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First Trust NYSE Arca Biotechnology Index Fund

257 hedge funds and large institutions have $576M invested in First Trust NYSE Arca Biotechnology Index Fund in 2024 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $536M → $576M (+$40.6M)

3.26% more ownership

Funds ownership: 48.69%51.95% (+3.3%)

2% more funds holding

Funds holding: 251257 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 97

Holders
257
Holders Change
+6
Holders Change %
+2.39%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
55
Reduced
97
Closed
23
Calls
$4.38M
Puts
Net Calls
+$4.38M
Net Calls Change
+$1.44M
Name Holding Trade Value Shares
Change
Change in
Stake
DWS
201
Dynamic Wealth Strategies
California
$55K
DFA
202
DHJJ Financial Advisors
Illinois
$49.7K
SWM
203
Spire Wealth Management
Virginia
$44K +$37.2K +225 +726%
CMA
204
Cedar Mountain Advisors
Oregon
$41.6K
WB
205
Webster Bank
Connecticut
$40.9K
EAM
206
Eukles Asset Management
Ohio
$38.5K -$22.8K -138 -38%
AWM
207
Avior Wealth Management
Nebraska
$37.8K -$28.1K -170 -44%
SIC
208
Salem Investment Counselors
North Carolina
$34.4K -$9.93K -60 -23%
IBOK
209
Independence Bank of Kentucky
Kentucky
$34.4K
SS
210
Sunbelt Securities
Texas
$33.7K -$8.77K -53 -21%
WWMSC
211
Wagner Wealth Management (South Carolina)
South Carolina
$28.7K
S
212
SignatureFD
Georgia
$26K
SSB
213
Sandy Spring Bank
Maryland
$25.6K
FP
214
Financial Perspectives
Minnesota
$25.4K
AF
215
Allworth Financial
California
$24.3K
CA
216
Continuum Advisory
Idaho
$23K
EAM
217
Empirical Asset Management
Massachusetts
$22.5K
PCMC
218
Planning Capital Management Corporation
Pennsylvania
$21.7K
AIP
219
Ameritas Investment Partners
Nebraska
$21.5K
MFC
220
Mechanics Financial Corp
Ohio
$21K
PTC
221
Private Trust Company
Ohio
$20.6K -$52.5K -317 -73%
MA
222
MCF Advisors
Kentucky
$20.6K
GI
223
GAMMA Investing
California
$18.2K -$7.61K -46 -30%
T
224
Tidemark
California
$18.1K
WTC
225
WhitTier Trust Company
Nevada
$18.1K

FBT Hedge Fund Activity: Q3 2024 in Review

257 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q3 2024, worth a combined $576M — up 7.6% from $536M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FBT positions and 23 closed out — a net gain of 9 holders — while 55 added to existing stakes and 97 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $30.5M. The largest seller was Wells Fargo, cutting an estimated $30.3M.

  • 257 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q3 2024, up from 251 in Q2 2024.
  • Funds reported $576M of First Trust NYSE Arca Biotechnology Index Fund stock for Q3 2024, up 7.6% quarter-over-quarter.
  • 32 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q3 2024 and 23 closed out, a net change of +9 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q3 2024 was International Assets Investment Management, an estimated $30.5M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q3 2024 was Wells Fargo, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2024.