First Trust NYSE Arca Biotechnology Index Fund
FBT
236 hedge funds and large institutions have $977M invested in First Trust NYSE Arca Biotechnology Index Fund in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 21 closing their positions.
124% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 21
11% more funds holding
Funds holding: 213 → 236 (+23)
2% more capital invested
Capital invested by funds: $959M → $977M (+$17.8M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1.02% less ownership
Funds ownership: 48.95% → 47.93% (-1%)
20% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.38M |
| 2 |
AA
Ancora Advisors
Cleveland,
Ohio
|
+$3.67M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$2.4M |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$1.93M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$20M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$10.9M |
| 3 |
NEIRG
New England Investment & Retirement Group
North Andover,
Massachusetts
|
-$10.8M |
| 4 |
HF
HRT Financial
New York
|
-$7.75M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.31M |
FBT Hedge Fund Activity: Q4 2020 in Review
236 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q4 2020, worth a combined $977M — up 1.9% from $959M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new FBT positions and 21 closed out — a net gain of 26 holders — while 60 added to existing stakes and 75 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.38M. The largest seller was Wells Fargo, cutting an estimated $20M.
- 236 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q4 2020, up from 213 in Q3 2020.
- Funds reported $977M of First Trust NYSE Arca Biotechnology Index Fund stock for Q4 2020, up 1.9% quarter-over-quarter.
- 47 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q4 2020 and 21 closed out, a net change of +26 holders.
- The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q4 2020 was LPL Financial, an estimated $6.38M added.
- The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q4 2020 was Wells Fargo, an estimated $20M sold.
Based on aggregated 13F filings for Q4 2020.