CIBC Private Wealth Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

CIBC Private Wealth Group’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
2025 Q3	–	Sell	-18	Closed	-$2.9K	–	3159
2025 Q2	$2.9K	Sell	18 -132	-88%	-$21K	﹤0.01%	2565
2025 Q1	$21.9K	Hold	150	–	–	﹤0.01%	1959
2024 Q4	$25.7K	Sell	150 -350	-70%	-$59.8K	﹤0.01%	1954
2024 Q3	$86K	Sell	500 -284	-36%	-$47K	﹤0.01%	1552
2024 Q2	$120K	Buy	784 +624	+390%	+$93.6K	﹤0.01%	1325
2024 Q1	$24.6K	Buy	+160	New	+$24.4K	﹤0.01%	1968

Other funds holding FBT

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIBC Private Wealth Group's FBT Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2025, closing a stake of 18 shares — an estimated $2.9K sold.

CIBC Private Wealth Group first reported a position in FBT in Q1 2024 and held it in 6 quarters. The position peaked at $120K in Q2 2024. 253 funds tracked by Wall St. Rank hold FBT as of Q3 2025.

CIBC Private Wealth Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2025 after selling out during the quarter.
CIBC Private Wealth Group sold 18 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2025, an estimated $2.9K.
CIBC Private Wealth Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and held it in 6 quarters.
CIBC Private Wealth Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $120K in Q2 2024.
253 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.