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Apollon Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Apollon 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 		$958K Sell
3,865
-319
-8% -$68.7K 0.01% 752
2026
Q1 		$840K Sell
4,184
-94
-2% -$19.4K 0.01% 663
2025
Q4 		$884K Buy
4,278
+553
+15% +$111K 0.02% 626
2025
Q3 		$668K Sell
3,725
-139
-4% -$23.7K 0.01% 728
2025
Q2 		$623K Sell
3,864
-392
-9% -$62.4K 0.01% 713
2025
Q1 		$724K Buy
4,256
+32
+0.8% +$5.56K 0.02% 606
2024
Q4 		$702K Buy
4,224
+1,371
+48% +$234K 0.02% 627
2024
Q3 		$491K Sell
2,853
-989
-26% -$164K 0.01% 732
2024
Q2 		$592K Sell
3,842
-13
-0.3% -$1.95K 0.02% 618
2024
Q1 		$593K Buy
3,855
+1,465
+61% +$223K 0.02% 636
2023
Q4 		$378K Sell
2,390
-79
-3% -$11.3K 0.01% 756
2023
Q3 		$361K Sell
2,469
-327
-12% -$49.8K 0.02% 639
2023
Q2 		$428K Buy
2,796
+385
+16% +$60K 0.02% 643
2023
Q1 		$374K Sell
2,411
-15
-0.6% -$2.36K 0.02% 614
2022
Q4 		$374K Sell
2,426
-25
-1% -$3.69K 0.03% 598
2022
Q3 		$323K Sell
2,451
-196
-7% -$27.5K 0.03% 573
2022
Q2 		$359K Sell
2,647
-100
-4% -$13.8K 0.03% 516
2022
Q1 		$410K Sell
2,747
-1,489
-35% -$220K 0.03% 513
2021
Q4 		$686K Buy
+4,236
New +$685K 0.05% 389

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

Apollon Wealth Management's FBT Position: Q2 2026 in Review

Apollon Wealth Management reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 7.6% in Q2 2026, selling an estimated $68.7K and leaving 3,865 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #752.

Apollon Wealth Management first reported a position in FBT in Q4 2021 and has held it in 19 quarters since. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Apollon Wealth Management held 3,865 shares of First Trust NYSE Arca Biotechnology Index Fund worth $958K as of Q2 2026.
  • Apollon Wealth Management sold 319 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $68.7K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #752 holding.
  • Apollon Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.