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First Trust NYSE Arca Biotechnology Index Fund

255 hedge funds and large institutions have $746M invested in First Trust NYSE Arca Biotechnology Index Fund in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 53 increasing their positions, 98 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
+15
Holders Change %
+6.25%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
41
Increased
53
Reduced
98
Closed
22
Calls
$948K
Puts
Net Calls
+$948K
Net Calls Change
-$457K
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$222M +$120M +758,541 +117%
Wells Fargo
2
Wells Fargo
California
$62.6M -$8.07M -51,049 -11%
Bank of America
3
Bank of America
North Carolina
$41.5M -$9.42M -59,579 -18%
UBS Group
4
UBS Group
Switzerland
$36.2M -$6.18M -39,104 -15%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.2M +$92.1K +583 +0.3%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$31.6M +$4.47M +28,256 +16%
LPL Financial
7
LPL Financial
California
$27.3M -$1.69M -10,677 -6%
RJA
8
Raymond James & Associates
Florida
$19.8M -$78.2K -495 -0.4%
BFG
9
Berger Financial Group
Minnesota
$19.3M +$1.25M +7,888 +7%
Osaic Holdings
10
Osaic Holdings
Arizona
$13.6M -$2.2M -13,913 -14%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.33M -$1.61M -10,160 -15%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.64M +$2.11M +13,354 +32%
AAS
13
Ameritas Advisory Services
Nebraska
$7.47M +$7.47M +47,340 New
GVAG
14
Great Valley Advisor Group
Delaware
$7.06M -$215K -1,359 -3%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$6.33M +$1.3M +8,206 +26%
GS
16
GTS Securities
New York
$6.31M +$387K +2,452 +7%
Truist Financial
17
Truist Financial
North Carolina
$6.28M +$1.07M +6,782 +21%
DADC
18
D.A. Davidson & Co
Montana
$6.16M -$284K -1,794 -4%
Stifel Financial
19
Stifel Financial
Missouri
$5.98M -$964K -6,102 -14%
HFM
20
Hartford Financial Management
Connecticut
$5.32M +$27.7K +175 +0.5%
IWC
21
Integrated Wealth Concepts
Massachusetts
$5.15M -$366K -2,318 -7%
Ameriprise
22
Ameriprise
Minnesota
$5.04M -$27.8K -176 -0.5%
YC
23
Yarbrough Capital
Tennessee
$4.93M
MIG
24
McGuire Investment Group
Rhode Island
$4.6M -$9.33K -59 -0.2%
RIA
25
RPG Investment Advisory
California
$4.3M +$57.5K +364 +1%