CWM
FBT icon

Copia Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Copia Wealth 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
Q1 		– Sell
-82
Closed -$13.6K – 462
2024
Q4 		$13.6K Buy
+82
New +$14K 0.01% 233

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Copia Wealth Management's FBT Position: Q1 2025 in Review

Copia Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2025, closing a stake of 82 shares — an estimated $13.6K sold.

Copia Wealth Management first reported a position in FBT in Q4 2024 and held it in 1 quarter. The position peaked at $13.6K in Q4 2024. 269 funds tracked by Wall St. Rank hold FBT as of Q1 2025.

  • Copia Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 82 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2025, an estimated $13.6K.
  • Copia Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $13.6K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.