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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
GI
201
GAMMA Investing
California
$26.4K +$9.06K +53 +50%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$25.7K -$59.8K -350 -70%
S
203
SignatureFD
Georgia
$25.1K
SSB
204
Sandy Spring Bank
Maryland
$24.8K
FP
205
Financial Perspectives
Minnesota
$24.6K
EAM
206
Empirical Asset Management
Massachusetts
$22.5K
CA
207
Continuum Advisory
Idaho
$22.4K
AIP
208
Ameritas Investment Partners
Nebraska
$20.8K
MFC
209
Mechanics Financial Corp
Ohio
$20.3K
MA
210
MCF Advisors
Kentucky
$19.9K
T
211
Tidemark
California
$17.5K
WTC
212
WhitTier Trust Company
Nevada
$17.5K
TFGT
213
TS Financial Group (TSFG)
Illinois
$17K +$171 +1 +1%
SIC
214
Salem Investment Counselors
North Carolina
$16.6K -$17.1K -100 -50%
FFA
215
Farther Finance Advisors
California
$16.6K
HCP
216
Hexagon Capital Partners
Arkansas
$16.6K
MWM
217
Mascoma Wealth Management
New Hampshire
$16.3K
NECFA
218
New England Capital Financial Advisors
Connecticut
$16.1K +$171 +1 +1%
CFB
219
Cullen/Frost Bankers
Texas
$15K +$15.4K +90 New
SS
220
Sunbelt Securities
Texas
$14.8K -$18.1K -106 -54%
CWM
221
Copia Wealth Management
Oregon
$13.6K +$14K +82 New
BCMLT
222
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.3K
GTAM
223
Global Trust Asset Management
Florida
$13.3K
SAM
224
Smartleaf Asset Management
Massachusetts
$13.2K
HT
225
Headlands Technologies
Illinois
$13.1K +$13.5K +79 New

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.