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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
AF
76
Allworth Financial
California
$989K +$928K +5,432 +3,852%
Focus Partners Wealth
77
Focus Partners Wealth
Massachusetts
$969K +$996K +5,831 New
OC
78
Oppenheimer & Co
New York
$969K -$50.9K -298 -5%
BFIC
79
Bedell Frazier Investment Counselling
California
$969K +$2.56K +15 +0.3%
SAM
80
SignalPoint Asset Management
Missouri
$968K -$41.5K -243 -4%
HI
81
Harbour Investments
Wisconsin
$965K -$136K -796 -12%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$941K -$23.4K -137 -2%
PA
83
Pinnacle Associates
New York
$915K -$384K -2,246 -29%
CCFM
84
Clear Creek Financial Management
Washington
$913K +$108K +633 +13%
BCI
85
Brinker Capital Investments
Pennsylvania
$913K +$31.6K +185 +3%
OPS
86
Orion Portfolio Solutions
Nebraska
$913K +$31.6K +185 +3%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$907K -$32.3K -189 -3%
Jones Financial Companies
88
Jones Financial Companies
Missouri
$898K +$346K +2,026 +60%
GWP
89
Gateway Wealth Partners
Wisconsin
$890K +$916K +5,358 New
MA
90
Mutual Advisors
Nebraska
$888K -$1.71K -10 -0.2%
PWM
91
Puff Wealth Management
New Jersey
$887K +$912K +5,338 New
DWP
92
Daymark Wealth Partners
Ohio
$882K +$24.1K +141 +3%
FEG
93
Financial Enhancement Group
Indiana
$851K +$203K +1,189 +32%
IWM
94
Iams Wealth Management
Nebraska
$844K +$73.8K +432 +9%
RWP
95
RWA Wealth Partners
Massachusetts
$842K
MW
96
Maia Wealth
Colorado
$835K -$11.8K -69 -1%
DIP
97
Davis Investment Partners
North Carolina
$805K
GA
98
GoalVest Advisory
New York
$782K
Cerity Partners
99
Cerity Partners
New York
$778K +$81.2K +475 +11%
WP
100
WealthShield Partners
North Carolina
$764K +$73K +427 +10%

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.