We are live on ! Find out more
FBT icon

First Trust NYSE Arca Biotechnology Index Fund

220 hedge funds and large institutions have $663M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.19% less ownership

Funds ownership: 47.03%44.84% (-2.2%)

11% less funds holding

Funds holding: 247220 (-27)

17% less capital invested

Capital invested by funds: $801M → $663M (-$138M)

51% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 47

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
220
Holders Change
-27
Holders Change %
-10.93%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
45
Reduced
96
Closed
47
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
101
Financial Advocates Investment Management
Washington
$554K -$275K -1,856 -33%
AWM
102
Avior Wealth Management
Nebraska
$545K -$148 -1 -0%
OIM
103
Oder Investment Management
California
$538K +$30.2K +204 +6%
VCM
104
Virtue Capital Management
Tennessee
$532K -$6.51K -44 -1%
IA
105
IFG Advisory
Georgia
$526K -$386K -2,608 -43%
SG
106
StoneX Group
New York
$519K -$229K -1,545 -31%
LSPW
107
Lake Street Private Wealth
Illinois
$517K +$19.2K +130 +4%
WP
108
WealthShield Partners
North Carolina
$509K +$505K +3,413 New
D
109
Diversified
Delaware
$508K
CA
110
Cambridge Advisors
Nebraska
$507K -$888 -6 -0.2%
RFN
111
RDA Financial Network
Iowa
$438K -$13K -88 -3%
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$429K -$95.1K -643 -18%
Jane Street
113
Jane Street
New York
$413K +$410K +2,771 New
AWM
114
Apollon Wealth Management
South Carolina
$410K -$220K -1,489 -35%
WWM
115
Western Wealth Management
Colorado
$390K +$133K +900 +52%
NWM
116
Nauset Wealth Management
Connecticut
$373K
SCA
117
Snowden Capital Advisors
New York
$360K +$20.7K +140 +6%
CAM
118
Cozad Asset Management
Illinois
$357K -$443K -2,995 -56%
Creative Planning
119
Creative Planning
Kansas
$356K +$353K +2,384 New
AAS
120
Avantax Advisory Services
Texas
$353K -$423K -2,857 -55%
CWA
121
Clarus Wealth Advisors
Arizona
$352K +$44.5K +301 +15%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$340K -$38.9K -263 -10%
JCM
123
Jacobi Capital Management
Pennsylvania
$326K +$5.77K +39 +2%
LFAS
124
Level Four Advisory Services
Texas
$318K +$7.84K +53 +3%
SWAG
125
Spectrum Wealth Advisory Group
California
$315K -$2.06M -13,910 -87%

FBT Hedge Fund Activity: Q1 2022 in Review

220 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2022, worth a combined $663M — down 17% from $801M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FBT and 23 opened new positions — a net loss of 24 holders — while 96 trimmed existing stakes and 45 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.33M. The largest seller was Morgan Stanley, cutting an estimated $15.3M.

  • 220 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2022, down from 247 in Q4 2021.
  • Funds reported $663M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2022, down 17% quarter-over-quarter.
  • 23 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2022 and 47 closed out, a net change of -24 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2022 was Old Mission Capital, an estimated $4.33M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2022 was Morgan Stanley, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.