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First Trust NYSE Arca Biotechnology Index Fund
FBT

243 hedge funds and large institutions have $751M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 14

20% more capital invested

Capital invested by funds: $625M → $751M (+$126M)

11% more funds holding

Funds holding: 218 → 243 (+25)

1.09% less ownership

Funds ownership: 52.01% → 50.92% (-1.1%)

11% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 72

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
243
Holders Change
+25
Holders Change %
+11.47%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
45
Increased
64
Reduced
72
Closed
14
Calls
$894K
Puts
–
Net Calls
+$894K
Net Calls Change
-$1.01M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.7M
2
Bank of America
Bank of America
North Carolina
+$11.9M
3
UBS Group
UBS Group
Switzerland
+$6.72M
4
RJA
Raymond James & Associates
Florida
+$4.42M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
SOS
Silver Oak Securities
Tennessee
-$63M
2
RWP
RWA Wealth Partners
Massachusetts
-$6.43M
3
Wells Fargo
Wells Fargo
California
-$4.38M
4
TRCT
Tower Research Capital (TRC)
New York
-$2.02M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIG
26
McGuire Investment Group
Rhode Island
$4.43M +$41.3K +280 +1%
RIA
27
RPG Investment Advisory
California
$4.35M -$30.2K -205 -0.7%
Citadel Advisors
28
Citadel Advisors
Florida
$3.96M +$2.12M +14,356 +126%
NA
29
NewEdge Advisors
Louisiana
$3.58M +$3.17M +21,503 +645%
SA
30
SFI Advisors
New Jersey
$3.57M +$162K +1,099 +5%
Chevy Chase Trust
31
Chevy Chase Trust
Maryland
$3.41M +$3.26M +22,110 New
BRWA
32
B. Riley Wealth Advisors
Florida
$3.34M +$330K +2,237 +11%
IAA
33
Independent Advisor Alliance
North Carolina
$3.01M +$576K +3,905 +25%
BFEC
34
Benjamin F. Edwards & Company
Missouri
$2.91M +$67.1K +455 +2%
RWP
35
RWA Wealth Partners
Massachusetts
$2.66M -$6.43M -43,561 -72%
IA
36
IFP Advisors
Florida
$2.64M -$43.8K -297 -2%
KAS
37
Kestra Advisory Services
Texas
$2.56M +$497K +3,369 +25%
AA
38
Ancora Advisors
Ohio
$2.28M -$57.8K -392 -3%
UCFA
39
United Capital Financial Advisors
Texas
$2.13M -$30.8K -209 -1%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$2.07M -$224K -1,521 -10%
Brown Advisory
41
Brown Advisory
Maryland
$1.96M +$645K +4,374 +52%
Citigroup
42
Citigroup
New York
$1.96M -$444K -3,008 -19%
CHAM
43
Clear Harbor Asset Management
Connecticut
$1.95M -$3.69K -25 -0.2%
OA
44
Oxbow Advisors
Texas
$1.89M +$72K +488 +4%
IAN
45
Integrated Advisors Network
Texas
$1.87M -$65.4K -443 -4%
SPIA
46
Steward Partners Investment Advisory
New York
$1.87M +$38.1K +258 +2%
CAN
47
Cetera Advisor Networks
California
$1.86M +$222K +1,507 +14%
William Blair & Company
48
William Blair & Company
Illinois
$1.83M +$1.69M +11,426 +2,463%
PSF
49
Pacific Sun Financial
California
$1.77M -$23.6K -160 -1%
First Trust Advisors
50
First Trust Advisors
Illinois
$1.76M +$183K +1,243 +12%
1
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3 4 5

FBT Hedge Fund Activity: Q4 2022 in Review

243 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2022, worth a combined $751M — up 20% from $625M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new FBT positions and 14 closed out — a net gain of 31 holders — while 64 added to existing stakes and 72 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.7M. The largest seller was Silver Oak Securities, cutting an estimated $63M.

  • 243 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2022, up from 218 in Q3 2022.
  • Funds reported $751M of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2022, up 20% quarter-over-quarter.
  • 45 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2022 and 14 closed out, a net change of +31 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2022 was Morgan Stanley, an estimated $18.7M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2022 was Silver Oak Securities, an estimated $63M sold.

Based on aggregated 13F filings for Q4 2022.