RSWM
FBT icon

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
Q2 		$1.03M Sell
4,138
-16
-0.4% -$3.45K 0.03% 310
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 0.02% 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 0.04% 258
2023
Q3 		$657K Sell
4,492
-1,409
-24% -$215K 0.04% 260
2023
Q2 		$904K Sell
5,901
-429
-7% -$66.9K 0.06% 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 $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

Robertson Stephens Wealth Management's FBT Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.39% in Q2 2026, selling an estimated $3.45K and leaving 4,138 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #310.

Robertson Stephens Wealth Management first reported a position in FBT in Q4 2022 and has held it in 15 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Robertson Stephens Wealth Management held 4,138 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.03M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 16 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $3.45K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Robertson Stephens Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2022 and has held it in 15 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.