We are live on ! Find out more
FBT icon

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
QPW
51
Quantum Private Wealth
Florida
$1.68M -$199K -1,203 -11%
MC
52
Moors & Cabot
Massachusetts
$1.67M +$61.9K +374 +4%
PAG
53
Private Advisor Group
New Jersey
$1.61M -$186K -1,121 -11%
TYCC
54
Texas Yale Capital Corp
Florida
$1.6M
PSF
55
Pacific Sun Financial
California
$1.56M -$116K -700 -7%
Bank of New York Mellon
56
Bank of New York Mellon
New York
$1.53M +$1.47M +8,905 New
KPWS
57
Kestra Private Wealth Services
Texas
$1.52M -$106K -640 -7%
RAS
58
RPS Advisory Solutions
Kentucky
$1.52M -$25.5K -154 -2%
CHAM
59
Clear Harbor Asset Management
Connecticut
$1.5M +$2.48K +15 +0.2%
TSMHT
60
Thurston Springer Miller Herd & Titak
Indiana
$1.47M +$4.3K +26 +0.3%
TC
61
TAP Consulting
Missouri
$1.47M -$697K -4,209 -33%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$1.43M
WA
63
Waverly Advisors
Alabama
$1.37M -$7.95K -48 -0.6%
First Trust Advisors
64
First Trust Advisors
Illinois
$1.36M +$249K +1,504 +24%
MCM
65
MAI Capital Management
Ohio
$1.27M -$93K -562 -7%
PA
66
Pinnacle Associates
New York
$1.22M +$111K +669 +9%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$1.2M -$114K -686 -9%
NRI
68
NFP Retirement Inc
California
$1.16M
HI
69
Harbour Investments
Wisconsin
$1.14M +$86.6K +523 +9%
BPA
70
Beacon Pointe Advisors
California
$1.06M +$16.6K +100 +2%
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$6.95K +42 +0.7%
OC
72
Oppenheimer & Co
New York
$1.05M -$40.1K -242 -4%
SAM
73
SignalPoint Asset Management
Missouri
$1.04M -$53.3K -322 -5%
SP
74
Stablepoint Partners
Massachusetts
$1M +$175K +1,059 +22%
BFIC
75
Bedell Frazier Investment Counselling
California
$999K -$589K -3,560 -38%

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.