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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
Qube Research & Technologies (QRT)
251
Qube Research & Technologies (QRT)
United Kingdom
$665 +$683 +4 New
NS
252
NBC Securities
Alabama
$364 -$388K -2,269 -100%
GWANC
253
Guardian Wealth Advisors (North Carolina)
North Carolina
$335
TRCT
254
Tower Research Capital (TRC)
New York
$332 +$171 +1 +100%
LC
255
Luminist Capital
Michigan
$166 +$171 +1 New
SIS
256
Sound Income Strategies
Florida
$110
IAIM
257
International Assets Investment Management
Florida
-$1.08K -185,512 Closed
GSIAS
258
Garden State Investment Advisory Services
New Jersey
-$473K -26,137 Closed
GWA
259
GGM Wealth Advisors
Maryland
-$3.59M -20,897 Closed
NA
260
Navellier & Associates
Nevada
-$2.95M -17,159 Closed
AA
261
Ancora Advisors
Ohio
-$1.84M -10,677 Closed
CAS
262
Coppell Advisory Solutions
Texas
-$1.75M -10,213 Closed
RAS
263
RPS Advisory Solutions
Kentucky
-$1.52M -8,833 Closed
WA
264
Waverly Advisors
Alabama
-$1.37M -7,941 Closed
Corient Private Wealth
265
Corient Private Wealth
Florida
-$813K -4,727 Closed
GPW
266
Gentry Private Wealth
Kansas
-$809K -4,707 Closed
Two Sigma Advisers
267
Two Sigma Advisers
New York
-$722K -4,200 Closed
CWM
268
Campbell Wealth Management
Virginia
-$450K -2,617 Closed
OA
269
Oxbow Advisors
Texas
-$298K -1,735 Closed
FAIM
270
Financial Advocates Investment Management
Washington
-$270K -1,572 Closed
SWA
271
Stratos Wealth Advisors
Ohio
-$262K -1,522 Closed
GIA
272
Gladstone Institutional Advisory
Florida
-$253K -1,474 Closed
TA
273
TFG Advisers
Michigan
-$242K -1,405 Closed
BPWM
274
Black Point Wealth Management
Florida
-$227K -1,323 Closed
WBG
275
Wharton Business Group
Pennsylvania
-$206K -1,200 Closed

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.