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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
BTWM
151
Brass Tax Wealth Management
Ohio
$285K
KCPT
152
Kingstone Capital Partners Texas
Texas
$279K +$287K +1,678 New
SB
153
Strategic Blueprint
Georgia
$261K -$4.44K -26 -2%
SFP
154
Shepherd Financial Partners
Massachusetts
$260K +$171 +1 +0.1%
KA
155
Kovack Advisors
Florida
$259K +$17.8K +104 +7%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$252K -$28.2K -165 -10%
NPFS
157
Novak & Powell Financial Services
Florida
$251K
PAS
158
PKS Advisory Services
New York
$251K +$258K +1,511 New
WI
159
WBI Investments
New Jersey
$249K -$40.5K -237 -14%
WIP
160
WealthCare Investment Partners
Rhode Island
$247K +$1.88K +11 +0.7%
SA
161
Sovran Advisors
California
$242K +$239K +1,401 New
CPIA
162
Cornell Pochily Investment Advisors
New York
$241K -$19K -111 -7%
JCM
163
Jacobi Capital Management
Pennsylvania
$234K +$1.37K +8 +0.6%
MWM
164
MGB Wealth Management
Texas
$234K
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$226K -$7.35K -43 -3%
IWM
166
IHT Wealth Management
Illinois
$222K +$14.9K +87 +7%
HAG
167
HF Advisory Group
Maryland
$222K +$1.37K +8 +0.6%
RWS
168
Resolute Wealth Strategies
Mississippi
$221K -$3.08K -18 -1%
WAM
169
Walker Asset Management
Missouri
$204K
MSFS
170
Main Street Financial Solutions
Pennsylvania
$203K
MGIA
171
Moneta Group Investment Advisors
Missouri
$201K -$154K -900 -43%
TSMHT
172
Thurston Springer Miller Herd & Titak
Indiana
$200K -$1.26M -7,363 -86%
CA
173
Clearstead Advisors
Ohio
$196K
TCM
174
TD Capital Management
Tennessee
$191K +$171 +1 +0.1%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$178K +$13.2K +77 +8%

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.