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Coldstream Capital Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-10
Closed -$1.7K – 1846
2025
Q1 		$1.7K Buy
+10
New +$1.74K ﹤0.01% 3051

Other funds holding FBT

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.79B AUM 15.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Coldstream Capital Management's FBT Position: Q2 2025 in Review

Coldstream Capital Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2025, closing a stake of 10 shares — an estimated $1.7K sold.

Coldstream Capital Management first reported a position in FBT in Q1 2025 and held it in 1 quarter. The position peaked at $1.7K in Q1 2025. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

  • Coldstream Capital Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 10 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $1.7K.
  • Coldstream Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.7K in Q1 2025.
  • 250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.