Rockefeller Capital Management
FBT icon

Rockefeller Capital Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Rockefeller Capital 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 		$2.84M Buy
14,134
+9,915
+235% +$2.05M 0.01% 1144
2025
Q4 		$871K Buy
4,219
+246
+6% +$49.2K ﹤0.01% 1611
2025
Q3 		$712K Buy
+3,973
New +$677K ﹤0.01% 1597
2023
Q3 		– Sell
-6,404
Closed -$981K – 1591
2023
Q2 		$981K Buy
6,404
+1,013
+19% +$158K ﹤0.01% 1097
2023
Q1 		$835K Sell
5,391
-492
-8% -$77.3K ﹤0.01% 1144
2022
Q4 		$906K Sell
5,883
-80
-1% -$11.8K ﹤0.01% 1040
2022
Q3 		$787K Buy
5,963
+4,545
+321% +$638K ﹤0.01% 1097
2022
Q2 		$192K Buy
1,418
+562
+66% +$77.5K ﹤0.01% 1653
2022
Q1 		$127K Buy
856
+170
+25% +$25.1K ﹤0.01% 1877
2021
Q4 		$111K Buy
686
+18
+3% +$2.91K ﹤0.01% 1888
2021
Q3 		$110K Buy
668
+179
+37% +$30.6K ﹤0.01% 1818
2021
Q2 		$84K Hold
489
– – ﹤0.01% 1867
2021
Q1 		$78K Buy
489
+119
+32% +$20.4K ﹤0.01% 1716
2020
Q4 		$62K Sell
370
-20
-5% -$3.25K ﹤0.01% 1606
2020
Q3 		$61K Hold
390
– – ﹤0.01% 1442
2020
Q2 		$65K Buy
390
+20
+5% +$3.14K ﹤0.01% 1331
2020
Q1 		$49K Hold
370
– – ﹤0.01% 1242
2019
Q4 		$55K Hold
370
– – ﹤0.01% 1125
2019
Q3 		$46K Buy
370
+320
+640% +$42.6K ﹤0.01% 991
2019
Q2 		$7K Hold
50
– – ﹤0.01% 1344
2019
Q1 		$8K Buy
+50
New +$7.2K ﹤0.01% 1526

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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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 $1.79B AUM 15.72% 1-Year Est. Return

Rockefeller Capital Management's FBT Position: Q1 2026 in Review

Rockefeller Capital Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 235% in Q1 2026, buying an estimated $2.05M and bringing the position to 14,134 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #1144.

Rockefeller Capital Management first reported a position in FBT in Q1 2019 and has held it in 21 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Rockefeller Capital Management held 14,134 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.84M as of Q1 2026.
  • Rockefeller Capital Management bought 9,915 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $2.05M.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1144 holding.
  • Rockefeller Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and has held it in 21 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.