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First Trust NYSE Arca Biotechnology Index Fund

253 hedge funds and large institutions have $546M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $510M → $546M (+$36M)

1% more funds holding

Funds holding: 250253 (+3)

0.68% less ownership

Funds ownership: 50.59%49.91% (-0.68%)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

Holders
253
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
75
Reduced
86
Closed
20
Calls
$3.64M
Puts
Net Calls
+$3.64M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$948K +$901K +5,288 New
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$922K -$41.4K -243 -5%
FWP
78
Forefront Wealth Partners
Texas
$919K +$342K +2,010 +65%
SP
79
Stablepoint Partners
Massachusetts
$874K +$68.8K +404 +9%
DIP
80
Davis Investment Partners
North Carolina
$872K
WP
81
WealthShield Partners
North Carolina
$858K +$852 +5 +0.1%
Cerity Partners
82
Cerity Partners
New York
$843K +$801K +4,703 New
GPW
83
Gentry Private Wealth
Kansas
$836K
GA
84
GoalVest Advisory
New York
$836K
PA
85
Pinnacle Associates
New York
$829K -$108K -635 -12%
WI
86
WBI Investments
New Jersey
$812K +$515K +3,027 +202%
Creative Planning
87
Creative Planning
Kansas
$795K -$6.3K -37 -0.8%
PAS
88
Park Avenue Securities
New York
$769K +$37.5K +220 +5%
RWP
89
RWA Wealth Partners
Massachusetts
$764K -$28.6K -168 -4%
PFA
90
Pinnacle Family Advisors
Missouri
$734K +$45.1K +265 +7%
RSWM
91
Robertson Stephens Wealth Management
California
$718K +$55.5K +326 +9%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$712K +$677K +3,973 New
DQRIM
93
Dale Q Rice Investment Management
Washington
$707K -$26.1K -153 -4%
GVAG
94
Great Valley Advisor Group
Delaware
$684K +$46.2K +271 +8%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$674K -$45.6K -268 -7%
1SB
96
1ST Source Bank
Indiana
$674K
Goldman Sachs
97
Goldman Sachs
New York
$671K -$8.74M -51,311 -93%
AWM
98
Apollon Wealth Management
South Carolina
$668K -$23.7K -139 -4%
LSPW
99
Lake Street Private Wealth
Illinois
$655K +$16.9K +99 +3%
FA
100
Flagstar Advisors
New York
$654K -$43.9K -258 -7%