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Jacobi Capital Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Jacobi Capital 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
2026
Q2 		$347K Buy
+1,399
New +$301K 0.02% 529

Other funds holding FBT

NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

Jacobi Capital Management's FBT Position: Q2 2026 in Review

Jacobi Capital Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026, closing a stake of 1,399 shares — an estimated $301K sold.

Jacobi Capital Management first reported a position in FBT in Q3 2017 and held it in 34 quarters. The position peaked at $371K in Q2 2021. 143 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Jacobi Capital Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2026 after selling out during the quarter.
  • Jacobi Capital Management sold 1,399 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $301K.
  • Jacobi Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2017 and held it in 34 quarters.
  • Jacobi Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $371K in Q2 2021.
  • 143 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.