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First Trust NYSE Arca Biotechnology Index Fund

269 hedge funds and large institutions have $578M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,906% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $34K

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

5% more funds holding

Funds holding: 256269 (+13)

0.89% more ownership

Funds ownership: 51.4%52.29% (+0.89%)

4% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 84

48% less capital invested

Capital invested by funds: $1.1B → $578M (-$524M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
269
Holders Change
+13
Holders Change %
+5.08%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
81
Reduced
84
Closed
14
Calls
$2.38M
Puts
$34K
Net Calls
+$2.35M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
KCPT
151
Kingstone Capital Partners Texas
Texas
$285K
SFS
152
Sowell Financial Services
Arkansas
$284K +$290K +1,668 New
PAS
153
PKS Advisory Services
New York
$283K +$26.9K +155 +10%
CIA
154
Concurrent Investment Advisors
Florida
$283K +$288K +1,661 New
SB
155
Strategic Blueprint
Georgia
$280K +$13K +75 +5%
KA
156
Kovack Advisors
Florida
$275K +$10.2K +59 +4%
SFP
157
Shepherd Financial Partners
Massachusetts
$267K
SWP
158
Stratos Wealth Partners
Ohio
$266K -$45.2K -260 -14%
NPFS
159
Novak & Powell Financial Services
Florida
$257K
MWM
160
MGB Wealth Management
Texas
$252K +$12.2K +70 +5%
SWA
161
Stratos Wealth Advisors
Ohio
$247K +$252K +1,450 New
SPC
162
Sigma Planning Corp
Michigan
$243K +$248K +1,426 New
JCM
163
Jacobi Capital Management
Pennsylvania
$237K -$2.78K -16 -1%
SA
164
Sovran Advisors
California
$236K +$25.7K +148 +11%
NS
165
NBC Securities
Alabama
$232K +$237K +1,364 +68,200%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$232K
SF
167
Synovus Financial
Georgia
$231K +$235K +1,356 New
IWM
168
IHT Wealth Management
Illinois
$229K +$1.74K +10 +0.7%
CAM
169
Cozad Asset Management
Illinois
$228K -$94.7K -545 -29%
RWS
170
Resolute Wealth Strategies
Mississippi
$226K
CPIA
171
Cornell Pochily Investment Advisors
New York
$224K -$23.4K -135 -9%
WIP
172
WealthCare Investment Partners
Rhode Island
$223K -$868 -5 -0.3%
Comerica Bank
173
Comerica Bank
Texas
$219K -$201K -1,158 -47%
TSS
174
Two Sigma Securities
New York
$218K -$544K -3,132 -71%
HAG
175
HF Advisory Group
Maryland
$216K -$11.3K -65 -5%

FBT Hedge Fund Activity: Q1 2025 in Review

269 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2025, worth a combined $578M — down 48% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FBT positions and 14 closed out — a net gain of 17 holders — while 81 added to existing stakes and 84 trimmed.

The largest buyer was Stonebridge Financial Group (Pennsylvania), opening a new position worth an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 269 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $578M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2025, down 48% quarter-over-quarter.
  • 31 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2025 and 14 closed out, a net change of +17 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2025 was Stonebridge Financial Group (Pennsylvania), an estimated $13.3M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.