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Salem Investment Counselors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Salem Investment Counselors’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
2025
Q3 		– Sell
-100
Closed -$16.1K – 1224
2025
Q2 		$16.1K Hold
100
– – ﹤0.01% 762
2025
Q1 		$17K Hold
100
– – ﹤0.01% 743
2024
Q4 		$16.6K Sell
100
-100
-50% -$17.1K ﹤0.01% 760
2024
Q3 		$34.4K Sell
200
-60
-23% -$9.93K ﹤0.01% 656
2024
Q2 		$40K Buy
+260
New +$39K ﹤0.01% 612

Other funds holding FBT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salem Investment Counselors's FBT Position: Q3 2025 in Review

Salem Investment Counselors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2025, closing a stake of 100 shares — an estimated $16.1K sold.

Salem Investment Counselors first reported a position in FBT in Q2 2024 and held it in 5 quarters. The position peaked at $40K in Q2 2024. 253 funds tracked by Wall St. Rank hold FBT as of Q3 2025.

  • Salem Investment Counselors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2025 after selling out during the quarter.
  • Salem Investment Counselors sold 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2025, an estimated $16.1K.
  • Salem Investment Counselors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2024 and held it in 5 quarters.
  • Salem Investment Counselors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $40K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2025.

Based on Salem Investment Counselors's 13F filing for Q3 2025, filed 7 Oct 2025.