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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
PFS
51
Prospera Financial Services
Texas
$1.7M -$1.88K -11 -0.1%
IA
52
IFP Advisors
Florida
$1.7M +$1.23M +7,204 +237%
QCIG
53
Quad-Cities Investment Group
Iowa
$1.61M -$54.3K -318 -3%
NW
54
NewEdge Wealth
Pennsylvania
$1.59M +$674K +3,947 +70%
TYCC
55
Texas Yale Capital Corp
Florida
$1.55M
AAS
56
Avantax Advisory Services
Texas
$1.44M +$795K +4,655 +115%
KDA
57
Kraft Davis & Associates
Missouri
$1.44M +$1.43M +8,358 New
CHAM
58
Clear Harbor Asset Management
Connecticut
$1.43M -$15.4K -90 -1%
PSF
59
Pacific Sun Financial
California
$1.41M -$104K -607 -7%
KPWS
60
Kestra Private Wealth Services
Texas
$1.41M -$66.3K -388 -4%
DQRIM
61
Dale Q Rice Investment Management
Washington
$1.39M +$1.43M +8,371 New
PAG
62
Private Advisor Group
New Jersey
$1.36M -$201K -1,174 -13%
QPW
63
Quantum Private Wealth
Florida
$1.33M -$298K -1,744 -18%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$1.28M +$123K +718 +10%
AWS
65
Atria Wealth Solutions
New York
$1.27M -$430K -2,517 -25%
MCWS
66
McKinley Carter Wealth Services
West Virginia
$1.26M -$123K -717 -9%
MCM
67
MAI Capital Management
Ohio
$1.24M +$7.01K +41 +0.6%
WIA
68
World Investment Advisors
California
$1.19M +$859K +5,029 +238%
First Trust Advisors
69
First Trust Advisors
Illinois
$1.16M -$153K -894 -11%
Bank of New York Mellon
70
Bank of New York Mellon
New York
$1.13M -$356K -2,085 -23%
NRI
71
NFP Retirement Inc
California
$1.12M
SCA
72
Snowden Capital Advisors
New York
$1.11M +$864K +5,059 +308%
BPA
73
Beacon Pointe Advisors
California
$1.02M +$171 +1 +0%
SP
74
Stablepoint Partners
Massachusetts
$1.01M +$38.6K +226 +4%
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$998K -$20.7K -121 -2%

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.