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First Trust NYSE Arca Biotechnology Index Fund

224 hedge funds and large institutions have $588M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

2% more funds holding

Funds holding: 220224 (+4)

1.28% more ownership

Funds ownership: 44.84%46.12% (+1.3%)

11% less capital invested

Capital invested by funds: $663M → $588M (-$74.8M)

47% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 85

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
45
Reduced
85
Closed
18
Calls
$1.75M
Puts
Net Calls
+$1.75M
Net Calls Change
+$586K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$792K -$46.3K -336 -5%
APA
77
American Portfolios Advisors
New York
$765K -$46.6K -338 -6%
Brown Advisory
78
Brown Advisory
Maryland
$746K +$234K +1,700 +45%
JWS
79
Juncture Wealth Strategies
Arizona
$737K -$43.6K -316 -5%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$687K -$2.21K -16 -0.3%
GW
81
GW & Wade
Massachusetts
$675K
CA
82
Cetera Advisors
Colorado
$661K -$79.3K -575 -11%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$620K -$218K -1,579 -26%
NA
84
NewEdge Advisors
Louisiana
$591K +$601K +4,361 New
MWM
85
Meridian Wealth Management
Kentucky
$587K
SI
86
Stephens Inc
Arkansas
$578K +$7.58K +55 +1%
EH
87
Equitable Holdings
New York
$578K +$14.5K +105 +3%
BFIC
88
Bedell Frazier Investment Counselling
California
$569K -$57.1K -414 -9%
SYBT
89
Stock Yards Bank & Trust
Kentucky
$553K +$563K +4,086 New
WE
90
Wealth Effects
Massachusetts
$552K +$27.6K +200 +5%
SS
91
Sunbelt Securities
Texas
$545K -$2.21K -16 -0.4%
AWS
92
Atria Wealth Solutions
New York
$535K -$259K -1,879 -32%
AWM
93
AE Wealth Management
Kansas
$532K -$15.7K -114 -3%
LSPW
94
Lake Street Private Wealth
Illinois
$526K +$57.2K +415 +12%
IWC
95
Integrated Wealth Concepts
Massachusetts
$519K -$1.15M -8,336 -69%
OC
96
Oppenheimer & Co
New York
$498K -$29.1K -211 -5%
FEG
97
Financial Enhancement Group
Indiana
$490K +$241K +1,745 +93%
OIM
98
Oder Investment Management
California
$488K
TA
99
TFG Advisers
Michigan
$484K -$27.6K -200 -5%
AWM
100
Avior Wealth Management
Nebraska
$482K -$13.1K -95 -3%

FBT Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2022, worth a combined $588M — down 11% from $663M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FBT positions and 18 closed out — a net gain of 6 holders — while 45 added to existing stakes and 85 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.05M. The largest seller was Morgan Stanley, cutting an estimated $12.5M.

  • 224 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2022, up from 220 in Q1 2022.
  • Funds reported $588M of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 24 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2022 and 18 closed out, a net change of +6 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2022 was Osaic Holdings, an estimated $8.05M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2022.