We are live on ! Find out more
FBT icon

First Trust NYSE Arca Biotechnology Index Fund

189 hedge funds and large institutions have $2.25B invested in First Trust NYSE Arca Biotechnology Index Fund in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 83 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 26

209% more capital invested

Capital invested by funds: $726M → $2.25B (+$1.52B)

183% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 18

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

69% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.71M

40.17% more ownership

Funds ownership: 54.06%94.23% (+40%)

20% more funds holding

Funds holding: 157189 (+32)

Holders
189
Holders Change
+32
Holders Change %
+20.38%
% of All Funds
4.32%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
51
Increased
83
Reduced
26
Closed
18
Calls
$2.88M
Puts
$1.71M
Net Calls
+$1.17M
Net Calls Change
-$1.59M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthShield Partners
North Carolina
$275K +$263K +1,737 New
Cetera Investment Advisers
127
Cetera Investment Advisers
Illinois
$273K +$259K +1,710 New
LNWWM
128
Laird Norton Wetherby Wealth Management
California
$269K
MWM
129
Modera Wealth Management
New Jersey
$267K
SS
130
Simplicity Solutions
Minnesota
$267K +$255K +1,685 New
PGA
131
Premia Global Advisors
Florida
$251K +$138K +914 +136%
WFWM
132
Wechter Feldman Wealth Management
New Jersey
$250K +$239K +1,580 New
DAS
133
Dynamic Advisor Solutions
Arizona
$241K -$1.36K -9 -0.6%
CS
134
Comerica Securities
Michigan
$236K
LWAC
135
Laurel Wealth Advisors (California)
California
$218K +$208K +1,376 New
BPCE
136
Bank Pictet & Cie (Europe)
Germany
$205K +$196K +1,293 New
NWM
137
Northwest Wealth Management
Iowa
$202K +$86.3K +570 +81%
WS
138
Wedbush Securities
California
$201K +$192K +1,268 New
WLIM
139
White Lighthouse Investment Management
Massachusetts
$200K -$119K -785 -38%
FHA
140
Flagship Harbor Advisors
Massachusetts
$177K +$15.1K +100 +10%
SMFS
141
Squar Milner Financial Services
California
$173K +$119K +789 +262%
BRC
142
Bell Rock Capital
Delaware
$168K +$72.9K +482 +80%
FHB
143
First Hawaiian Bank
Hawaii
$168K +$160K +1,060 New
CFGS
144
Concourse Financial Group Securities
Alabama
$150K +$143K +945 New
FANJ
145
Financial Architects (New Jersey)
New Jersey
$142K +$136K +898 New
WAP
146
Wealthcare Advisory Partners
Pennsylvania
$110K +$26.2K +173 +33%
EWM
147
Endurance Wealth Management
Rhode Island
$109K +$104K +688 New
MRCM
148
M&R Capital Management
New Jersey
$93K
Barclays
149
Barclays
United Kingdom
$92K -$10.1K -67 -10%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$81K -$679K -4,487 -90%

FBT Hedge Fund Activity: Q3 2018 in Review

189 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2018, worth a combined $2.25B — up 209% from $726M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FBT positions and 18 closed out — a net gain of 33 holders — while 83 added to existing stakes and 26 trimmed.

The largest buyer was First Trust Advisors, opening a new position worth an estimated $676M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $7.62M sold.

  • 189 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2018, up from 157 in Q2 2018.
  • Funds reported $2.25B of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2018, up 209% quarter-over-quarter.
  • 51 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2018 and 18 closed out, a net change of +33 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2018 was First Trust Advisors, an estimated $676M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $7.62M sold.

Based on aggregated 13F filings for Q3 2018.