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First Trust NYSE Arca Biotechnology Index Fund

253 hedge funds and large institutions have $546M invested in First Trust NYSE Arca Biotechnology Index Fund in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 75 increasing their positions, 86 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $510M → $546M (+$36M)

1% more funds holding

Funds holding: 250253 (+3)

0.68% less ownership

Funds ownership: 50.59%49.91% (-0.68%)

13% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 86

Holders
253
Holders Change
+3
Holders Change %
+1.2%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
75
Reduced
86
Closed
20
Calls
$3.64M
Puts
Net Calls
+$3.64M
Net Calls Change
+$817K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$60.9M -$988K -5,799 -2%
LPL Financial
2
LPL Financial
California
$36M +$1.17M +6,873 +4%
Bank of America
3
Bank of America
North Carolina
$33.9M -$572K -3,357 -2%
Wells Fargo
4
Wells Fargo
California
$32.9M -$940K -5,519 -3%
UBS Group
5
UBS Group
Switzerland
$28.7M -$10.9K -64 -0%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.4M -$165K -971 -0.6%
Raymond James Financial
7
Raymond James Financial
Florida
$24.7M -$1.15M -6,747 -5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.7M +$74.6K +438 +0.4%
BFG
9
Berger Financial Group
Minnesota
$20.7M +$422K +2,476 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$9.76M +$3M +17,629 +47%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$9.47M +$1.26M +7,390 +16%
Stifel Financial
12
Stifel Financial
Missouri
$9.31M +$1.08M +6,361 +14%
Ameriprise
13
Ameriprise
Minnesota
$8.19M +$587K +3,448 +8%
Truist Financial
14
Truist Financial
North Carolina
$8.13M +$16.5K +97 +0.2%
MWM
15
Modern Wealth Management
Kansas
$7.37M -$161K -948 -2%
AssetMark Inc
16
AssetMark Inc
California
$7.27M +$418K +2,452 +6%
DADC
17
D.A. Davidson & Co
Montana
$7.05M +$81.7K +480 +1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$7.04M -$1.59M -9,362 -19%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$6.63M +$279K +1,639 +5%
BEI
20
Benjamin Edwards Inc
Missouri
$5.67M +$477K +2,803 +10%
TWC
21
TD Waterhouse Canada
Ontario, Canada
$5.5M -$829K -4,865 -14%
IAA
22
Independent Advisor Alliance
North Carolina
$5.31M +$233K +1,369 +5%
HFM
23
Hartford Financial Management
Connecticut
$5.29M -$190K -1,118 -4%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$5.25M +$175K +1,030 +4%
IWC
25
Integrated Wealth Concepts
Massachusetts
$5.19M -$180K -1,056 -4%