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

Winebrenner 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 Q3	$203K	Sell	745 -86	-10%	-$22.4K	0.13%	135
2026 Q2	$206K	Buy	+831	New	+$179K	0.13%	142

Other funds holding FBT

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $122M AUM 28.71% 1-Year Est. Return

Winebrenner Capital Management's FBT Position: Q3 2026 in Review

Winebrenner Capital Management reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 10% in Q3 2026, selling an estimated $22.4K and leaving 745 shares worth $203K. The position accounts for 0.13% of the portfolio, ranked #135.

Winebrenner Capital Management first reported a position in FBT in Q2 2026 and has held it in 2 quarters since. The position peaked at $206K in Q2 2026. 134 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

Winebrenner Capital Management held 745 shares of First Trust NYSE Arca Biotechnology Index Fund worth $203K as of Q3 2026.
Winebrenner Capital Management sold 86 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $22.4K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.13% of Winebrenner Capital Management's portfolio in Q3 2026, its #135 holding.
Winebrenner Capital Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2026 and has held it in 2 quarters since.
Winebrenner Capital Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $206K in Q2 2026.
134 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Winebrenner Capital Management's 13F filing for Q3 2026, filed 7 Oct 2026.