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First Trust NYSE Arca Biotechnology Index Fund

266 hedge funds and large institutions have $577M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

7% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 84

48% less capital invested

Capital invested by funds: $1.1B → $577M (-$525M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
266
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.38M
Puts
$34K
Net Calls
Net Calls Change
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
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$707K
PAS
105
Park Avenue Securities
New York
$698K
CCFM
106
Clear Creek Financial Management
Washington
$693K
LSPW
107
Lake Street Private Wealth
Illinois
$687K
FA
108
Flagstar Advisors
New York
$667K
PFA
109
Pinnacle Family Advisors
Missouri
$641K
MW
110
Maia Wealth
Colorado
$636K
GVAG
111
Great Valley Advisor Group
Delaware
$627K
VCM
112
Virtue Capital Management
Tennessee
$623K
Creative Planning
113
Creative Planning
Kansas
$622K
MWM
114
Meridian Wealth Management
Kentucky
$595K
MML Investors Services
115
MML Investors Services
Massachusetts
$578K
FHC
116
First Heartland Consultants
Missouri
$576K
BlackRock
117
BlackRock
New York
$568K
WFA
118
WMG Financial Advisors
Tennessee
$562K
MQWP
119
Morey & Quinn Wealth Partners
Nebraska
$554K
OIM
120
Oder Investment Management
California
$546K
Koshinski Asset Management
121
Koshinski Asset Management
Illinois
$537K
LFAS
122
Level Four Advisory Services
Texas
$536K
RSWM
123
Robertson Stephens Wealth Management
California
$528K
UAG
124
United Advisor Group
Ohio
$526K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$512K