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First Trust NYSE Arca Biotechnology Index Fund
FBT

224 hedge funds and large institutions have $588M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 85 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

2% more funds holding

Funds holding: 220 → 224 (+4)

1.28% more ownership

Funds ownership: 44.84% → 46.12% (+1.3%)

11% less capital invested

Capital invested by funds: $663M → $588M (-$74.8M)

47% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 85

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
24
Increased
45
Reduced
85
Closed
18
Calls
$1.75M
Puts
–
Net Calls
+$1.75M
Net Calls Change
+$586K

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$8.05M
2
SMF
Sterling Manor Financial
New York
+$4.87M
3
MIG
McGuire Investment Group
Rhode Island
+$4.02M
4
UBS Group
UBS Group
Switzerland
+$3.85M
5
MML Investors Services
MML Investors Services
Massachusetts
+$1.97M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.73M
3
Wells Fargo
Wells Fargo
California
-$4.67M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.12M
5
LPL Financial
LPL Financial
California
-$2.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFG Advisory
Georgia
$298K -$185K -1,340 -38%
RA
127
RFG Advisory
Alabama
$279K +$257K +1,867 New
GWSG
128
GPS Wealth Strategies Group
Colorado
$278K -$6.89K -50 -2%
CWM
129
Campbell Wealth Management
Virginia
$276K – – –
CAL
130
Capital Analysts LLC
Pennsylvania
$273K – – –
MAP
131
Milestone Advisory Partners
North Carolina
$271K – – –
CPIA
132
Cornell Pochily Investment Advisors
New York
$267K – – –
DWP
133
Destiny Wealth Partners
Florida
$263K – – –
RCA
134
Ranch Capital Advisors
Florida
$258K -$3.31K -24 -1%
WIP
135
WealthCare Investment Partners
Rhode Island
$248K +$252K +1,831 New
SWAG
136
Spectrum Wealth Advisory Group
California
$246K -$41.1K -298 -14%
SFP
137
Shepherd Financial Partners
Massachusetts
$242K -$887K -6,433 -78%
AWA
138
Arkadios Wealth Advisors
Georgia
$212K -$10.1K -73 -4%
IFG
139
Independent Financial Group
California
$205K -$8.41K -61 -4%
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
$192K +$77.5K +562 +66%
CS
141
Credit Suisse
Switzerland
$187K +$190K +1,381 New
SWM
142
Selective Wealth Management
Virginia
$169K – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$154K +$41.5K +301 +36%
SWM
144
SeaCrest Wealth Management
New York
$153K +$155K +1,128 New
KC
145
Kenfarb & Co
Kentucky
$130K – – –
CA
146
CoreCap Advisors
Michigan
$125K +$127K +919 New
HNWAG
147
High Net Worth Advisory Group
Florida
$118K – – –
CTB
148
Country Trust Bank
Illinois
$117K – – –
GI
149
Gradient Investments
Minnesota
$114K – – –
CCM
150
Covington Capital Management
California
$112K – – –
4 5
6
7 8

FBT Hedge Fund Activity: Q2 2022 in Review

224 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2022, worth a combined $588M — down 11% from $663M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FBT positions and 18 closed out — a net gain of 6 holders — while 45 added to existing stakes and 85 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $8.05M. The largest seller was Morgan Stanley, cutting an estimated $12.5M.

  • 224 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2022, up from 220 in Q1 2022.
  • Funds reported $588M of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2022, down 11% quarter-over-quarter.
  • 24 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2022 and 18 closed out, a net change of +6 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2022 was Osaic Holdings, an estimated $8.05M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2022 was Morgan Stanley, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2022.