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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$534M -$23.8K -139 -4%
Morgan Stanley
2
Morgan Stanley
New York
$70.6M -$1.07M -6,267 -1%
Bank of America
3
Bank of America
North Carolina
$36.3M -$2.27M -13,296 -6%
UBS Group
4
UBS Group
Switzerland
$32.2M -$817K -4,782 -2%
Wells Fargo
5
Wells Fargo
California
$31.6M -$42.9K -251 -0.1%
LPL Financial
6
LPL Financial
California
$31.1M +$1.74M +10,161 +6%
Raymond James Financial
7
Raymond James Financial
Florida
$27.8M +$28.5M +167,046 New
BFG
8
Berger Financial Group
Minnesota
$25.6M +$336K +1,969 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$25.6M -$729K -4,265 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$18.9M +$834K +4,878 +4%
CAG
11
Csenge Advisory Group
Florida
$8.6M +$169K +988 +2%
Citadel Advisors
12
Citadel Advisors
Florida
$7.8M +$5.02M +29,387 +168%
Goldman Sachs
13
Goldman Sachs
New York
$7.25M +$2.58M +15,095 +53%
CWM
14
Congress Wealth Management
Massachusetts
$7.15M +$141K +825 +2%
Stifel Financial
15
Stifel Financial
Missouri
$7.09M +$1.41M +8,271 +24%
Truist Financial
16
Truist Financial
North Carolina
$6.56M -$915K -5,353 -12%
AAS
17
Ameritas Advisory Services
Nebraska
$6.55M -$1.63M -9,560 -20%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$6.55M -$1.1M -6,432 -14%
Ameriprise
19
Ameriprise
Minnesota
$6.49M +$1.61M +9,434 +32%
DADC
20
D.A. Davidson & Co
Montana
$6.2M -$3.94M -23,047 -38%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.2M -$1.22M -7,129 -16%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$6.17M +$1.12M +6,578 +21%
HFM
23
Hartford Financial Management
Connecticut
$5.42M +$28K +164 +0.5%
IAA
24
Independent Advisor Alliance
North Carolina
$5.39M +$937K +5,481 +20%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.22M +$1.11M +6,482 +26%

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.