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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
Goldman Sachs
26
Goldman Sachs
New York
$4.9M +$1.38M +8,334 +41%
AssetMark Inc
27
AssetMark Inc
California
$4.89M +$3.31M +19,978 +236%
IAA
28
Independent Advisor Alliance
North Carolina
$4.63M -$243K -1,466 -5%
RIA
29
RPG Investment Advisory
California
$4.53M -$31.5K -190 -0.7%
SA
30
SFI Advisors
New Jersey
$4.38M +$12.4K +75 +0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$4.29M +$1.31M +7,936 +47%
BEI
32
Benjamin Edwards Inc
Missouri
$3.65M +$3.41M +20,606 +3,463%
GWA
33
GGM Wealth Advisors
Maryland
$3.59M +$54.8K +331 +2%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$3.43M +$3.3M +19,948 New
Citigroup
35
Citigroup
New York
$3.28M -$173K -1,045 -5%
Citadel Advisors
36
Citadel Advisors
Florida
$3.02M -$2.15M -12,993 -43%
NA
37
Navellier & Associates
Nevada
$2.95M -$686K -4,147 -19%
Two Sigma Investments
38
Two Sigma Investments
New York
$2.87M +$2.3M +13,900 +496%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.82M +$25.8K +156 +1%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.74M +$542K +3,275 +26%
AWM
41
AE Wealth Management
Kansas
$2.36M +$1.33M +8,014 +140%
NA
42
NewEdge Advisors
Louisiana
$2.24M -$23.5K -142 -1%
Brown Advisory
43
Brown Advisory
Maryland
$1.99M +$18.4K +111 +1%
AA
44
Ancora Advisors
Ohio
$1.84M -$94.4K -570 -5%
JWS
45
Juncture Wealth Strategies
Arizona
$1.81M +$30.1K +182 +2%
KAS
46
Kestra Advisory Services
Texas
$1.81M -$90.5K -547 -5%
PFS
47
Prospera Financial Services
Texas
$1.76M +$847K +5,118 +100%
AWS
48
Atria Wealth Solutions
New York
$1.75M +$781K +4,717 +86%
CAS
49
Coppell Advisory Solutions
Texas
$1.75M +$1.62M +9,789 +2,309%
QCIG
50
Quad-Cities Investment Group
Iowa
$1.72M +$18.5K +112 +1%

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.