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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
Morgan Stanley
1
Morgan Stanley
New York
$61.3M -$11.1M -64,018 -15%
UBS Group
2
UBS Group
Switzerland
$34.2M +$1.25M +7,223 +4%
Wells Fargo
3
Wells Fargo
California
$33.3M +$980K +5,640 +3%
Bank of America
4
Bank of America
North Carolina
$32.8M -$4.43M -25,513 -12%
LPL Financial
5
LPL Financial
California
$31.3M -$602K -3,466 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27M +$808K +4,652 +3%
Raymond James Financial
7
Raymond James Financial
Florida
$26.6M -$1.83M -10,543 -6%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.7M +$345K +1,985 +2%
BFG
9
Berger Financial Group
Minnesota
$18.9M -$7.52M -43,298 -28%
SFGP
10
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$13.1M +$13.3M +76,802 New
RIA
11
RPG Investment Advisory
California
$8.86M +$4.49M +25,874 +99%
CAG
12
Csenge Advisory Group
Florida
$8.23M +$400K +2,304 +4%
Two Sigma Investments
13
Two Sigma Investments
New York
$8.13M +$5.33M +30,715 +180%
CWM
14
Congress Wealth Management
Massachusetts
$7.4M +$79K +455 +1%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$7.36M +$7.52M +43,286 New
Ameriprise
16
Ameriprise
Minnesota
$7.25M +$637K +3,665 +9%
Stifel Financial
17
Stifel Financial
Missouri
$7.19M -$71.6K -412 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.08M +$751K +4,327 +12%
Goldman Sachs
19
Goldman Sachs
New York
$6.83M -$601K -3,463 -8%
Truist Financial
20
Truist Financial
North Carolina
$6.82M +$106K +609 +2%
DADC
21
D.A. Davidson & Co
Montana
$6.78M +$442K +2,544 +7%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$6.72M +$15.3K +88 +0.2%
AAS
23
Ameritas Advisory Services
Nebraska
$6.54M -$171K -983 -2%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$6.04M -$103K -592 -2%
HFM
25
Hartford Financial Management
Connecticut
$5.38M -$173K -996 -3%

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.