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Robertson Stephens Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Robertson Stephens Wealth 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 		$834K Buy
4,154
+36
+0.9% +$7.45K 0.02% 323
2025
Q4 		$850K Buy
4,118
+115
+3% +$23K 0.02% 338
2025
Q3 		$718K Buy
4,003
+326
+9% +$55.5K 0.02% 294
2025
Q2 		$593K Buy
3,677
+576
+19% +$91.8K 0.02% 342
2025
Q1 		$528K Sell
3,101
-340
-10% -$59K 0.02% 359
2024
Q4 		$572K Buy
3,441
+217
+7% +$37.1K 0.02% 340
2024
Q3 		$554K Buy
3,224
+57
+2% +$9.44K 0.02% 389
2024
Q2 		$488K Sell
3,167
-1,354
-30% -$203K 0.03% 338
2024
Q1 		$695K Sell
4,521
-22
-0.5% -$3.35K 0.04% 288
2023
Q4 		$718K Buy
4,543
+51
+1% +$7.33K 0.05% 258
2023
Q3 		$657K Sell
4,492
-1,409
-24% -$215K 0.04% 260
2023
Q2 		$904K Sell
5,901
-429
-7% -$66.9K 0.07% 203
2023
Q1 		$981K Sell
6,330
-245
-4% -$38.5K 0.08% 199
2022
Q4 		$1.01M Buy
+6,575
New +$970K 0.1% 174

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 $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B 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 $1.78B AUM 15.72% 1-Year Est. Return