MCWS
FBT icon

McKinley Carter Wealth Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

McKinley Carter Wealth Services’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 		$959K Sell
4,777
-1,535
-24% -$318K 0.06% 173
2025
Q4 		$1.3M Sell
6,312
-205
-3% -$41K 0.07% 153
2025
Q3 		$1.17M Sell
6,517
-841
-11% -$143K 0.06% 161
2025
Q2 		$1.19M Hold
7,358
– – 0.07% 155
2025
Q1 		$1.25M Sell
7,358
-242
-3% -$42K 0.08% 147
2024
Q4 		$1.26M Sell
7,600
-717
-9% -$123K 0.08% 143
2024
Q3 		$1.43M Hold
8,317
– – 0.09% 141
2024
Q2 		$1.28M Sell
8,317
-701
-8% -$105K 0.08% 146
2024
Q1 		$1.39M Sell
9,018
-109
-1% -$16.6K 0.09% 143
2023
Q4 		$1.44M Sell
9,127
-782
-8% -$112K 0.11% 123
2023
Q3 		$1.45M Sell
9,909
-406
-4% -$61.9K 0.12% 124
2023
Q2 		$1.58M Sell
10,315
-51
-0.5% -$7.95K 0.12% 122
2023
Q1 		$1.61M Sell
10,366
-500
-5% -$78.5K 0.13% 113
2022
Q4 		$1.67M Sell
10,866
-1,183
-10% -$175K 0.14% 107
2022
Q3 		$1.59M Sell
12,049
-174
-1% -$24.4K 0.15% 100
2022
Q2 		$1.66M Sell
12,223
-1,812
-13% -$250K 0.15% 103
2022
Q1 		$2.09M Sell
14,035
-2,167
-13% -$321K 0.16% 99
2021
Q4 		$2.62M Sell
16,202
-909
-5% -$147K 0.2% 89
2021
Q3 		$2.84M Sell
17,111
-627
-4% -$107K 0.23% 86
2021
Q2 		$3.06M Sell
17,738
-1,903
-10% -$314K 0.25% 82
2021
Q1 		$3.15M Sell
19,641
-2,186
-10% -$374K 0.27% 82
2020
Q4 		$3.67M Sell
21,827
-18,705
-46% -$3.03M 0.48% 62
2020
Q3 		$6.37M Sell
40,532
-466
-1% -$76.2K 1.43% 13
2020
Q2 		$6.88M Sell
40,998
-1,967
-5% -$309K 1.69% 12
2020
Q1 		$5.63M Sell
42,965
-293
-0.7% -$41.7K 1.68% 10
2019
Q4 		$6.43M Sell
43,258
-1,617
-4% -$222K 1.5% 9
2019
Q3 		$5.55M Buy
44,875
+596
+1% +$79.3K 1.42% 10
2019
Q2 		$6.24M Sell
44,279
-703
-2% -$97K 1.68% 8
2019
Q1 		$6.79M Sell
44,982
-2,652
-6% -$382K 1.9% 6
2018
Q4 		$5.92M Sell
47,634
-1,929
-4% -$264K 1.95% 7
2018
Q3 		$7.86M Sell
49,563
-509
-1% -$77K 2.33% 9
2018
Q2 		$7.01M Sell
50,072
-693
-1% -$95.2K 2.26% 8
2018
Q1 		$6.75M Sell
50,765
-937
-2% -$128K 2.21% 8
2017
Q4 		$6.44M Buy
51,702
+782
+2% +$96.6K 2.21% 8
2017
Q3 		$6.31M Sell
50,920
-22,027
-30% -$2.61M 2.42% 8
2017
Q2 		$8.32M Buy
72,947
+547
+0.8% +$58.8K 3.68% 4
2017
Q1 		$7.62M Sell
72,400
-61
-0.1% -$6.11K 3.54% 4
2016
Q4 		$6.58M Sell
72,461
-7
-0% -$656 3.33% 3
2016
Q3 		$7.23M Sell
72,468
-902
-1% -$88.5K 3.72% 3
2016
Q2 		$6.56M Buy
73,370
+2,628
+4% +$241K 3.41% 3
2016
Q1 		$6.19M Buy
70,742
+534
+0.8% +$47K 3.43% 3
2015
Q4 		$7.93M Buy
70,208
+1,013
+1% +$109K 4.54% 3
2015
Q3 		$7.01M Sell
69,195
-819
-1% -$97.4K 4.36% 3
2015
Q2 		$8.68M Sell
70,014
-693
-1% -$83.6K 4.71% 4
2015
Q1 		$8.36M Sell
70,707
-12,856
-15% -$1.45M 5.39% 3
2014
Q4 		$8.53M Buy
83,563
+3,440
+4% +$336K 6.67% 2
2014
Q3 		$7.35M Buy
80,123
+1,744
+2% +$151K 6.98% 2
2014
Q2 		$6.45M Buy
78,379
+1,714
+2% +$131K 6.81% 2
2014
Q1 		$5.88M Buy
76,665
+7,221
+10% +$563K 6.4% 2
2013
Q4 		$4.8M Buy
69,444
+19,517
+39% +$1.28M 4.68% 2
2013
Q3 		$3.23M Buy
+49,927
New +$3.16M 3.83% 3

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

McKinley Carter Wealth Services's FBT Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 24% in Q1 2026, selling an estimated $318K and leaving 4,777 shares worth $959K. The position accounts for 0.06% of the portfolio, ranked #173.

McKinley Carter Wealth Services first reported a position in FBT in Q3 2013 and has held it in 51 quarters since. The position peaked at $8.68M in Q2 2015. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • McKinley Carter Wealth Services held 4,777 shares of First Trust NYSE Arca Biotechnology Index Fund worth $959K as of Q1 2026.
  • McKinley Carter Wealth Services sold 1,535 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $318K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.06% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #173 holding.
  • McKinley Carter Wealth Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2013 and has held it in 51 quarters since.
  • McKinley Carter Wealth Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $8.68M in Q2 2015.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.