Corient Private Wealth
FBT icon

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

Corient Private Wealth’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
-27,372
Closed -$1.41M – 2893
2025
Q4 		$1.41M Buy
27,372
+23,917
+692% +$4.78M ﹤0.01% 1705
2025
Q3 		$619K Sell
3,455
-494
-13% -$84.1K ﹤0.01% 1678
2025
Q2 		$637K Buy
+3,949
New +$629K ﹤0.01% 1578
2024
Q4 		– Sell
-4,727
Closed -$813K – 2409
2024
Q3 		$813K Sell
4,727
-571
-11% -$94.5K ﹤0.01% 1504
2024
Q2 		$816K Sell
5,298
-3,193
-38% -$479K ﹤0.01% 1409
2024
Q1 		$1.31M Sell
8,491
-2,221
-21% -$339K ﹤0.01% 1221
2023
Q4 		$1.69M Buy
10,712
+64
+0.6% +$9.19K ﹤0.01% 1075
2023
Q3 		$1.56M Sell
10,648
-26
-0.2% -$3.96K ﹤0.01% 1008
2023
Q2 		$1.63M Buy
+10,674
New +$1.66M ﹤0.01% 966

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Corient Private Wealth's FBT Position: Q1 2026 in Review

Corient Private Wealth sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 27,372 shares — an estimated $1.41M sold.

Corient Private Wealth first reported a position in FBT in Q2 2023 and held it in 9 quarters. The position peaked at $1.69M in Q4 2023. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Corient Private Wealth reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 27,372 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $1.41M.
  • Corient Private Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and held it in 9 quarters.
  • Corient Private Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.69M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.