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First Trust NYSE Arca Biotechnology Index Fund

224 hedge funds and large institutions have $588M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

2% more funds holding

Funds holding: 220224 (+4)

1.28% more ownership

Funds ownership: 44.84%46.12% (+1.3%)

11% less capital invested

Capital invested by funds: $663M → $588M (-$74.8M)

47% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 85

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
45
Reduced
85
Closed
18
Calls
$1.75M
Puts
Net Calls
+$1.75M
Net Calls Change
+$586K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
101
Maryland Capital Management
Maryland
$479K -$37.2K -270 -7%
WP
102
WealthShield Partners
North Carolina
$471K +$8.96K +65 +2%
AFP
103
Ausdal Financial Partners
Iowa
$464K +$472K +3,421 New
CA
104
Cambridge Advisors
Nebraska
$463K +$2.21K +16 +0.5%
WWM
105
Western Wealth Management
Colorado
$457K +$103K +747 +29%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$427K -$273K -1,980 -39%
GVAG
107
Great Valley Advisor Group
Delaware
$425K -$180K -1,306 -29%
FA
108
Flagstar Advisors
New York
$413K +$177K +1,282 +72%
D
109
Diversified
Delaware
$403K -$59.3K -430 -13%
WDC
110
Woodward Diversified Capital
California
$402K -$110K -795 -21%
SG
111
StoneX Group
New York
$400K -$73.3K -532 -15%
FAIM
112
Financial Advocates Investment Management
Washington
$388K -$117K -850 -23%
LNC
113
Lincoln National Corp
Pennsylvania
$384K -$203K -1,473 -34%
RFN
114
RDA Financial Network
Iowa
$381K -$17.5K -127 -4%
AWM
115
Apollon Wealth Management
South Carolina
$359K -$13.8K -100 -4%
Citadel Advisors
116
Citadel Advisors
Florida
$357K -$5.73M -41,574 -94%
Creative Planning
117
Creative Planning
Kansas
$352K +$28.9K +210 +9%
SCA
118
Snowden Capital Advisors
New York
$347K +$20.5K +149 +6%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$344K -$46.9K -340 -12%
CWA
120
Clarus Wealth Advisors
Arizona
$341K +$12.8K +93 +4%
CAM
121
Cozad Asset Management
Illinois
$325K
VCM
122
Virtue Capital Management
Tennessee
$318K -$168K -1,221 -34%
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$310K
AAS
124
Avantax Advisory Services
Texas
$309K -$13.6K -99 -4%
JCM
125
Jacobi Capital Management
Pennsylvania
$303K +$6.34K +46 +2%

FBT Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2022, worth a combined $588M — down 11% from $663M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FBT positions and 18 closed out — a net gain of 6 holders — while 45 added to existing stakes and 85 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.05M. The largest seller was Morgan Stanley, cutting an estimated $12.5M.

  • 224 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2022, up from 220 in Q1 2022.
  • Funds reported $588M of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 24 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2022 and 18 closed out, a net change of +6 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2022 was Osaic Holdings, an estimated $8.05M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2022.