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First Trust NYSE Arca Biotechnology Index Fund

250 hedge funds and large institutions have $510M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.7% less ownership

Funds ownership: 52.29%50.59% (-1.7%)

7% less funds holding

Funds holding: 269250 (-19)

12% less capital invested

Capital invested by funds: $578M → $510M (-$67.7M)

39% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 101

53% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 30

Holders
250
Holders Change
-19
Holders Change %
-7.06%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
62
Reduced
101
Closed
30
Calls
$2.82M
Puts
Net Calls
+$2.82M
Net Calls Change
+$475K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.7M -$2.44M -15,324 -4%
LPL Financial
2
LPL Financial
California
$31.3M +$1.59M +9,960 +5%
Bank of America
3
Bank of America
North Carolina
$31.1M -$69.3K -435 -0.2%
Wells Fargo
4
Wells Fargo
California
$30.5M -$1.03M -6,454 -3%
UBS Group
5
UBS Group
Switzerland
$25.9M -$6.51M -40,894 -20%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$24.8M -$815K -5,116 -3%
Raymond James Financial
7
Raymond James Financial
Florida
$23.3M -$1.95M -12,212 -8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$19.4M +$788K +4,945 +4%
BFG
9
Berger Financial Group
Minnesota
$18.2M +$326K +2,045 +2%
Goldman Sachs
10
Goldman Sachs
New York
$8.88M +$2.37M +14,897 +37%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$7.85M +$7.28M +45,708 +1,551%
Stifel Financial
12
Stifel Financial
Missouri
$7.35M +$532K +3,341 +8%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$7.33M +$339K +2,130 +5%
Truist Financial
14
Truist Financial
North Carolina
$7.3M +$818K +5,136 +13%
CWM
15
Congress Wealth Management
Massachusetts
$7M -$15.5K -97 -0.2%
Ameriprise
16
Ameriprise
Minnesota
$6.81M -$65K -408 -1%
MWM
17
Modern Wealth Management
Kansas
$6.78M +$1.9M +11,907 +40%
DADC
18
D.A. Davidson & Co
Montana
$6.26M -$160K -1,006 -3%
AssetMark Inc
19
AssetMark Inc
California
$6.15M +$1.38M +8,670 +29%
Osaic Holdings
20
Osaic Holdings
Arizona
$6.11M -$597K -3,748 -9%
AAS
21
Ameritas Advisory Services
Nebraska
$5.88M -$313K -1,963 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$5.77M -$592K -3,719 -9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.7M +$681K +4,277 +14%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$5.61M -$334K -2,098 -6%
YC
25
Yarbrough Capital
Tennessee
$5.03M

FBT Hedge Fund Activity: Q2 2025 in Review

250 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust NYSE Arca Biotechnology Index Fund (FBT) for Q2 2025, worth a combined $510M — down 12% from $578M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FBT and 14 opened new positions — a net loss of 16 holders — while 101 trimmed existing stakes and 62 added.

The largest buyer was Susquehanna International Group, adding an estimated $7.28M. The largest seller was Stonebridge Financial Group (Pennsylvania), exiting entirely with an estimated $13.1M sold.

  • 250 institutional investors held First Trust NYSE Arca Biotechnology Index Fund (FBT) as of Q2 2025, down from 269 in Q1 2025.
  • Funds reported $510M of First Trust NYSE Arca Biotechnology Index Fund stock for Q2 2025, down 12% quarter-over-quarter.
  • 14 funds opened new First Trust NYSE Arca Biotechnology Index Fund positions in Q2 2025 and 30 closed out, a net change of -16 holders.
  • The largest First Trust NYSE Arca Biotechnology Index Fund buyer in Q2 2025 was Susquehanna International Group, an estimated $7.28M added.
  • The largest First Trust NYSE Arca Biotechnology Index Fund seller in Q2 2025 was Stonebridge Financial Group (Pennsylvania), an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2025.