We are live on ! Find out more
FBT icon

First Trust NYSE Arca Biotechnology Index Fund

218 hedge funds and large institutions have $625M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $303K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $588M → $625M (+$36.5M)

5.89% more ownership

Funds ownership: 46.12%52.01% (+5.9%)

3% less funds holding

Funds holding: 224218 (-6)

17% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 72

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
218
Holders Change
-6
Holders Change %
-2.68%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
20
Increased
60
Reduced
72
Closed
26
Calls
$2.2M
Puts
$303K
Net Calls
+$1.9M
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$787K +$638K +4,545 +321%
AWM
77
AE Wealth Management
Kansas
$775K +$273K +1,946 +50%
Two Sigma Advisers
78
Two Sigma Advisers
New York
$752K +$800K +5,700 New
GW
79
GW & Wade
Massachusetts
$743K +$91.2K +650 +13%
APA
80
American Portfolios Advisors
New York
$713K -$34.4K -245 -4%
BFIC
81
Bedell Frazier Investment Counselling
California
$709K +$164K +1,171 +28%
1SB
82
1ST Source Bank
Indiana
$681K -$483K -3,445 -40%
BAM
83
Belpointe Asset Management
Nevada
$661K +$702K +5,005 New
IWM
84
IHT Wealth Management
Illinois
$628K +$668K +4,760 New
SG
85
StoneX Group
New York
$624K +$249K +1,775 +60%
Baird Financial Group
86
Baird Financial Group
Wisconsin
$591K -$13.8K -98 -2%
SI
87
Stephens Inc
Arkansas
$561K -$2.1K -15 -0.4%
EH
88
Equitable Holdings
New York
$557K -$5.61K -40 -0.9%
FA
89
Flagstar Advisors
New York
$543K +$149K +1,060 +35%
MWM
90
Meridian Wealth Management
Kentucky
$535K -$39.6K -282 -7%
SWM
91
Spire Wealth Management
Virginia
$528K -$429K -3,054 -43%
Jane Street
92
Jane Street
New York
$521K +$554K +3,949 New
AWS
93
Atria Wealth Solutions
New York
$520K -$982 -7 -0.2%
SYBT
94
Stock Yards Bank & Trust
Kentucky
$517K -$23.2K -165 -4%
LSPW
95
Lake Street Private Wealth
Illinois
$516K +$3.51K +25 +0.6%
WE
96
Wealth Effects
Massachusetts
$511K -$28.1K -200 -5%
OC
97
Oppenheimer & Co
New York
$508K +$25.4K +181 +5%
IWC
98
Integrated Wealth Concepts
Massachusetts
$506K
FEG
99
Financial Enhancement Group
Indiana
$496K +$20.6K +147 +4%
CAL
100
Capital Analysts LLC
Pennsylvania
$493K +$241K +1,721 +86%

FBT Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2022, worth a combined $625M — up 6.2% from $588M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FBT and 20 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 60 added.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $60.2M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $4.78M sold.

  • 218 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2022, down from 224 in Q2 2022.
  • Funds reported $625M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 20 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2022 and 26 closed out, a net change of -6 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2022 was Silver Oak Securities, an estimated $60.2M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2022 was Sterling Manor Financial, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2022.