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First Trust NYSE Arca Biotechnology Index Fund

269 hedge funds and large institutions have $578M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,906% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $34K

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

5% more funds holding

Funds holding: 256269 (+13)

0.89% more ownership

Funds ownership: 51.4%52.29% (+0.89%)

4% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 84

48% less capital invested

Capital invested by funds: $1.1B → $578M (-$524M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
269
Holders Change
+13
Holders Change %
+5.08%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
81
Reduced
84
Closed
14
Calls
$2.38M
Puts
$34K
Net Calls
+$2.35M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
1SB
101
1ST Source Bank
Indiana
$737K
DIP
102
Davis Investment Partners
North Carolina
$732K
AWM
103
Apollon Wealth Management
South Carolina
$724K +$5.56K +32 +0.8%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$707K +$458K +2,640 +174%
PAS
105
Park Avenue Securities
New York
$698K +$31.8K +183 +5%
CCFM
106
Clear Creek Financial Management
Washington
$693K -$247K -1,421 -26%
LSPW
107
Lake Street Private Wealth
Illinois
$687K +$35.6K +205 +5%
FA
108
Flagstar Advisors
New York
$667K -$11.6K -67 -2%
PFA
109
Pinnacle Family Advisors
Missouri
$641K +$30.7K +177 +5%
MW
110
Maia Wealth
Colorado
$636K -$99.3K -572 -12%
GVAG
111
Great Valley Advisor Group
Delaware
$627K +$640K +3,685 New
VCM
112
Virtue Capital Management
Tennessee
$623K +$637K +3,669 New
Creative Planning
113
Creative Planning
Kansas
$622K +$139K +799 +28%
PVI
114
Pine Valley Investments
New Jersey
$619K +$1.04K +6 +0.2%
MWM
115
Meridian Wealth Management
Kentucky
$595K
MML Investors Services
116
MML Investors Services
Massachusetts
$578K -$114K -655 -16%
FHC
117
First Heartland Consultants
Missouri
$576K
BlackRock
118
BlackRock
New York
$568K
WFA
119
WMG Financial Advisors
Tennessee
$562K +$32.3K +186 +6%
MQWP
120
Morey & Quinn Wealth Partners
Nebraska
$554K +$7.82K +45 +1%
OIM
121
Oder Investment Management
California
$546K
Koshinski Asset Management
122
Koshinski Asset Management
Illinois
$537K -$9.21K -53 -2%
LFAS
123
Level Four Advisory Services
Texas
$536K +$48.6K +280 +10%
RSWM
124
Robertson Stephens Wealth Management
California
$528K -$59K -340 -10%
UAG
125
United Advisor Group
Ohio
$526K +$56.8K +327 +12%

FBT Hedge Fund Activity: Q1 2025 in Review

269 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2025, worth a combined $578M — down 48% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FBT positions and 14 closed out — a net gain of 17 holders — while 81 added to existing stakes and 84 trimmed.

The largest buyer was Stonebridge Financial Group (Pennsylvania), opening a new position worth an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 269 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $578M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2025, down 48% quarter-over-quarter.
  • 31 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2025 and 14 closed out, a net change of +17 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2025 was Stonebridge Financial Group (Pennsylvania), an estimated $13.3M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.