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First Trust NYSE Arca Biotechnology Index Fund

253 hedge funds and large institutions have $546M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $510M → $546M (+$36M)

1% more funds holding

Funds holding: 250253 (+3)

0.68% less ownership

Funds ownership: 50.59%49.91% (-0.68%)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

Holders
253
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
75
Reduced
86
Closed
20
Calls
$3.64M
Puts
Net Calls
+$3.64M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
126
Independent Financial Group
California
$444K +$12.4K +73 +3%
SPIA
127
Steward Partners Investment Advisory
New York
$439K +$134K +786 +47%
DE
128
Diversified Enterprises
Delaware
$433K
TW
129
TritonPoint Wealth
Maryland
$409K
AR
130
Apeiron RIA
Texas
$390K +$361K +2,119 New
SF
131
Synovus Financial
Georgia
$376K -$6.47K -38 -2%
TPWA
132
Twin Peaks Wealth Advisors
California
$368K
CCFM
133
Clear Creek Financial Management
Washington
$367K -$105K -617 -23%
AFA
134
American Financial Advisors
Georgia
$350K -$18.1K -106 -5%
DWP
135
Destiny Wealth Partners
Florida
$347K
GRP
136
Global Retirement Partners
California
$344K -$32.4K -190 -9%
PAS
137
PKS Advisory Services
New York
$315K +$15.2K +89 +5%
BTWM
138
Brass Tax Wealth Management
Ohio
$307K
SFS
139
Sowell Financial Services
Arkansas
$300K +$7.66K +45 +3%
SFA
140
Sequoia Financial Advisors
Ohio
$291K
CIA
141
Concurrent Investment Advisors
Florida
$286K -$25.9K -152 -9%
KCPT
142
Kingstone Capital Partners Texas
Texas
$278K
SFP
143
Shepherd Financial Partners
Massachusetts
$275K -$5.96K -35 -2%
WIP
144
WealthCare Investment Partners
Rhode Island
$274K
KA
145
Kovack Advisors
Florida
$272K -$8.52K -50 -3%
NPFS
146
Novak & Powell Financial Services
Florida
$271K
SI
147
Stephens Inc
Arkansas
$268K -$2.38K -14 -0.9%
MWM
148
MGB Wealth Management
Texas
$265K
Comerica Bank
149
Comerica Bank
Texas
$260K +$18.6K +109 +8%
SPC
150
Sigma Planning Corp
Michigan
$255K +$24.2K +142 +11%