First Trust Advisors
FBIZ icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FBFS
First Business Financial Services Madison, Wisconsin $1.12B AUM 22.16% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return