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First Trust NYSE Arca Biotechnology Index Fund

256 hedge funds and large institutions have $1.1B invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $576M → $1.1B (+$526M)

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 257256 (-1)

0.55% less ownership

Funds ownership: 51.95%51.4% (-0.55%)

Holders
256
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
79
Closed
30
Calls
$881K
Puts
Net Calls
+$881K
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Atwood & Palmer
Missouri
$12.5K
CMBA
227
C.M. Bidwell & Associates
Hawaii
$12.5K
NSIM
228
North Star Investment Management
Illinois
$12.5K
FWM
229
FLP Wealth Management
Arkansas
$9.54K +$9.74K +57 New
PCFFS
230
Pacific Center for Financial Services
California
$8.71K
PTC
231
Private Trust Company
Ohio
$8.14K -$12.1K -71 -59%
TAM
232
Tucker Asset Management
Colorado
$6.98K +$7.18K +42 New
AA
233
Addison Advisors
Vermont
$6.82K
KIM
234
Kestra Investment Management
Texas
$6.49K +$6.66K +39 New
PMFA
235
Plante Moran Financial Advisors
Michigan
$6.15K
SWM
236
Spire Wealth Management
Virginia
$5.15K -$38.4K -225 -88%
GEA
237
Glen Eagle Advisors
New Jersey
$4.99K
DCM
238
Davis Capital Management
Florida
$3.66K
US Bancorp
239
US Bancorp
Minnesota
$3.32K
T
240
Transce3nd
Texas
$2.83K +$2.9K +17 New
Q1WB
241
Quest 10 Wealth Builders
Virginia
$2.66K +$2.73K +16 New
HI
242
Hoey Investments
Pennsylvania
$2.49K
PA
243
Parallel Advisors
California
$2.16K
C
244
Covestor
United Kingdom
$2K
GFPC
245
Global Financial Private Client
Florida
$1.83K
AIC
246
Archer Investment Corporation
Indiana
$1.67K -$513 -3 -23%
VWM
247
Venturi Wealth Management
Texas
$1.66K
DF
248
Dunhill Financial
United Kingdom
$1.51K
Russell Investments Group
249
Russell Investments Group
United Kingdom
$997 -$854 -5 -45%
CAWM
250
Capital A Wealth Management
Pennsylvania
$665 +$683 +4 New

FBT Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2024, worth a combined $1.1B — up 91% from $576M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FBT positions and 30 closed out — a net gain of 4 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $5.16M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.94M.

  • 256 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2024, down from 257 in Q3 2024.
  • Funds reported $1.1B of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 34 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2024 and 30 closed out, a net change of +4 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2024 was L.J. Altfest & Co, an estimated $5.16M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2024 was D.A. Davidson & Co, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2024.