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First Trust NYSE Arca Biotechnology Index Fund

247 hedge funds and large institutions have $707M invested in First Trust NYSE Arca Biotechnology Index Fund in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
59
Reduced
87
Closed
21
Calls
$1.72M
Puts
Net Calls
+$1.72M
Net Calls Change
+$196K
Name Holding Trade Value Shares
Change
Shares
Change %
NRI
76
NFP Retirement Inc
California
$1.07M -$76.6K -500 -7%
NP
77
Nilsine Partners
Colorado
$1.07M -$8.42K -55 -0.8%
SAM
78
SignalPoint Asset Management
Missouri
$1M -$1.07K -7 -0.1%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$999K -$83.3K -544 -8%
DWP
80
Daymark Wealth Partners
Ohio
$987K -$51K -333 -5%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$981K +$155K +1,013 +19%
WFA
82
WMG Financial Advisors
Tennessee
$971K -$325K -2,125 -25%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$932K -$946K -6,178 -50%
SPC
84
Sigma Planning Corp
Michigan
$918K -$65.6K -428 -7%
BFIC
85
Bedell Frazier Investment Counselling
California
$909K -$51.1K -334 -5%
JPMPWA
86
J.P. Morgan Private Wealth Advisors
California
$906K -$248K -1,621 -22%
RSWM
87
Robertson Stephens Wealth Management
California
$904K -$65.7K -429 -7%
OWA
88
Outlook Wealth Advisors
Texas
$889K +$524K +3,422 +144%
MA
89
Mutual Advisors
Nebraska
$877K +$12.1K +79 +1%
GW
90
GW & Wade
Massachusetts
$861K -$17K -111 -2%
WWM
91
Western Wealth Management
Colorado
$859K +$501K +3,272 +140%
OIA
92
OneDigital Investment Advisors
Kansas
$857K -$13K -85 -1%
Cerity Partners
93
Cerity Partners
New York
$835K +$541K +3,530 +183%
FHC
94
First Heartland Consultants
Missouri
$820K -$3.98K -26 -0.5%
VWA
95
Visionary Wealth Advisors
Illinois
$779K +$23K +150 +3%
LFAS
96
Level Four Advisory Services
Texas
$776K +$72.6K +474 +10%
AC
97
Anson Capital
Georgia
$772K +$304K +1,986 +65%
CFD
98
Creative Financial Designs
Indiana
$760K -$24.7K -161 -3%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$746K -$20.5K -134 -3%
DIP
100
Davis Investment Partners
North Carolina
$738K