Caldwell Trust’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Caldwell Trust’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	$5.02K	Buy	+25	New	+$5.17K	﹤0.01%	712

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Caldwell Trust's FBT Position: Q1 2026 in Review

Caldwell Trust opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 25 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #712 among its holdings.

307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Caldwell Trust held 25 shares of First Trust NYSE Arca Biotechnology Index Fund worth $5.02K as of Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Caldwell Trust position in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #712 holding.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.