We are live on ! Find out more
FBT icon

First Trust NYSE Arca Biotechnology Index Fund

218 hedge funds and large institutions have $625M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $303K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $588M → $625M (+$36.5M)

5.89% more ownership

Funds ownership: 46.12%52.01% (+5.9%)

3% less funds holding

Funds holding: 224218 (-6)

17% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 72

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
218
Holders Change
-6
Holders Change %
-2.68%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
20
Increased
60
Reduced
72
Closed
26
Calls
$2.2M
Puts
$303K
Net Calls
+$1.9M
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
AFA
101
American Financial Advisors
Georgia
$489K +$520K +3,706 New
Qube Research & Technologies (QRT)
102
Qube Research & Technologies (QRT)
United Kingdom
$478K +$66.4K +473 +15%
AWM
103
Avior Wealth Management
Nebraska
$469K
MCM
104
Maryland Capital Management
Maryland
$466K
OIM
105
Oder Investment Management
California
$462K -$14K -100 -3%
WP
106
WealthShield Partners
North Carolina
$460K +$702 +5 +0.1%
SS
107
Sunbelt Securities
Texas
$446K -$89.1K -635 -16%
WWM
108
Western Wealth Management
Colorado
$445K
TA
109
TFG Advisers
Michigan
$443K -$30.3K -216 -6%
NA
110
NewEdge Advisors
Louisiana
$440K -$144K -1,027 -24%
Marshall Wace
111
Marshall Wace
United Kingdom
$410K +$435K +3,100 New
PA
112
PFG Advisors
Arizona
$410K +$436K +3,106 New
GVAG
113
Great Valley Advisor Group
Delaware
$402K -$13.2K -94 -3%
D
114
Diversified
Delaware
$388K -$4.91K -35 -1%
BAS
115
Brown Advisory Securities
Maryland
$384K -$449K -3,200 -52%
CA
116
Cambridge Advisors
Nebraska
$378K -$77.7K -554 -16%
RCA
117
Ranch Capital Advisors
Florida
$378K +$135K +964 +51%
LNC
118
Lincoln National Corp
Pennsylvania
$374K
RFN
119
RDA Financial Network
Iowa
$368K -$3.23K -23 -0.8%
Two Sigma Investments
120
Two Sigma Investments
New York
$356K +$379K +2,700 New
Goldman Sachs
121
Goldman Sachs
New York
$339K +$360K +2,566 New
FAIM
122
Financial Advocates Investment Management
Washington
$336K -$44.3K -316 -11%
SCA
123
Snowden Capital Advisors
New York
$329K -$9.82K -70 -3%
AWM
124
Apollon Wealth Management
South Carolina
$323K -$27.5K -196 -7%
CAM
125
Cozad Asset Management
Illinois
$316K

FBT Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2022, worth a combined $625M — up 6.2% from $588M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FBT and 20 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 60 added.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $60.2M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $4.78M sold.

  • 218 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2022, down from 224 in Q2 2022.
  • Funds reported $625M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 20 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2022 and 26 closed out, a net change of -6 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2022 was Silver Oak Securities, an estimated $60.2M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2022 was Sterling Manor Financial, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2022.