
| Dominguez Wealth Management Solutions, Inc.NY ARCA BIOTECH1.1K shheld | $292.3K |
| PUFF WEALTH MANAGEMENT, LLCNY ARCA BIOTECH1.1K shheld | $290.6K |
| WINEBRENNER CAPITAL MANAGEMENT LLCNY ARCA BIOTECH745 shtrimmed | $202.8K |
| GAMMA Investing LLCETF460 shheld | $125.2K |
| CoreCap Advisors, LLCETF136 shheld | $37K |
| Central Pacific Bank - Trust DivisionNY ARCA BIOTECH100 shheld | $27.2K |
| Rosenberg Matthew HamiltonETF54 sh— | $14.7K |
| Bank of New HampshireNY ARCA BIOTECH28 sh— | $7.6K |
| Davis Capital ManagementETF22 shheld | $6K |
| Go Invest LLCETF1 sh— | $216 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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