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First Trust NYSE Arca Biotechnology Index Fund
FBT

251 hedge funds and large institutions have $536M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 58 increasing their positions, 88 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 24

3% more funds holding

Funds holding: 243 → 251 (+8)

1.14% more ownership

Funds ownership: 47.55% → 48.69% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $559M → $536M (-$23.6M)

34% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 88

Holders
251
Holders Change
+8
Holders Change %
+3.29%
% of All Funds
3.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
58
Reduced
88
Closed
24
Calls
$2.94M
Puts
–
Net Calls
+$2.94M
Net Calls Change
+$634K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.1M
2
CAG
Csenge Advisory Group
Florida
+$4.01M
3
EAM
Empirical Asset Management
Massachusetts
+$3.38M
4
NA
Navellier & Associates
Nevada
+$3.2M
5
NW
NewEdge Wealth
Pennsylvania
+$3.1M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.61M
2
LPL Financial
LPL Financial
California
-$7.7M
3
Morgan Stanley
Morgan Stanley
New York
-$7.49M
4
UBS Group
UBS Group
Switzerland
-$4.84M
5
RJA
Raymond James & Associates
Florida
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
226
North Star Investment Management
Illinois
$11.5K -$11.1K -74 -50%
CMBA
227
C.M. Bidwell & Associates
Hawaii
$11.5K – – –
US Bancorp
228
US Bancorp
Minnesota
$11.1K +$7.95K +53 +279%
WIA
229
Wetzel Investment Advisors
Indiana
$9.99K – – –
PCFFS
230
Pacific Center for Financial Services
California
$8.01K – – –
FFA
231
Farther Finance Advisors
California
$7.68K – – –
AA
232
Addison Advisors
Vermont
$6.31K – – –
PMFA
233
Plante Moran Financial Advisors
Michigan
$5.7K – – –
BTI
234
Blue Trust Inc
Georgia
$5.38K – – –
SWM
235
Spire Wealth Management
Virginia
$4.77K +$4.65K +31 New
GEA
236
Glen Eagle Advisors
New Jersey
$4.62K – – –
DCM
237
Davis Capital Management
Florida
$3.38K +$3.3K +22 New
HI
238
Hoey Investments
Pennsylvania
$2.31K – – –
PA
239
Parallel Advisors
California
$2K -$1.2K -8 -38%
AIC
240
Archer Investment Corporation
Indiana
$2K – – –
GI
241
Gradient Investments
Minnesota
$2K +$1.95K +13 New
C
242
Covestor
United Kingdom
$2K – – –
GFPC
243
Global Financial Private Client
Florida
$1.69K – – –
BWL
244
Bogart Wealth LLC
Virginia
$1.69K +$1.65K +11 New
CWP
245
Concord Wealth Partners
Virginia
$1.54K +$1.5K +10 New
DF
246
Dunhill Financial
United Kingdom
$1.39K – – –
FHC
247
First Heartland Consultants
Missouri
$651 -$85.4K -569 -12%
TRCT
248
Tower Research Capital (TRC)
New York
$616 +$300 +2 +100%
ACA
249
Aptus Capital Advisors
Alabama
$308 – – –
GWANC
250
Guardian Wealth Advisors (North Carolina)
North Carolina
$308 – – –
7 8 9
10
11

FBT Hedge Fund Activity: Q2 2024 in Review

251 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2024, worth a combined $536M — down 4.2% from $559M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FBT positions and 24 closed out — a net gain of 10 holders — while 58 added to existing stakes and 88 trimmed.

The largest buyer was Jane Street, adding an estimated $6.1M. The largest seller was Wells Fargo, cutting an estimated $8.61M.

  • 251 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2024, up from 243 in Q1 2024.
  • Funds reported $536M of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2024, down 4.2% quarter-over-quarter.
  • 34 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2024 and 24 closed out, a net change of +10 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2024 was Jane Street, an estimated $6.1M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2024 was Wells Fargo, an estimated $8.61M sold.

Based on aggregated 13F filings for Q2 2024.