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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
PNC Financial Services Group
176
PNC Financial Services Group
Pennsylvania
$174K +$10.3K +60 +6%
RFG
177
REAP Financial Group
Texas
$163K +$68.3K +400 +69%
BC
178
Barrett & Company
Rhode Island
$160K
HGERS
179
Householder Group Estate & Retirement Specialist
Arizona
$135K -$20.3K -119 -13%
PSFG
180
Park Square Financial Group
Georgia
$123K +$126K +739 New
PS
181
Principal Securities
Iowa
$121K +$18.1K +106 +17%
HIA
182
Harbor Investment Advisory
Maryland
$111K
Bessemer Group
183
Bessemer Group
New Jersey
$100K
GM
184
GeoWealth Management
Illinois
$72.3K -$233K -1,363 -76%
SIM
185
Synergy Investment Management
Florida
$70K +$71.9K +421 New
CIAS
186
Capital Investment Advisory Services
North Carolina
$62.2K +$342 +2 +0.5%
CFD
187
Creative Financial Designs
Indiana
$62.1K -$342 -2 -0.5%
William Blair & Company
188
William Blair & Company
Illinois
$61.7K +$3.59K +21 +6%
ACA
189
Aptus Capital Advisors
Alabama
$57.7K +$59K +345 +17,250%
FFA
190
Founders Financial Alliance
North Carolina
$56.7K +$342 +2 +0.6%
CA
191
CoreCap Advisors
Michigan
$54.6K -$4.27K -25 -7%
GWM
192
Geneos Wealth Management
Colorado
$54.2K -$18.6K -109 -25%
AG
193
AmeriFlex Group
Nevada
$52.1K +$49.2K +288 New
SAM
194
Sherman Asset Management
California
$50.2K +$51.6K +302 New
DFA
195
DHJJ Financial Advisors
Illinois
$48K
CMA
196
Cedar Mountain Advisors
Oregon
$40.5K +$342 +2 +0.8%
WB
197
Webster Bank
Connecticut
$39.6K
EAM
198
Eukles Asset Management
Ohio
$35.7K -$1.54K -9 -4%
IBOK
199
Independence Bank of Kentucky
Kentucky
$33.2K
WWMSC
200
Wagner Wealth Management (South Carolina)
South Carolina
$28.8K +$1.02K +6 +4%

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.