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First Trust NYSE Arca Biotechnology Index Fund

236 hedge funds and large institutions have $921M invested in First Trust NYSE Arca Biotechnology Index Fund in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 61 increasing their positions, 83 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 236236 (0)

0.36% less ownership

Funds ownership: 47.93%47.58% (-0.36%)

6% less capital invested

Capital invested by funds: $977M → $921M (-$55.9M)

27% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 83

50% less call options, than puts

Call options by funds: $1.04M | Put options by funds: $2.1M

Holders
236
Holders Change
Holders Change %
0%
% of All Funds
4.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
61
Reduced
83
Closed
30
Calls
$1.04M
Puts
$2.1M
Net Calls
-$1.06M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
51
United Capital Financial Advisors
Texas
$2.26M -$51.9K -303 -2%
Bank Julius Baer & Co
52
Bank Julius Baer & Co
Switzerland
$2.25M -$171 -1 -0%
SPIA
53
Steward Partners Investment Advisory
New York
$2.16M +$782K +4,570 +51%
GIA
54
Gladstone Institutional Advisory
Florida
$2.15M +$1.13M +6,589 +97%
TFA
55
TPG Financial Advisors
Oregon
$2M -$159K -928 -7%
SPC
56
Sigma Planning Corp
Michigan
$1.99M +$783K +4,575 +58%
IA
57
IFP Advisors
Florida
$1.97M +$132K +773 +7%
CHAM
58
Clear Harbor Asset Management
Connecticut
$1.96M +$301K +1,760 +17%
BAS
59
Brown Advisory Securities
Maryland
$1.92M -$116K -675 -5%
PA
60
Pinnacle Associates
New York
$1.84M +$147K +860 +8%
PA
61
PFG Advisors
Arizona
$1.73M -$808K -4,717 -30%
WI
62
Wintrust Investments
Illinois
$1.72M +$1.84M +10,727 New
ODG
63
O'Dell Group
Ohio
$1.69M +$1.33M +7,745 New
OA
64
Oxbow Advisors
Texas
$1.64M
WDC
65
Woodward Diversified Capital
California
$1.63M -$682K -3,981 -28%
WAS
66
WESPAC Advisors SoCal
California
$1.59M +$1.23M +7,177 +262%
1SB
67
1ST Source Bank
Indiana
$1.58M +$8.9K +52 +0.5%
TYCC
68
Texas Yale Capital Corp
Florida
$1.49M
SAM
69
SignalPoint Asset Management
Missouri
$1.47M -$108K -632 -6%
SWM
70
Spire Wealth Management
Virginia
$1.46M +$1.56M +9,120 New
LNC
71
Lincoln National Corp
Pennsylvania
$1.45M -$62.5K -365 -4%
QCIG
72
Quad-Cities Investment Group
Iowa
$1.43M -$177K -1,035 -10%
JP Morgan Chase
73
JP Morgan Chase
New York
$1.37M +$202K +1,178 +16%
FPGK
74
Financial Partners Group (Kansas)
Kansas
$1.27M +$46.2K +270 +4%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$1.26M

FBT Hedge Fund Activity: Q1 2021 in Review

236 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2021, worth a combined $921M — down 5.7% from $977M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FBT positions and 30 closed out — a net gain of 3 holders — while 61 added to existing stakes and 83 trimmed.

The largest buyer was Navellier & Associates, opening a new position worth an estimated $6.24M. The largest seller was LPL Financial, cutting an estimated $12.3M.

  • 236 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $921M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2021, down 5.7% quarter-over-quarter.
  • 33 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2021 and 30 closed out, a net change of +3 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2021 was Navellier & Associates, an estimated $6.24M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2021 was LPL Financial, an estimated $12.3M sold.

Based on aggregated 13F filings for Q1 2021.