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First Trust NYSE Arca Biotechnology Index Fund

257 hedge funds and large institutions have $576M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $536M → $576M (+$40.6M)

3.26% more ownership

Funds ownership: 48.69%51.95% (+3.3%)

2% more funds holding

Funds holding: 251257 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 97

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
55
Reduced
97
Closed
23
Calls
$4.38M
Puts
Net Calls
+$4.38M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$18K +$17.9K +108 New
HCP
227
Hexagon Capital Partners
Arkansas
$17.2K
FFA
228
Farther Finance Advisors
California
$17.2K +$8.28K +50 +100%
TFGT
229
TS Financial Group (TSFG)
Illinois
$17K
MWM
230
Mascoma Wealth Management
New Hampshire
$16.8K
NECFA
231
New England Capital Financial Advisors
Connecticut
$16.5K
BCMLT
232
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.8K
GTAM
233
Global Trust Asset Management
Florida
$13.8K
SAM
234
Smartleaf Asset Management
Massachusetts
$13.7K
AP
235
Atwood & Palmer
Missouri
$12.9K
CMBA
236
C.M. Bidwell & Associates
Hawaii
$12.9K
NSIM
237
North Star Investment Management
Illinois
$12.9K
PCFFS
238
Pacific Center for Financial Services
California
$8.95K
AA
239
Addison Advisors
Vermont
$7.05K
PMFA
240
Plante Moran Financial Advisors
Michigan
$6.36K
GEA
241
Glen Eagle Advisors
New Jersey
$5.16K
DCM
242
Davis Capital Management
Florida
$3.78K
US Bancorp
243
US Bancorp
Minnesota
$3.44K -$8.61K -52 -72%
HI
244
Hoey Investments
Pennsylvania
$2.31K
AIC
245
Archer Investment Corporation
Indiana
$2.23K
PA
246
Parallel Advisors
California
$2.23K
C
247
Covestor
United Kingdom
$2K
GFPC
248
Global Financial Private Client
Florida
$1.89K
Russell Investments Group
249
Russell Investments Group
United Kingdom
$1.89K +$1.82K +11 New
BA
250
Bristlecone Advisors
Washington
$1.72K +$1.66K +10 New

FBT Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2024, worth a combined $576M — up 7.6% from $536M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FBT positions and 23 closed out — a net gain of 9 holders — while 55 added to existing stakes and 97 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Wells Fargo, cutting an estimated $30.3M.

  • 257 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2024, up from 251 in Q2 2024.
  • Funds reported $576M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 32 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2024 and 23 closed out, a net change of +9 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2024 was Wells Fargo, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2024.