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First Trust NYSE Arca Biotechnology Index Fund
FBT

224 hedge funds and large institutions have $1.05B invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 42

118% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

55% more capital invested

Capital invested by funds: $677M → $1.05B (+$369M)

13% more funds holding

Funds holding: 199 → 224 (+25)

1.91% more ownership

Funds ownership: 47.16% → 49.07% (+1.9%)

Holders
224
Holders Change
+25
Holders Change %
+12.56%
% of All Funds
4.59%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.21%
New
48
Increased
99
Reduced
42
Closed
22
Calls
$3.32M
Puts
–
Net Calls
+$3.32M
Net Calls Change
+$2.27M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$39.7M
2
LPL Financial
LPL Financial
California
+$19.1M
3
Wells Fargo
Wells Fargo
California
+$17.4M
4
UBS Group
UBS Group
Switzerland
+$13.4M
5
NEIRG
New England Investment & Retirement Group
Massachusetts
+$11.2M

Top Sellers

Rank Fund Capital Flow
1
PVH
Psagot Value Holdings
Israel
-$13.3M
2
TI
tru Independence
Oregon
-$10.7M
3
AIC
Ameritas Investment Company
Nebraska
-$4.64M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$2.7M
5
Ameriprise
Ameriprise
Minnesota
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
51
Bank Julius Baer & Co
Switzerland
$2.34M -$229K -1,460 -9%
OC
52
Oppenheimer & Co
New York
$2.27M +$1.4M +8,899 +191%
PSF
53
Pacific Sun Financial
California
$2.25M -$86.3K -550 -4%
HAS
54
HBW Advisory Services
California
$2.19M +$2.04M +13,026 New
AWM
55
AE Wealth Management
Kansas
$2.13M +$1.27M +8,061 +175%
1SB
56
1ST Source Bank
Indiana
$2.05M +$94.2K +600 +5%
MFG
57
Merit Financial Group
Georgia
$2.02M +$636K +4,054 +51%
IA
58
IFP Advisors
Florida
$1.85M -$213K -1,358 -11%
NFG
59
Next Financial Group
Texas
$1.77M +$1.63M +10,397 +5,744%
SAM
60
SignalPoint Asset Management
Missouri
$1.76M -$54.9K -350 -3%
TFA
61
TPG Financial Advisors
Oregon
$1.76M +$1.64M +10,473 New
WI
62
Wintrust Investments
Illinois
$1.75M -$207K -1,317 -11%
CAG
63
Csenge Advisory Group
Florida
$1.73M +$1.62M +10,292 New
OA
64
Oxbow Advisors
Texas
$1.72M -$66.7K -425 -4%
LNC
65
Lincoln National Corp
Pennsylvania
$1.66M +$78.9K +503 +5%
QCIG
66
Quad-Cities Investment Group
Iowa
$1.65M -$37.2K -237 -2%
CAL
67
Capital Analysts LLC
Pennsylvania
$1.62M +$279K +1,775 +23%
SS
68
Simplicity Solutions
Minnesota
$1.59M +$1.22M +7,795 +455%
CAM
69
Crestone Asset Management
Colorado
$1.56M -$1.22M -7,801 -46%
TYCC
70
Texas Yale Capital Corp
Florida
$1.56M – – –
CWM
71
Cornerstone Wealth Management
Missouri
$1.51M +$1.42M +9,020 New
SWP
72
Stratos Wealth Partners
Ohio
$1.41M +$589K +3,753 +80%
FPGK
73
Financial Partners Group (Kansas)
Kansas
$1.39M -$120K -766 -8%
CHAM
74
Clear Harbor Asset Management
Connecticut
$1.34M +$126K +800 +11%
GIA
75
Gladstone Institutional Advisory
Florida
$1.33M +$926K +5,902 +289%
1 2
3
4 5

FBT Hedge Fund Activity: Q2 2020 in Review

224 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2020, worth a combined $1.05B — up 55% from $677M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FBT positions and 22 closed out — a net gain of 26 holders — while 99 added to existing stakes and 42 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39.7M. The largest seller was Psagot Value Holdings, exiting entirely with an estimated $13.3M sold.

  • 224 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2020, up from 199 in Q1 2020.
  • Funds reported $1.05B of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2020, up 55% quarter-over-quarter.
  • 48 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2020 and 22 closed out, a net change of +26 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2020 was Morgan Stanley, an estimated $39.7M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2020 was Psagot Value Holdings, an estimated $13.3M sold.

Based on aggregated 13F filings for Q2 2020.