Pinnacle Associates
FBT icon

Pinnacle Associates’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Pinnacle Associates’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
Q3 		$1.12M Sell
4,096
-30
-0.7% -$7.8K 0.01% 502
2026
Q2 		$1.02M Sell
4,126
-149
-3% -$32.1K 0.01% 532
2026
Q1 		$859K Sell
4,275
-150
-3% -$31K 0.01% 548
2025
Q4 		$914K Sell
4,425
-200
-4% -$40K 0.01% 536
2025
Q3 		$829K Sell
4,625
-635
-12% -$108K 0.01% 545
2025
Q2 		$849K Sell
5,260
-243
-4% -$38.7K 0.01% 539
2025
Q1 		$936K Hold
5,503
– – 0.01% 500
2024
Q4 		$915K Sell
5,503
-2,246
-29% -$384K 0.01% 499
2024
Q3 		$1.22M Buy
7,749
+669
+9% +$111K 0.02% 433
2024
Q2 		$1.09M Sell
7,080
-425
-6% -$63.8K 0.02% 453
2024
Q1 		$1.15M Sell
7,505
-244
-3% -$37.2K 0.02% 460
2023
Q4 		$1.22M Sell
7,749
-33
-0.4% -$4.74K 0.02% 440
2023
Q3 		$1.14M Sell
7,782
-239
-3% -$36.4K 0.02% 437
2023
Q2 		$1.23M Buy
8,021
+127
+2% +$19.8K 0.02% 438
2023
Q1 		$1.22M Sell
7,894
-113
-1% -$17.7K 0.03% 380
2022
Q4 		$1.23M Sell
8,007
-105
-1% -$15.5K 0.03% 375
2022
Q3 		$1.07M Sell
8,112
-485
-6% -$68.1K 0.02% 389
2022
Q2 		$1.16M Hold
8,597
– – 0.03% 370
2022
Q1 		$1.28M Buy
+8,597
New +$1.27M 0.02% 413
2021
Q4 		– Sell
-1,250
Closed -$208K – 797
2021
Q3 		$208K Sell
1,250
-45
-3% -$7.69K ﹤0.01% 724
2021
Q2 		$224K Sell
1,295
-10,182
-89% -$1.68M ﹤0.01% 708
2021
Q1 		$1.84M Buy
11,477
+860
+8% +$147K 0.04% 332
2020
Q4 		$1.78M Buy
10,617
+350
+3% +$56.8K 0.04% 322
2020
Q3 		$1.62M Buy
10,267
+2,375
+30% +$388K 0.04% 308
2020
Q2 		$1.32M Buy
7,892
+75
+1% +$11.8K 0.03% 330
2020
Q1 		$1.02M Buy
7,817
+886
+13% +$126K 0.03% 332
2019
Q4 		$1.03M Buy
6,931
+165
+2% +$22.7K 0.02% 402
2019
Q3 		$837K Buy
6,766
+20
+0.3% +$2.66K 0.02% 438
2019
Q2 		$950K Buy
6,746
+3,020
+81% +$417K 0.02% 419
2019
Q1 		$562K Buy
3,726
+51
+1% +$7.34K 0.01% 512
2018
Q4 		$456K Buy
+3,675
New +$503K 0.01% 524

Other funds holding FBT

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Hartford Financial Management
Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Pinnacle Associates's FBT Position: Q3 2026 in Review

Pinnacle Associates reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.73% in Q3 2026, selling an estimated $7.8K and leaving 4,096 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #502.

Pinnacle Associates first reported a position in FBT in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.84M in Q1 2021. 82 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Pinnacle Associates held 4,096 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.12M as of Q3 2026.
  • Pinnacle Associates sold 30 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $7.8K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #502 holding.
  • Pinnacle Associates first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 31 quarters since.
  • Pinnacle Associates's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.84M in Q1 2021.
  • 82 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.