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First Trust NYSE Arca Biotechnology Index Fund

257 hedge funds and large institutions have $576M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $536M → $576M (+$40.6M)

3.26% more ownership

Funds ownership: 48.69%51.95% (+3.3%)

2% more funds holding

Funds holding: 251257 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 97

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
55
Reduced
97
Closed
23
Calls
$4.38M
Puts
Net Calls
+$4.38M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$627K +$81.4K +492 +16%
CWA
102
Clarus Wealth Advisors
Arizona
$620K -$55.3K -334 -8%
FHC
103
First Heartland Consultants
Missouri
$614K -$108K -652 -15%
PAS
104
Park Avenue Securities
New York
$611K +$588K +3,553 New
MWM
105
Meridian Wealth Management
Kentucky
$601K +$579K +3,498 New
PVI
106
Pine Valley Investments
New Jersey
$599K +$577K +3,483 New
Jones Financial Companies
107
Jones Financial Companies
Missouri
$578K +$94.5K +571 +20%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$576K +$555K +3,351 New
FEG
109
Financial Enhancement Group
Indiana
$573K -$203K -1,227 -25%
Creative Planning
110
Creative Planning
Kansas
$564K -$104K -630 -16%
OIM
111
Oder Investment Management
California
$559K -$2.65K -16 -0.5%
RSWM
112
Robertson Stephens Wealth Management
California
$554K +$9.44K +57 +2%
Comerica Bank
113
Comerica Bank
Texas
$552K -$4.14K -25 -0.8%
WFA
114
WMG Financial Advisors
Tennessee
$536K -$64.2K -388 -11%
IA
115
IFP Advisors
Florida
$523K +$44.9K +271 +10%
SPIA
116
Steward Partners Investment Advisory
New York
$513K -$154K -928 -24%
AWM
117
Apollon Wealth Management
South Carolina
$491K -$164K -989 -26%
WE
118
Wealth Effects
Massachusetts
$489K -$16.6K -100 -3%
BlackRock
119
BlackRock
New York
$484K +$221K +1,337 +90%
GSIAS
120
Garden State Investment Advisory Services
New Jersey
$473K +$4.33M +26,137 New
LFAS
121
Level Four Advisory Services
Texas
$471K -$71.5K -432 -14%
UAG
122
United Advisor Group
Ohio
$452K +$33.9K +205 +8%
CWM
123
Campbell Wealth Management
Virginia
$450K +$14.6K +88 +3%
OIA
124
OneDigital Investment Advisors
Kansas
$423K -$49.2K -297 -11%
D
125
Diversified
Delaware
$414K

FBT Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2024, worth a combined $576M — up 7.6% from $536M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FBT positions and 23 closed out — a net gain of 9 holders — while 55 added to existing stakes and 97 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Wells Fargo, cutting an estimated $30.3M.

  • 257 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2024, up from 251 in Q2 2024.
  • Funds reported $576M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 32 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2024 and 23 closed out, a net change of +9 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2024 was Wells Fargo, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2024.