Raymond James Financial’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Raymond James Financial’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	$40.7M	Buy	202,877 +57,218	+39%	+$11.8M	0.01%	987
2025 Q4	$30.1M	Buy	145,659 +8,115	+6%	+$1.62M	0.01%	1165
2025 Q3	$24.7M	Sell	137,544 -6,747	-5%	-$1.15M	0.01%	1269
2025 Q2	$23.3M	Sell	144,291 -12,212	-8%	-$1.95M	0.01%	1246
2025 Q1	$26.6M	Sell	156,503 -10,543	-6%	-$1.83M	0.01%	1096
2024 Q4	$27.8M	Buy	+167,046	New	+$28.5M	0.01%	1089

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Raymond James Financial's FBT Position: Q1 2026 in Review

Raymond James Financial increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 39% in Q1 2026, buying an estimated $11.8M and bringing the position to 202,877 shares worth $40.7M. The position accounts for 0.01% of the portfolio, ranked #987.

Raymond James Financial first reported a position in FBT in Q4 2024 and has held it in 6 quarters since. 308 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Raymond James Financial held 202,877 shares of First Trust NYSE Arca Biotechnology Index Fund worth $40.7M as of Q1 2026.
Raymond James Financial bought 57,218 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $11.8M.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #987 holding.
Raymond James Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 6 quarters since.
308 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.