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First Trust NYSE Arca Biotechnology Index Fund

256 hedge funds and large institutions have $1.1B invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more capital invested

Capital invested by funds: $576M → $1.1B (+$526M)

13% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 30

5% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 79

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less funds holding

Funds holding: 257256 (-1)

0.55% less ownership

Funds ownership: 51.95%51.4% (-0.55%)

Holders
256
Holders Change
-1
Holders Change %
-0.39%
% of All Funds
3.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
83
Reduced
79
Closed
30
Calls
$881K
Puts
Net Calls
+$881K
Net Calls Change
-$3.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$454K -$43.2K -253 -8%
EC
127
EdgeRock Capital
Colorado
$436K +$181K +1,058 +68%
HFP
128
Holistic Financial Partners
Indiana
$409K +$420K +2,460 New
Comerica Bank
129
Comerica Bank
Texas
$406K -$132K -770 -24%
DE
130
Diversified Enterprises
Delaware
$402K +$1.2K +7 +0.3%
BAM
131
Belpointe Asset Management
Nevada
$401K
GWSG
132
GPS Wealth Strategies Group
Colorado
$401K +$51.3K +300 +14%
SF
133
Summit Financial
New Jersey
$398K
GRP
134
Global Retirement Partners
California
$388K +$185K +1,081 +86%
IA
135
IFG Advisory
Georgia
$385K +$395K +2,314 New
TW
136
TritonPoint Wealth
Maryland
$379K
TPWA
137
Twin Peaks Wealth Advisors
California
$378K +$12.1K +71 +3%
SI
138
Stephens Inc
Arkansas
$370K
EH
139
Equitable Holdings
New York
$369K -$5.98K -35 -2%
IFG
140
Independent Financial Group
California
$352K +$42.7K +250 +13%
AFA
141
American Financial Advisors
Georgia
$342K -$171 -1 -0%
OIA
142
OneDigital Investment Advisors
Kansas
$337K -$74.3K -435 -18%
SC
143
Savant Capital
Illinois
$327K
DWP
144
Destiny Wealth Partners
Florida
$322K
RA
145
RFG Advisory
Alabama
$317K +$326K +1,910 New
CAM
146
Cozad Asset Management
Illinois
$313K -$47K -275 -13%
RFN
147
RDA Financial Network
Iowa
$304K +$513 +3 +0.2%
SWP
148
Stratos Wealth Partners
Ohio
$303K -$15K -88 -5%
PWP
149
Pursue Wealth Partners
California
$299K
GS
150
GTS Securities
New York
$288K +$297K +1,736 New

FBT Hedge Fund Activity: Q4 2024 in Review

256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2024, worth a combined $1.1B — up 91% from $576M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FBT positions and 30 closed out — a net gain of 4 holders — while 83 added to existing stakes and 79 trimmed.

The largest buyer was L.J. Altfest & Co, opening a new position worth an estimated $5.16M. The largest seller was D.A. Davidson & Co, cutting an estimated $3.94M.

  • 256 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2024, down from 257 in Q3 2024.
  • Funds reported $1.1B of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2024, up 91% quarter-over-quarter.
  • 34 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2024 and 30 closed out, a net change of +4 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2024 was L.J. Altfest & Co, an estimated $5.16M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2024 was D.A. Davidson & Co, an estimated $3.94M sold.

Based on aggregated 13F filings for Q4 2024.