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Oder Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Oder Investment 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 		$635K Hold
3,164
– – 0.49% 55
2025
Q4 		$653K Hold
3,164
– – 0.47% 51
2025
Q3 		$567K Sell
3,164
-45
-1% -$7.66K 0.41% 60
2025
Q2 		$518K Sell
3,209
-1
-0% -$159 0.39% 65
2025
Q1 		$546K Hold
3,210
– – 0.46% 63
2024
Q4 		$533K Sell
3,210
-42
-1% -$7.18K 0.44% 62
2024
Q3 		$559K Sell
3,252
-16
-0.5% -$2.65K 0.48% 64
2024
Q2 		$503K Sell
3,268
-410
-11% -$61.5K 0.46% 66
2024
Q1 		$566K Buy
3,678
+257
+8% +$39.2K 0.53% 60
2023
Q4 		$541K Buy
3,421
+106
+3% +$15.2K 0.54% 59
2023
Q3 		$485K Hold
3,315
– – 0.53% 58
2023
Q2 		$508K Hold
3,315
– – 0.56% 57
2023
Q1 		$514K Sell
3,315
-208
-6% -$32.7K 0.6% 52
2022
Q4 		$543K Buy
3,523
+19
+0.5% +$2.8K 0.67% 46
2022
Q3 		$462K Sell
3,504
-100
-3% -$14K 0.54% 54
2022
Q2 		$488K Hold
3,604
– – 0.6% 48
2022
Q1 		$538K Buy
3,604
+204
+6% +$30.2K 0.61% 46
2021
Q4 		$551K Buy
3,400
+267
+9% +$43.2K 0.78% 39
2021
Q3 		$520K Buy
3,133
+117
+4% +$20K 0.76% 41
2021
Q2 		$520K Buy
3,016
+298
+11% +$49.2K 0.68% 43
2021
Q1 		$436K Hold
2,718
– – 0.6% 49
2020
Q4 		$460K Buy
+2,718
New +$441K 0.45% 54

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

Oder Investment Management's FBT Position: Q1 2026 in Review

Oder Investment Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 3,164 shares worth $635K. The position accounts for 0.49% of the portfolio, ranked #55.

Oder Investment Management first reported a position in FBT in Q4 2020 and has held it in 22 quarters since. The position peaked at $653K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Oder Investment Management held 3,164 shares of First Trust NYSE Arca Biotechnology Index Fund worth $635K as of Q1 2026.
  • Oder Investment Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.49% of Oder Investment Management's portfolio in Q1 2026, its #55 holding.
  • Oder Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2020 and has held it in 22 quarters since.
  • Oder Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $653K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.