Koshinski Asset Management
FBT icon

Koshinski Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Koshinski Asset 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
Q1 		$437K Sell
2,177
-62
-3% -$12.8K 0.03% 472
2025
Q4 		$462K Sell
2,239
-359
-14% -$71.7K 0.03% 447
2025
Q3 		$466K Sell
2,598
-488
-16% -$83.1K 0.03% 445
2025
Q2 		$498K Sell
3,086
-73
-2% -$11.6K 0.04% 406
2025
Q1 		$537K Sell
3,159
-53
-2% -$9.21K 0.05% 360
2024
Q4 		$534M Sell
3,212
-139
-4% -$23.8K 0.05% 353
2024
Q3 		$576K Buy
+3,351
New +$555K 0.05% 337
2023
Q2 		– Sell
-5,193
Closed -$805K – 625
2023
Q1 		$805K Buy
5,193
+160
+3% +$25.1K 0.08% 246
2022
Q4 		$776K Buy
+5,033
New +$743K 0.08% 272
2022
Q3 		– Sell
-5,068
Closed -$687K – 590
2022
Q2 		$687K Sell
5,068
-16
-0.3% -$2.21K 0.07% 295
2022
Q1 		$758K Buy
5,084
+240
+5% +$35.5K 0.06% 305
2021
Q4 		$785K Sell
4,844
-144
-3% -$23.3K 0.06% 304
2021
Q3 		$828K Buy
4,988
+1,945
+64% +$332K 0.07% 293
2021
Q2 		$525K Sell
3,043
-2,047
-40% -$338K 0.07% 318
2021
Q1 		$817K Buy
+5,090
New +$871K 0.09% 262
2020
Q3 		– Sell
-5,208
Closed -$874K – 522
2020
Q2 		$874K Buy
5,208
+173
+3% +$27.2K 0.14% 184
2020
Q1 		$660K Buy
5,035
+1,016
+25% +$145K 0.14% 197
2019
Q4 		$596K Buy
4,019
+971
+32% +$133K 0.1% 275
2019
Q3 		$377K Sell
3,048
-35
-1% -$4.66K 0.26% 103
2019
Q2 		$434K Sell
3,083
-77
-2% -$10.6K 0.18% 157
2019
Q1 		$477 Buy
3,160
+944
+43% +$136K 0.13% 205
2018
Q4 		$275K Buy
+2,216
New +$303K 0.07% 320
2018
Q2 		– Sell
-2,224
Closed -$296K – 372
2018
Q1 		$296K Buy
2,224
+295
+15% +$40.3K 0.09% 287
2017
Q4 		$240K Sell
1,929
-530
-22% -$65.5K 0.06% 378
2017
Q3 		$305K Buy
2,459
+450
+22% +$53.3K 0.1% 288
2017
Q2 		$229K Buy
+2,009
New +$216K 0.08% 325
2015
Q4 		– Sell
-4,202
Closed -$521K – 228
2015
Q3 		$521K Buy
4,202
+1,103
+36% +$131K 0.33% 94
2015
Q2 		$384K Buy
3,099
+510
+20% +$61.6K 0.24% 125
2015
Q1 		$306K Buy
+2,589
New +$293K 0.2% 155

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

Koshinski Asset Management's FBT Position: Q1 2026 in Review

Koshinski Asset Management reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 2.8% in Q1 2026, selling an estimated $12.8K and leaving 2,177 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #472.

Koshinski Asset Management first reported a position in FBT in Q1 2015 and has held it in 29 quarters since. The position peaked at $534M in Q4 2024. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Koshinski Asset Management held 2,177 shares of First Trust NYSE Arca Biotechnology Index Fund worth $437K as of Q1 2026.
  • Koshinski Asset Management sold 62 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $12.8K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Koshinski Asset Management's portfolio in Q1 2026, its #472 holding.
  • Koshinski Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2015 and has held it in 29 quarters since.
  • Koshinski Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $534M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.