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First Trust NYSE Arca Biotechnology Index Fund

257 hedge funds and large institutions have $576M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $536M → $576M (+$40.6M)

3.26% more ownership

Funds ownership: 48.69%51.95% (+3.3%)

2% more funds holding

Funds holding: 251257 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 97

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
55
Reduced
97
Closed
23
Calls
$4.38M
Puts
Net Calls
+$4.38M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
DE
126
Diversified Enterprises
Delaware
$414K +$399K +2,410 New
SF
127
Summit Financial
New Jersey
$411K
BAM
128
Belpointe Asset Management
Nevada
$405K +$389K +2,353 New
NS
129
NBC Securities
Alabama
$390K -$17.1K -103 -4%
TW
130
TritonPoint Wealth
Maryland
$390K -$76.1K -460 -17%
EH
131
Equitable Holdings
New York
$387K -$6.62K -40 -2%
SI
132
Stephens Inc
Arkansas
$383K -$95.3K -576 -21%
TPWA
133
Twin Peaks Wealth Advisors
California
$379K -$17.7K -107 -5%
CAM
134
Cozad Asset Management
Illinois
$371K
WIA
135
World Investment Advisors
California
$364K +$1.66K +10 +0.5%
GWSG
136
GPS Wealth Strategies Group
Colorado
$363K -$14.1K -85 -4%
MGIA
137
Moneta Group Investment Advisors
Missouri
$363K
AFA
138
American Financial Advisors
Georgia
$354K
Wealth Enhancement Advisory Services
139
Wealth Enhancement Advisory Services
Minnesota
$348K
SC
140
Savant Capital
Illinois
$339K
DWP
141
Destiny Wealth Partners
Florida
$333K
SWP
142
Stratos Wealth Partners
Ohio
$328K -$166 -1 -0.1%
IFG
143
Independent Financial Group
California
$322K
RFN
144
RDA Financial Network
Iowa
$314K -$89.7K -542 -23%
PWP
145
Pursue Wealth Partners
California
$309K
GM
146
GeoWealth Management
Illinois
$309K +$298K +1,798 New
WI
147
WBI Investments
New Jersey
$299K +$3.31K +20 +1%
OA
148
Oxbow Advisors
Texas
$298K
BTWM
149
Brass Tax Wealth Management
Ohio
$294K -$8.77K -53 -3%
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$289K +$2.48K +15 +0.9%

FBT Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2024, worth a combined $576M — up 7.6% from $536M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FBT positions and 23 closed out — a net gain of 9 holders — while 55 added to existing stakes and 97 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Wells Fargo, cutting an estimated $30.3M.

  • 257 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2024, up from 251 in Q2 2024.
  • Funds reported $576M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 32 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2024 and 23 closed out, a net change of +9 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2024 was Wells Fargo, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2024.