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First Trust NYSE Arca Biotechnology Index Fund

220 hedge funds and large institutions have $663M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 96 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.19% less ownership

Funds ownership: 47.03%44.84% (-2.2%)

11% less funds holding

Funds holding: 247220 (-27)

17% less capital invested

Capital invested by funds: $801M → $663M (-$138M)

51% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 47

53% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 96

Holders
220
Holders Change
-27
Holders Change %
-10.93%
% of All Funds
3.47%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
45
Reduced
96
Closed
47
Calls
$1.16M
Puts
Net Calls
+$1.16M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
201
Pacific Center for Financial Services
California
$8K
TSWM
202
Tyler-Stone Wealth Management
Ohio
$8K
CWA
203
Clearview Wealth Advisors
Oregon
$7K
GWANC
204
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K -$495K -3,343 -99%
AA
205
Addison Advisors
Vermont
$6K
ACA
206
Aptus Capital Advisors
Alabama
$6K +$5.77K +39 +1,950%
HI
207
Hudock Inc
Pennsylvania
$5K
RCM
208
Raleigh Capital Management
North Carolina
$5K +$5.03K +34 New
GEA
209
Glen Eagle Advisors
New Jersey
$4.47K
CCA
210
Column Capital Advisors
Indiana
$4K
SA
211
SFI Advisors
New Jersey
$3.33K +$65.5K +443 +2%
VRM
212
Vectors Research Management
New York
$3K
FRA
213
Front Row Advisors
California
$2K
HI
214
Hoey Investments
Pennsylvania
$2K
GFPC
215
Global Financial Private Client
Florida
$1.69K
FMP
216
Financial Management Professionals
Texas
$1K
FGAM
217
Financial Gravity Asset Management
Texas
$244 -$122K -823 -85%
WIM
218
Westside Investment Management
California
$14
BWM
219
Bulltick Wealth Management
Florida
-$12.9M -79,907 Closed
KCM
220
Karp Capital Management
California
-$12.1M -74,930 Closed
MIG
221
McGuire Investment Group
Rhode Island
-$4.77M -29,427 Closed
AI
222
Atria Investments
North Carolina
-$2.65M -16,384 Closed
Mariner
223
Mariner
Kansas
-$2.31M -14,280 Closed
Bank of Nova Scotia
224
Bank of Nova Scotia
Ontario, Canada
-$1.86M -11,505 Closed
NA
225
NewEdge Advisors
Louisiana
-$929K -5,736 Closed

FBT Hedge Fund Activity: Q1 2022 in Review

220 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2022, worth a combined $663M — down 17% from $801M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of FBT and 23 opened new positions — a net loss of 24 holders — while 96 trimmed existing stakes and 45 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $4.33M. The largest seller was Morgan Stanley, cutting an estimated $15.3M.

  • 220 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2022, down from 247 in Q4 2021.
  • Funds reported $663M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2022, down 17% quarter-over-quarter.
  • 23 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2022 and 47 closed out, a net change of -24 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2022 was Old Mission Capital, an estimated $4.33M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2022 was Morgan Stanley, an estimated $15.3M sold.

Based on aggregated 13F filings for Q1 2022.