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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
VWM
251
Venturi Wealth Management
Texas
$1.72K +$1.66K +10 New
DF
252
Dunhill Financial
United Kingdom
$1.55K
IAIM
253
International Assets Investment Management
Florida
$1.08K +$30.5M +184,433 +17,093%
ACA
254
Aptus Capital Advisors
Alabama
$344
GWANC
255
Guardian Wealth Advisors (North Carolina)
North Carolina
$344
TRCT
256
Tower Research Capital (TRC)
New York
$172 -$497 -3 -75%
SIS
257
Sound Income Strategies
Florida
$114
Jane Street
258
Jane Street
New York
-$6.49M -42,128 Closed
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
-$3.73M -24,220 Closed
SFC
260
Strategic Financial Concepts
Texas
-$23.4K -16,758 Closed
SA
261
Sanctuary Advisors
Indiana
-$1.04M -7,239 Closed
Focus Partners Wealth
262
Focus Partners Wealth
Massachusetts
-$1.02M -6,597 Closed
FTUS
263
Flow Traders U.S.
New York
-$777K -5,046 Closed
SPC
264
Sigma Planning Corp
Michigan
-$615K -3,992 Closed
SAM
265
Strategy Asset Managers
California
-$471K -3,076 Closed
IA
266
IFG Advisory
Georgia
-$353K -2,295 Closed
AWA
267
Arkadios Wealth Advisors
Georgia
-$345K -2,241 Closed
Marshall Wace
268
Marshall Wace
United Kingdom
-$302K -1,963 Closed
VCM
269
Virtue Capital Management
Tennessee
-$307K -1,892 Closed
GWP
270
Gateway Wealth Partners
Wisconsin
-$255K -1,656 Closed
CAL
271
Capital Analysts LLC
Pennsylvania
-$240K -1,557 Closed
HF
272
HRT Financial
New York
-$238K -1,548 Closed
ATPW
273
Ashton Thomas Private Wealth
Arizona
-$130K -846 Closed
BWP
274
Baldwin Wealth Partners
Massachusetts
-$30.8K -200 Closed
National Bank of Canada
275
National Bank of Canada
Quebec, Canada
-$30.6K -200 Closed

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.