We are live on ! Find out more
FBT icon

First Trust NYSE Arca Biotechnology Index Fund

218 hedge funds and large institutions have $625M invested in First Trust NYSE Arca Biotechnology Index Fund in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 72 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more call options, than puts

Call options by funds: $2.2M | Put options by funds: $303K

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

6% more capital invested

Capital invested by funds: $588M → $625M (+$36.5M)

5.89% more ownership

Funds ownership: 46.12%52.01% (+5.9%)

3% less funds holding

Funds holding: 224218 (-6)

17% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 72

23% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 26

Holders
218
Holders Change
-6
Holders Change %
-2.68%
% of All Funds
3.76%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.09%
New
20
Increased
60
Reduced
72
Closed
26
Calls
$2.2M
Puts
$303K
Net Calls
+$1.9M
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
201
TD Capital Management
Tennessee
$7K +$7.02K +50 New
AA
202
Addison Advisors
Vermont
$5K
ACA
203
Aptus Capital Advisors
Alabama
$5K
GWANC
204
Guardian Wealth Advisors (North Carolina)
North Carolina
$5K
MCM
205
MV Capital Management
Maryland
$5K
US Bancorp
206
US Bancorp
Minnesota
$5K
HI
207
Hudock Inc
Pennsylvania
$4K
RCM
208
Raleigh Capital Management
North Carolina
$4K
CCA
209
Column Capital Advisors
Indiana
$3K
FRA
210
Front Row Advisors
California
$2K
HI
211
Hoey Investments
Pennsylvania
$2K
AAP
212
Arax Advisory Partners
Colorado
$2K +$2.1K +15 New
GFPC
213
Global Financial Private Client
Florida
$1.48K
Cetera Investment Advisers
214
Cetera Investment Advisers
Illinois
$1K +$283K +2,015 +79%
CA
215
Cetera Advisors
Colorado
$1K +$657K +4,679 +96%
FHC
216
First Heartland Consultants
Missouri
$753 -$50.5K -360 -6%
FGAM
217
Financial Gravity Asset Management
Texas
$216 -$561 -4 -3%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$142 +$37.9K +270 +37%
SMF
219
Sterling Manor Financial
New York
-$4.78M -35,294 Closed
TFA
220
TPG Financial Advisors
Oregon
-$2.05M -15,131 Closed
OMC
221
Old Mission Capital
Illinois
-$1.47M -10,875 Closed
BIM
222
Bullseye Investment Management
Ohio
-$1.39M -10,258 Closed
MA
223
Mutual Advisors
Nebraska
-$792K -5,841 Closed
Koshinski Asset Management
224
Koshinski Asset Management
Illinois
-$687K -5,068 Closed
SWAG
225
Spectrum Wealth Advisory Group
California
-$246K -1,814 Closed

FBT Hedge Fund Activity: Q3 2022 in Review

218 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2022, worth a combined $625M — up 6.2% from $588M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of FBT and 20 opened new positions — a net loss of 6 holders — while 72 trimmed existing stakes and 60 added.

The largest buyer was Silver Oak Securities, opening a new position worth an estimated $60.2M. The largest seller was Sterling Manor Financial, exiting entirely with an estimated $4.78M sold.

  • 218 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2022, down from 224 in Q2 2022.
  • Funds reported $625M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2022, up 6.2% quarter-over-quarter.
  • 20 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2022 and 26 closed out, a net change of -6 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2022 was Silver Oak Securities, an estimated $60.2M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2022 was Sterling Manor Financial, an estimated $4.78M sold.

Based on aggregated 13F filings for Q3 2022.