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First Trust NYSE Arca Biotechnology Index Fund

220 hedge funds and large institutions have $663M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.19% less ownership

Funds ownership: 47.03%44.84% (-2.2%)

11% less funds holding

Funds holding: 247220 (-27)

17% less capital invested

Capital invested by funds: $801M → $663M (-$138M)

51% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 47

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
220
Holders Change
-27
Holders Change %
-10.93%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
45
Reduced
96
Closed
47
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
126
GPS Wealth Strategies Group
Colorado
$313K +$15.5K +105 +5%
CWM
127
Campbell Wealth Management
Virginia
$303K -$36.2K -245 -11%
CAL
128
Capital Analysts LLC
Pennsylvania
$300K
CPIA
129
Cornell Pochily Investment Advisors
New York
$294K -$21.4K -145 -7%
MAP
130
Milestone Advisory Partners
North Carolina
$291K
BWM
131
BlackDiamond Wealth Management
New York
$290K -$49.6K -335 -15%
DWP
132
Destiny Wealth Partners
Florida
$289K -$62.1K -420 -18%
RCA
133
Ranch Capital Advisors
Florida
$287K -$4.88K -33 -2%
FEG
134
Financial Enhancement Group
Indiana
$279K +$7.4K +50 +3%
MML Investors Services
135
MML Investors Services
Massachusetts
$273K -$12.3K -83 -4%
TC
136
TownSquare Capital
Utah
$269K
FA
137
Flagstar Advisors
New York
$263K +$262K +1,769 New
BCM
138
Breiter Capital Management
Florida
$254K
AWA
139
Arkadios Wealth Advisors
Georgia
$244K -$24.9K -168 -9%
IFG
140
Independent Financial Group
California
$234K +$27.4K +185 +13%
CCG
141
Coastwise Capital Group
California
$221K +$219K +1,480 New
NFG
142
Norris Financial Group
South Carolina
$216K +$214K +1,450 New
AR
143
Apeiron RIA
Texas
$215K +$204K +1,380 New
FPGK
144
Financial Partners Group (Kansas)
Kansas
$213K -$57.8K -391 -21%
HGERS
145
Householder Group Estate & Retirement Specialist
Arizona
$208K +$3.11K +21 +2%
IWM
146
IHT Wealth Management
Illinois
$208K +$207K +1,397 New
SWM
147
Selective Wealth Management
Virginia
$186K -$74K -500 -29%
HNWAG
148
High Net Worth Advisory Group
Florida
$130K -$2.96K -20 -2%
KC
149
Kenfarb & Co
Kentucky
$130K
CTB
150
Country Trust Bank
Illinois
$129K

FBT Hedge Fund Activity: Q1 2022 in Review

220 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2022, worth a combined $663M — down 17% from $801M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FBT and 23 opened new positions — a net loss of 24 holders — while 96 trimmed existing stakes and 45 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.33M. The largest seller was Morgan Stanley, cutting an estimated $15.3M.

  • 220 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2022, down from 247 in Q4 2021.
  • Funds reported $663M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2022, down 17% quarter-over-quarter.
  • 23 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2022 and 47 closed out, a net change of -24 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2022 was Old Mission Capital, an estimated $4.33M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2022 was Morgan Stanley, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.