Stifel Financial
FBT icon

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

Stifel 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 		$13.9M Buy
68,981
+8,535
+14% +$1.77M 0.01% 791
2025
Q4 		$12.5M Buy
60,446
+8,508
+16% +$1.7M 0.01% 844
2025
Q3 		$9.31M Buy
51,938
+6,361
+14% +$1.08M 0.01% 984
2025
Q2 		$7.35M Buy
45,577
+3,341
+8% +$532K 0.01% 1044
2025
Q1 		$7.19M Sell
42,236
-412
-1% -$71.6K 0.01% 1004
2024
Q4 		$7.09M Buy
42,648
+8,271
+24% +$1.41M 0.01% 1019
2024
Q3 		$5.91M Buy
34,377
+1,339
+4% +$222K 0.01% 1114
2024
Q2 		$5.09M Sell
33,038
-5,718
-15% -$858K 0.01% 1117
2024
Q1 		$5.96M Buy
38,756
+910
+2% +$139K 0.01% 1046
2023
Q4 		$5.98M Sell
37,846
-6,102
-14% -$877K 0.01% 1008
2023
Q3 		$6.43M Sell
43,948
-11,289
-20% -$1.72M 0.01% 915
2023
Q2 		$8.46M Buy
55,237
+5,595
+11% +$872K 0.01% 782
2023
Q1 		$7.7M Sell
49,642
-537
-1% -$84.3K 0.01% 796
2022
Q4 		$7.73M Buy
50,179
+7,599
+18% +$1.12M 0.01% 770
2022
Q3 		$5.62M Sell
42,580
-4,522
-10% -$635K 0.01% 886
2022
Q2 		$6.39M Buy
47,102
+6,895
+17% +$950K 0.01% 843
2022
Q1 		$6M Buy
40,207
+13
+0% +$1.92K 0.01% 968
2021
Q4 		$6.51M Sell
40,194
-1,079
-3% -$174K 0.01% 926
2021
Q3 		$6.86M Sell
41,273
-2,385
-5% -$407K 0.01% 875
2021
Q2 		$7.54M Buy
43,658
+5,813
+15% +$960K 0.01% 816
2021
Q1 		$6.07M Sell
37,845
-6,948
-16% -$1.19M 0.01% 863
2020
Q4 		$7.53M Buy
44,793
+1,342
+3% +$218K 0.01% 688
2020
Q3 		$6.83M Sell
43,451
-1,502
-3% -$246K 0.01% 661
2020
Q2 		$7.54M Buy
44,953
+10,979
+32% +$1.72M 0.02% 587
2020
Q1 		$4.46M Sell
33,974
-6,082
-15% -$867K 0.01% 709
2019
Q4 		$5.96M Sell
40,056
-2,644
-6% -$363K 0.01% 816
2019
Q3 		$5.28M Sell
42,700
-22,564
-35% -$3M 0.01% 807
2019
Q2 		$9.19M Sell
65,264
-13,013
-17% -$1.8M 0.02% 601
2019
Q1 		$11.8M Buy
78,277
+12,497
+19% +$1.8M 0.03% 478
2018
Q4 		$8.14M Buy
65,780
+6,706
+11% +$917K 0.03% 553
2018
Q3 		$9.37M Buy
59,074
+23,288
+65% +$3.52M 0.03% 567
2018
Q2 		$5.01M Buy
35,786
+2,934
+9% +$403K 0.02% 815
2018
Q1 		$4.38M Buy
32,852
+4,385
+15% +$599K 0.01% 842
2017
Q4 		$3.54M Buy
28,467
+6,559
+30% +$810K 0.01% 906
2017
Q3 		$2.71M Buy
21,908
+2,473
+13% +$293K 0.01% 987
2017
Q2 		$2.21M Buy
19,435
+66
+0.3% +$7.1K 0.01% 1056
2017
Q1 		$2.05M Buy
19,369
+1,601
+9% +$160K 0.01% 1072
2016
Q4 		$1.61M Sell
17,768
-7,282
-29% -$682K 0.01% 1120
2016
Q3 		$2.5M Sell
25,050
-5,067
-17% -$497K 0.01% 905
2016
Q2 		$2.7M Buy
30,117
+2,377
+9% +$218K 0.01% 868
2016
Q1 		$2.28M Sell
27,740
-90,125
-76% -$7.94M 0.01% 867
2015
Q4 		$13.3M Sell
117,865
-3,051
-3% -$328K 0.07% 292
2015
Q3 		$12.3M Buy
120,916
+19,209
+19% +$2.28M 0.07% 300
2015
Q2 		$12.6M Sell
101,707
-4,108
-4% -$496K 0.07% 311
2015
Q1 		$12.5M Buy
105,815
+12,809
+14% +$1.45M 0.07% 336
2014
Q4 		$9.49M Buy
93,006
+22,839
+33% +$2.23M 0.05% 403
2014
Q3 		$6.44M Buy
70,167
+68
+0.1% +$5.9K 0.06% 388
2014
Q2 		$5.77M Buy
70,099
+4,103
+6% +$314K 0.05% 413
2014
Q1 		$5.06M Buy
+65,996
New +$5.15M 0.05% 441

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

Stifel Financial's FBT Position: Q1 2026 in Review

Stifel Financial increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 14% in Q1 2026, buying an estimated $1.77M and bringing the position to 68,981 shares worth $13.9M. The position accounts for 0.01% of the portfolio, ranked #791.

Stifel Financial first reported a position in FBT in Q1 2014 and has held it in 49 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Stifel Financial held 68,981 shares of First Trust NYSE Arca Biotechnology Index Fund worth $13.9M as of Q1 2026.
  • Stifel Financial bought 8,535 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $1.77M.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #791 holding.
  • Stifel Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2014 and has held it in 49 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.