First Trust Advisors’s First Business Financial Services FBIZ Stock Holding History

First Trust Advisors’s Portfolio FBIZ Stock Details FBIZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.94M	Buy	30,700 +1,287	+4%	+$74.5K	﹤0.01%	2023
2026 Q1	$1.59M	Sell	29,413 -184	-0.6%	-$10.2K	﹤0.01%	2012
2025 Q4	$1.61M	Sell	29,597 -661	-2%	-$34.6K	﹤0.01%	1974
2025 Q3	$1.55M	Buy	30,258 +24,949	+470%	+$1.28M	﹤0.01%	1947
2025 Q2	$269K	Buy	5,309 +327	+7%	+$15.7K	﹤0.01%	2449
2025 Q1	$235K	Sell	4,982 -32	-0.6%	-$1.58K	﹤0.01%	2418
2024 Q4	$232K	Buy	+5,014	New	+$235K	﹤0.01%	2439
2023 Q3	–	Sell	-22,664	Closed	-$668K	–	2402
2023 Q2	$668K	Sell	22,664 -873	-4%	-$24.8K	﹤0.01%	2071
2023 Q1	$718K	Sell	23,537 -1,383	-6%	-$47.4K	﹤0.01%	2052
2022 Q4	$911K	Sell	24,920 -24,772	-50%	-$911K	﹤0.01%	1990
2022 Q3	$1.61M	Buy	+49,692	New	+$1.65M	﹤0.01%	1790
2016 Q2	–	Sell	-12,681	Closed	-$291K	–	2306
2016 Q1	$291K	Sell	12,681 -2,314	-15%	-$51.6K	﹤0.01%	2073
2015 Q4	$375K	Buy	+14,995	New	+$374K	﹤0.01%	2038

Other funds holding FBIZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FBFS

First Business Financial Services Madison, Wisconsin $1.29B AUM 27.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

CCM

Cutler Capital Management Worcester, Massachusetts $385M AUM 19.11% 1-Year Est. Return

First Trust Advisors's FBIZ Position: Q2 2026 in Review

First Trust Advisors increased its First Business Financial Services (FBIZ) stake by 4.4% in Q2 2026, buying an estimated $74.5K and bringing the position to 30,700 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

First Trust Advisors first reported a position in FBIZ in Q4 2015 and has held it in 13 quarters since. 141 funds tracked by Wall St. Rank hold FBIZ as of Q2 2026.

First Trust Advisors held 30,700 shares of First Business Financial Services worth $1.94M as of Q2 2026.
First Trust Advisors bought 1,287 First Business Financial Services shares in Q2 2026, an estimated $74.5K.
First Business Financial Services made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2023 holding.
First Trust Advisors first reported a position in First Business Financial Services in Q4 2015 and has held it in 13 quarters since.
141 funds tracked by Wall St. Rank held First Business Financial Services as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.