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Brinker Capital Investments’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Brinker Capital Investments’s Portfolio FBT Stock Details FBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.26M Buy
6,260
+244
+4% +$50.5K 0.01% 984
2025
Q4 		$1.24M Buy
6,016
+637
+12% +$127K 0.01% 1123
2025
Q3 		$964K Sell
5,379
-3
-0.1% -$511 0.01% 1254
2025
Q2 		$868K Sell
5,382
-13,101
-71% -$2.09M 0.01% 1259
2025
Q1 		$1.66M Buy
18,483
+12,991
+237% +$2.26M 0.02% 807
2024
Q4 		$913K Buy
5,492
+185
+3% +$31.6K 0.01% 1105
2024
Q3 		$912K Buy
+5,307
New +$878K 0.01% 1090
2019
Q3 		– Sell
-463
Closed -$65K – 819
2019
Q2 		$65K Buy
463
+237
+105% +$32.7K ﹤0.01% 560
2019
Q1 		$34K Buy
+226
New +$32.5K ﹤0.01% 506
2016
Q4 		– Sell
-45
Closed -$4K – 537
2016
Q3 		$4K Hold
45
– – ﹤0.01% 425
2016
Q2 		$4K Buy
+45
New +$4.13K ﹤0.01% 359

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return