Coppell Advisory Solutions’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Coppell Advisory Solutions’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	–	Sell	-2,731	Closed	-$572K	–	114
2025 Q4	$572K	Sell	2,731 -58	-2%	-$11.6K	0.06%	236
2025 Q3	$493K	Sell	2,789 -253	-8%	-$43.1K	0.05%	252
2025 Q2	$491K	Sell	3,042 -1,797	-37%	-$286K	0.06%	243
2025 Q1	$777K	Buy	+4,839	New	+$840K	0.11%	166
2024 Q4	–	Sell	-10,213	Closed	-$1.75M	–	2017
2024 Q3	$1.75M	Buy	10,213 +9,789	+2,309%	+$1.62M	0.26%	84
2024 Q2	$65.3K	Buy	+424	New	+$63.6K	0.01%	438
2023 Q4	$79.7K	Buy	504 +481	+2,091%	+$69.1K	0.02%	404
2023 Q3	$3.54K	Sell	23 -26	-53%	-$3.96K	﹤0.01%	775
2023 Q2	$7.43K	Buy	+49	New	+$7.64K	﹤0.01%	761
2023 Q1	–	Sell	-23	Closed	-$3.54K	–	493
2022 Q4	$3.54K	Buy	+23	New	+$3.39K	﹤0.01%	779
2020 Q4	$770K	Buy	+4,586	New	+$744K	0.39%	70

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

Coppell Advisory Solutions's FBT Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 2,731 shares — an estimated $572K sold.

Coppell Advisory Solutions first reported a position in FBT in Q4 2020 and held it in 11 quarters. The position peaked at $1.75M in Q3 2024. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Coppell Advisory Solutions reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
Coppell Advisory Solutions sold 2,731 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $572K.
Coppell Advisory Solutions first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and held it in 11 quarters.
Coppell Advisory Solutions's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.75M in Q3 2024.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.