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First Trust NYSE Arca Biotechnology Index Fund

236 hedge funds and large institutions have $977M invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 21

11% more funds holding

Funds holding: 213236 (+23)

2% more capital invested

Capital invested by funds: $959M → $977M (+$17.8M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.02% less ownership

Funds ownership: 48.95%47.93% (-1%)

20% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 75

Holders
236
Holders Change
+23
Holders Change %
+10.8%
% of All Funds
4.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
47
Increased
60
Reduced
75
Closed
21
Calls
$874K
Puts
Net Calls
+$874K
Net Calls Change
-$46K
Name Holding Trade Value Shares
Change
Change in
Stake
TA
101
TruWealth Advisors
Louisiana
$602K +$581K +3,582 New
RA
102
RFG Advisory
Alabama
$582K -$61.3K -378 -10%
FIM
103
Freedom Investment Management
Connecticut
$571K -$77.1K -475 -12%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$558K -$47.4K -292 -8%
LSPW
105
Lake Street Private Wealth
Illinois
$544K -$1.62K -10 -0.3%
RFN
106
RDA Financial Network
Iowa
$539K -$75.9K -468 -13%
SFPG
107
Stonebridge Financial Planning Group
Florida
$536K -$13.8K -85 -3%
D
108
Diversified
Delaware
$536K +$553K +3,406 New
CAM
109
Cozad Asset Management
Illinois
$528K -$40.6K -250 -7%
HCIA
110
Hochman Cole Investment Advisors
Illinois
$525K -$1.78K -11 -0.4%
MOS
111
MGO One Seven
Ohio
$505K -$39.7K -245 -8%
MAFM
112
Mid Atlantic Financial Management
Pennsylvania
$492K +$12.7K +78 +3%
CS
113
Comerica Securities
Michigan
$491K +$39.9K +246 +9%
CFD
114
Creative Financial Designs
Indiana
$488K -$266K -1,640 -36%
CAM
115
Crestone Asset Management
Colorado
$478K -$556K -3,429 -55%
PFA
116
Plotkin Financial Advisors
Maryland
$470K -$8.27K -51 -2%
RCA
117
Ranch Capital Advisors
Florida
$463K +$45.1K +278 +11%
NFG
118
Next Financial Group
Texas
$461K +$26.4K +163 +6%
WAS
119
WESPAC Advisors SoCal
California
$460K -$45.3K -279 -9%
OIM
120
Oder Investment Management
California
$460K +$441K +2,718 New
CA
121
Calton & Associates
Florida
$458K +$195K +1,202 +79%
LNWWM
122
Laird Norton Wetherby Wealth Management
California
$454K
NFG
123
Nations Financial Group
Iowa
$441K -$26.8K -165 -6%
KWM
124
Kingsview Wealth Management
Oregon
$430K +$98.3K +606 +31%
GW
125
GW & Wade
Massachusetts
$414K +$400K +2,466 New

FBT Hedge Fund Activity: Q4 2020 in Review

236 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2020, worth a combined $977M — up 1.9% from $959M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new FBT positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 75 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.38M. The largest seller was Wells Fargo, cutting an estimated $20M.

  • 236 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2020, up from 213 in Q3 2020.
  • Funds reported $977M of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2020, up 1.9% quarter-over-quarter.
  • 47 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2020 and 21 closed out, a net change of +26 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2020 was LPL Financial, an estimated $6.38M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2020 was Wells Fargo, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2020.