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First Trust NYSE Arca Biotechnology Index Fund

269 hedge funds and large institutions have $578M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,906% more call options, than puts

Call options by funds: $2.38M | Put options by funds: $34K

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

5% more funds holding

Funds holding: 256269 (+13)

0.89% more ownership

Funds ownership: 51.4%52.29% (+0.89%)

4% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 84

48% less capital invested

Capital invested by funds: $1.1B → $578M (-$524M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
269
Holders Change
+13
Holders Change %
+5.08%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
81
Reduced
84
Closed
14
Calls
$2.38M
Puts
$34K
Net Calls
+$2.35M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
201
Capital Analysts LLC
Pennsylvania
$71K +$72.6K +418 New
CIAS
202
Capital Investment Advisory Services
North Carolina
$60.1K -$3.65K -21 -6%
FFA
203
Founders Financial Alliance
North Carolina
$58K
CFD
204
Creative Financial Designs
Indiana
$56K -$7.82K -45 -12%
William Blair & Company
205
William Blair & Company
Illinois
$55.3K -$7.99K -46 -12%
SAM
206
Sherman Asset Management
California
$51.4K
DFA
207
DHJJ Financial Advisors
Illinois
$49.2K
AG
208
AmeriFlex Group
Nevada
$46.6K -$2.43K -14 -5%
CMA
209
Cedar Mountain Advisors
Oregon
$41.5K
WB
210
Webster Bank
Connecticut
$40.5K
CA
211
CoreCap Advisors
Michigan
$38.8K -$17.5K -101 -31%
EAM
212
Eukles Asset Management
Ohio
$36.1K -$521 -3 -1%
IBOK
213
Independence Bank of Kentucky
Kentucky
$34K
NC
214
North Capital
Utah
$34K +$34.7K +200 New
WWMSC
215
Wagner Wealth Management (South Carolina)
South Carolina
$31K +$1.56K +9 +5%
S
216
SignatureFD
Georgia
$30.6K +$5.04K +29 +19%
CFFP
217
Center for Financial Planning
Michigan
$29.8K +$30.4K +175 New
GWS
218
Glassman Wealth Services
Virginia
$26.9K +$27.4K +158 New
CI
219
CX Institutional
Indiana
$26K +$26.2K +151 New
FP
220
Financial Perspectives
Minnesota
$25.2K
CA
221
Continuum Advisory
Idaho
$23K
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$21.9K
AIP
223
Ameritas Investment Partners
Nebraska
$21.3K
MFC
224
Mechanics Financial Corp
Ohio
$20.8K
MA
225
MCF Advisors
Kentucky
$20.4K

FBT Hedge Fund Activity: Q1 2025 in Review

269 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q1 2025, worth a combined $578M — down 48% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FBT positions and 14 closed out — a net gain of 17 holders — while 81 added to existing stakes and 84 trimmed.

The largest buyer was Stonebridge Financial Group (Pennsylvania), opening a new position worth an estimated $13.3M. The largest seller was Morgan Stanley, cutting an estimated $11.1M.

  • 269 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q1 2025, up from 256 in Q4 2024.
  • Funds reported $578M of First Trust NYSE Arca Biotechnology Index Fund stock for Q1 2025, down 48% quarter-over-quarter.
  • 31 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q1 2025 and 14 closed out, a net change of +17 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q1 2025 was Stonebridge Financial Group (Pennsylvania), an estimated $13.3M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q1 2025 was Morgan Stanley, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.