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Oxbow Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Oxbow Advisors’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 		$237K Buy
+955
New +$206K 0.02% 245
2024
Q4 		– Sell
-1,735
Closed -$298K – 220
2024
Q3 		$298K Hold
1,735
– – 0.03% 169
2024
Q2 		$267K Sell
1,735
-1,368
-44% -$205K 0.03% 186
2024
Q1 		$477K Sell
3,103
-1,821
-37% -$278K 0.07% 127
2023
Q4 		$778K Sell
4,924
-85
-2% -$12.2K 0.12% 101
2023
Q3 		$733K Sell
5,009
-6,601
-57% -$1.01M 0.12% 95
2023
Q2 		$1.78M Buy
11,610
+370
+3% +$57.7K 0.28% 55
2023
Q1 		$1.74M Sell
11,240
-1,025
-8% -$161K 0.31% 55
2022
Q4 		$1.89M Buy
12,265
+488
+4% +$72K 0.36% 50
2022
Q3 		$1.55M Buy
11,777
+267
+2% +$37.5K 0.24% 68
2022
Q2 		$1.56M Sell
11,510
-185
-2% -$25.5K 0.22% 74
2022
Q1 		$1.74M Hold
11,695
– – 0.18% 82
2021
Q4 		$1.89M Buy
11,695
+220
+2% +$35.6K 0.18% 85
2021
Q3 		$1.91M Buy
11,475
+1,040
+10% +$178K 0.19% 93
2021
Q2 		$1.8M Buy
10,435
+190
+2% +$31.4K 0.19% 99
2021
Q1 		$1.64M Hold
10,245
– – 0.2% 94
2020
Q4 		$1.72M Hold
10,245
– – 0.22% 86
2020
Q3 		$1.61M Hold
10,245
– – 0.2% 92
2020
Q2 		$1.72M Sell
10,245
-425
-4% -$66.7K 0.25% 88
2020
Q1 		$1.4M Sell
10,670
-475
-4% -$67.7K 0.24% 95
2019
Q4 		$1.66M Hold
11,145
– – 0.19% 110
2019
Q3 		$1.38M Sell
11,145
-625
-5% -$83.2K 0.18% 119
2019
Q2 		$1.66M Buy
11,770
+2,200
+23% +$304K 0.2% 111
2019
Q1 		$1.44M Sell
9,570
-190
-2% -$27.3K 0.18% 117
2018
Q4 		$1.21M Sell
9,760
-15,490
-61% -$2.12M 0.16% 128
2018
Q3 		$4M Sell
25,250
-165
-0.6% -$25K 0.48% 61
2018
Q2 		$3.56M Sell
25,415
-1,085
-4% -$149K 0.45% 67
2018
Q1 		$3.52M Buy
26,500
+575
+2% +$78.5K 0.72% 43
2017
Q4 		$3.23M Sell
25,925
-425
-2% -$52.5K 0.6% 50
2017
Q3 		$3.27M Buy
26,350
+200
+0.8% +$23.7K 0.62% 49
2017
Q2 		$2.98M Buy
26,150
+850
+3% +$91.4K 0.53% 62
2017
Q1 		$2.66M Buy
+25,300
New +$2.54M 0.43% 70

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Oxbow Advisors's FBT Position: Q2 2026 in Review

Oxbow Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 955 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #245 among its holdings. This is a return to the name: Oxbow Advisors previously reported a position in FBT as recently as Q3 2024.

Oxbow Advisors first reported a position in FBT in Q1 2017 and has held it in 32 quarters since. The position peaked at $4M in Q3 2018. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Oxbow Advisors held 955 shares of First Trust NYSE Arca Biotechnology Index Fund worth $237K as of Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Oxbow Advisors position in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Oxbow Advisors's portfolio in Q2 2026, its #245 holding.
  • Oxbow Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2017 and has held it in 32 quarters since.
  • Oxbow Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4M in Q3 2018.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.