We are live on ! Find out more
FBT icon

First Trust NYSE Arca Biotechnology Index Fund

213 hedge funds and large institutions have $959M invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $385K

0.12% less ownership

Funds ownership: 49.07%48.95% (-0.12%)

3% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 72

5% less funds holding

Funds holding: 224213 (-11)

8% less capital invested

Capital invested by funds: $1.05B → $959M (-$86.9M)

30% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 33

70% less funds holding in top 10

Funds holding in top 10: 103 (-7)

Holders
213
Holders Change
-11
Holders Change %
-4.91%
% of All Funds
4.3%
Holding in Top 10
3
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-70%
% of All Funds
0.06%
New
23
Increased
70
Reduced
72
Closed
33
Calls
$1.3M
Puts
$385K
Net Calls
+$920K
Net Calls Change
-$2.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FPB
176
First PREMIER Bank
South Dakota
$50K +$20.4K +125 +64%
SSB
177
Sandy Spring Bank
Maryland
$49K
GEA
178
Glen Eagle Advisors
New Jersey
$40.1K
CMA
179
Cedar Mountain Advisors
Oregon
$38K
WB
180
Webster Bank
Connecticut
$37K
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$34K
FCH
182
Freestone Capital Holdings
Washington
$31.5K +$32.7K +200 New
BWP
183
Baldwin Wealth Partners
Massachusetts
$31K
CFA
184
Carroll Financial Associates
North Carolina
$31K
EP
185
Eudaimonia Partners
Tennessee
$31K
Fidelity Investments
186
Fidelity Investments
Massachusetts
$30K -$10.8K -66 -26%
IF
187
Ironwood Financial
Arizona
$30K
GT
188
Glenmede Trust
Pennsylvania
$29K
CIAS
189
Capital Investment Advisory Services
North Carolina
$25K +$24.5K +150 +1,500%
S
190
SignatureFD
Georgia
$24K -$14.5K -89 -37%
NNP
191
Nachman Norwood & Parrott
South Carolina
$24K +$24.5K +150 New
MHR
192
Matthew Hamilton Rosenberg
$23K
MA
193
MUFG Americas
New York
$21K
MA
194
MCF Advisors
Kentucky
$19K
WP
195
WealthShield Partners
North Carolina
$18K +$6.87K +42 +58%
APWM
196
Atlas Private Wealth Management
New York
$17K
AP
197
Advisors Preferred
Maryland
$16K -$16.3K -100 -50%
TIM
198
Tortoise Investment Management
New York
$16K
AA
199
Advisory Alpha
Michigan
$13K +$13.1K +80 New
GTAM
200
Global Trust Asset Management
Florida
$12K -$683K -4,175 -98%

FBT Hedge Fund Activity: Q3 2020 in Review

213 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2020, worth a combined $959M — down 8.3% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FBT and 23 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 70 added.

The largest buyer was HRT Financial, opening a new position worth an estimated $8.06M. The largest seller was Morgan Stanley, cutting an estimated $12.9M.

  • 213 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2020, down from 224 in Q2 2020.
  • Funds reported $959M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2020, down 8.3% quarter-over-quarter.
  • 23 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2020 and 33 closed out, a net change of -10 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2020 was HRT Financial, an estimated $8.06M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2020 was Morgan Stanley, an estimated $12.9M sold.

Based on aggregated 13F filings for Q3 2020.