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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
YC
26
Yarbrough Capital
Tennessee
$5.18M
IWC
27
Integrated Wealth Concepts
Massachusetts
$5.1M +$19.5K +114 +0.4%
LJAC
28
L.J. Altfest & Co
New York
$5.02M +$5.16M +30,209 New
MIG
29
McGuire Investment Group
Rhode Island
$5M -$1.37K -8 -0%
MWM
30
Modern Wealth Management
Kansas
$4.96M +$5.09M +29,816 New
AssetMark Inc
31
AssetMark Inc
California
$4.68M -$53.3K -312 -1%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$4.65M -$2.6M -15,192 -35%
RIA
33
RPG Investment Advisory
California
$4.36M -$25.8K -151 -0.6%
SA
34
SFI Advisors
New Jersey
$4.23M -$2.05K -12 -0%
BEI
35
Benjamin Edwards Inc
Missouri
$3.84M +$322K +1,886 +9%
Jane Street
36
Jane Street
New York
$3.25M +$3.34M +19,534 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$3.2M -$116K -681 -3%
KAS
38
Kestra Advisory Services
Texas
$3.19M +$1.48M +8,669 +82%
Two Sigma Investments
39
Two Sigma Investments
New York
$2.84M +$65.8K +385 +2%
JP Morgan Chase
40
JP Morgan Chase
New York
$2.58M -$69.7K -408 -3%
NA
41
NewEdge Advisors
Louisiana
$2.43M +$270K +1,582 +12%
Citigroup
42
Citigroup
New York
$2.41M -$782K -4,576 -24%
RPSA
43
Richard P. Slaughter Associates
Texas
$2.25M +$1.56M +9,121 +206%
AWM
44
AE Wealth Management
Kansas
$2.12M -$176K -1,030 -7%
HighTower Advisors
45
HighTower Advisors
Illinois
$2.11M -$625K -3,658 -22%
JWS
46
Juncture Wealth Strategies
Arizona
$1.88M +$133K +777 +7%
TC
47
TAP Consulting
Missouri
$1.86M +$454K +2,658 +31%
Brown Advisory
48
Brown Advisory
Maryland
$1.81M -$121K -711 -6%
MC
49
Moors & Cabot
Massachusetts
$1.81M +$198K +1,158 +12%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$1.48M +8,663 +428%

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.