Clear Creek Financial Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Clear Creek Financial Management’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	$398K	Buy	1,982 +24	+1%	+$4.96K	0.03%	440
2025 Q4	$404K	Sell	1,958 -89	-4%	-$17.8K	0.03%	431
2025 Q3	$367K	Sell	2,047 -617	-23%	-$105K	0.03%	436
2025 Q2	$430K	Sell	2,664 -1,410	-35%	-$225K	0.04%	371
2025 Q1	$693K	Sell	4,074 -1,421	-26%	-$247K	0.07%	255
2024 Q4	$913K	Buy	5,495 +633	+13%	+$108K	0.1%	207
2024 Q3	$836K	Sell	4,862 -35	-0.7%	-$5.79K	0.09%	192
2024 Q2	$754K	Buy	4,897 +125	+3%	+$18.8K	0.09%	194
2024 Q1	$734K	Buy	+4,772	New	+$728K	0.09%	186

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

Clear Creek Financial Management's FBT Position: Q1 2026 in Review

Clear Creek Financial Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.2% in Q1 2026, buying an estimated $4.96K and bringing the position to 1,982 shares worth $398K. The position accounts for 0.03% of the portfolio, ranked #440.

Clear Creek Financial Management first reported a position in FBT in Q1 2024 and has held it in 9 quarters since. The position peaked at $913K in Q4 2024. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Clear Creek Financial Management held 1,982 shares of First Trust NYSE Arca Biotechnology Index Fund worth $398K as of Q1 2026.
Clear Creek Financial Management bought 24 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $4.96K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Clear Creek Financial Management's portfolio in Q1 2026, its #440 holding.
Clear Creek Financial Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and has held it in 9 quarters since.
Clear Creek Financial Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $913K in Q4 2024.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.