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BICK

First Trust BICK Index Fund

Delisted

BICK was delisted on the 14th of July, 2023.

27 hedge funds and large institutions have $109M invested in First Trust BICK Index Fund in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% less capital invested

Capital invested by funds: $134M → $109M (-$24.8M)

23% less funds holding

Funds holding: 3527 (-8)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

89% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 9

Holders
27
Holders Change
-8
Holders Change %
-22.86%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
6
Reduced
13
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
1
First Trust Advisors
Illinois
$89.6M -$10.1M -391,292 -10%
Morgan Stanley
2
Morgan Stanley
New York
$6.99M -$3.46M -133,288 -33%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.2M -$13.7K -527 -0.6%
Bank of America
4
Bank of America
North Carolina
$1.88M -$216K -8,329 -10%
Jane Street
5
Jane Street
New York
$1.72M +$1.25M +48,162 +246%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.28M +$713K +27,501 +123%
Citadel Advisors
7
Citadel Advisors
Florida
$953K +$416K +16,057 +76%
HighTower Advisors
8
HighTower Advisors
Illinois
$751K
RJA
9
Raymond James & Associates
Florida
$742K +$22.2K +855 +3%
Wells Fargo
10
Wells Fargo
California
$594K -$19.8K -764 -3%
UBS Group
11
UBS Group
Switzerland
$545K -$1.05M -40,367 -65%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$527K -$2.57K -99 -0.5%
VF
13
Virtu Financial
New York
$349K -$851K -32,821 -70%
LPL Financial
14
LPL Financial
California
$319K -$1.14M -43,930 -78%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$308K -$309K -11,921 -50%
TL
16
TrueWealth LLC
Georgia
$202K
AG
17
Advisor Group
Arizona
$143K -$6.12K -236 -4%
CAN
18
Claraphi Advisory Network
United States
$110K +$112K +4,324 New
Citigroup
19
Citigroup
New York
$87K +$6.25K +241 +8%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$72K
QCIG
21
Quad-Cities Investment Group
Iowa
$28K +$2.85K +110 +11%
LFG
22
LifePlan Financial Group
Ohio
$26K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$25K -$242K -9,337 -91%
TFA
24
Transamerica Financial Advisors
Florida
$11K -$388K -14,977 -97%
APA
25
American Portfolios Advisors
New York
$6.34K

BICK Hedge Fund Activity: Q3 2019 in Review

27 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in First Trust BICK Index Fund (BICK) for Q3 2019, worth a combined $109M — down 18% from $134M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BICK and 1 opened new positions — a net loss of 8 holders — while 13 trimmed existing stakes and 6 added.

The largest buyer was Jane Street, adding an estimated $1.25M. The largest seller was First Trust Advisors, cutting an estimated $10.1M.

  • 27 institutional investors held First Trust BICK Index Fund (BICK) as of Q3 2019, down from 35 in Q2 2019.
  • Funds reported $109M of First Trust BICK Index Fund stock for Q3 2019, down 18% quarter-over-quarter.
  • 1 fund opened new First Trust BICK Index Fund positions in Q3 2019 and 9 closed out, a net change of -8 holders.
  • The largest First Trust BICK Index Fund buyer in Q3 2019 was Jane Street, an estimated $1.25M added.
  • The largest First Trust BICK Index Fund seller in Q3 2019 was First Trust Advisors, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2019.