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First Trust NYSE Arca Biotechnology Index Fund
FBT

220 hedge funds and large institutions have $663M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

2.19% less ownership

Funds ownership: 47.03% → 44.84% (-2.2%)

11% less funds holding

Funds holding: 247 → 220 (-27)

17% less capital invested

Capital invested by funds: $801M → $663M (-$138M)

51% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 47

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
220
Holders Change
-27
Holders Change %
-10.93%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
45
Reduced
96
Closed
47
Calls
$1.16M
Puts
–
Net Calls
+$1.16M
Net Calls Change
+$1.21M

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$4.33M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.16M
3
Wells Fargo
Wells Fargo
California
+$3.04M
4
RWP
RWA Wealth Partners
Massachusetts
+$1.91M
5
IAA
Independent Advisor Alliance
North Carolina
+$1.89M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.3M
2
BWM
Bulltick Wealth Management
Florida
-$12.9M
3
KCM
Karp Capital Management
California
-$12.1M
4
LPL Financial
LPL Financial
California
-$8.51M
5
Bank of America
Bank of America
North Carolina
-$6.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$4.08M -$674K -4,554 -14%
Truist Financial
27
Truist Financial
North Carolina
$3.66M -$41.6K -281 -1%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$3.12M -$584K -3,946 -16%
BRWA
29
B. Riley Wealth Advisors
Florida
$2.92M -$213K -1,443 -7%
AA
30
Ancora Advisors
Ohio
$2.82M -$275K -1,860 -9%
IA
31
IFP Advisors
Florida
$2.7M +$1.83M +12,403 +190%
Citigroup
32
Citigroup
New York
$2.59M +$4.88K +33 +0.2%
PAG
33
Private Advisor Group
New Jersey
$2.58M -$305K -2,059 -11%
KAS
34
Kestra Advisory Services
Texas
$2.33M -$768K -5,194 -25%
TFA
35
TPG Financial Advisors
Oregon
$2.25M +$350K +2,367 +19%
KCIA
36
Kingsbury Capital Investment Advisors
Illinois
$2.16M +$2.15M +14,510 New
MCWS
37
McKinley Carter Wealth Services
West Virginia
$2.09M -$321K -2,167 -13%
UCFA
38
United Capital Financial Advisors
Texas
$2.07M -$46.6K -315 -2%
TRCT
39
Tower Research Capital (TRC)
New York
$1.99M -$303K -2,050 -13%
IAA
40
Independent Advisor Alliance
North Carolina
$1.91M +$1.89M +12,809 New
CHAM
41
Clear Harbor Asset Management
Connecticut
$1.91M -$84K -568 -4%
PSF
42
Pacific Sun Financial
California
$1.87M -$19.2K -130 -1%
IAN
43
Integrated Advisors Network
Texas
$1.87M +$815K +5,509 +78%
IWC
44
Integrated Wealth Concepts
Massachusetts
$1.81M +$338K +2,287 +23%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$1.78M -$764K -5,167 -30%
OA
46
Oxbow Advisors
Texas
$1.74M – – –
QPW
47
Quantum Private Wealth
Florida
$1.68M +$26.5K +179 +2%
KPWS
48
Kestra Private Wealth Services
Texas
$1.52M -$689K -4,659 -31%
TYCC
49
Texas Yale Capital Corp
Florida
$1.39M – – –
KA
50
Kovack Advisors
Florida
$1.38M -$4.29K -29 -0.3%
1
2
3 4 5

FBT Hedge Fund Activity: Q1 2022 in Review

220 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2022, worth a combined $663M — down 17% from $801M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FBT and 23 opened new positions — a net loss of 24 holders — while 96 trimmed existing stakes and 45 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.33M. The largest seller was Morgan Stanley, cutting an estimated $15.3M.

  • 220 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2022, down from 247 in Q4 2021.
  • Funds reported $663M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2022, down 17% quarter-over-quarter.
  • 23 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2022 and 47 closed out, a net change of -24 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2022 was Old Mission Capital, an estimated $4.33M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2022 was Morgan Stanley, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.