Arax Advisory Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Arax Advisory Partners’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	$234K	Sell	945 -71	-7%	-$15.3K	﹤0.01%	2138
2026 Q1	$204K	Sell	1,016 -575	-36%	-$119K	0.01%	1068
2025 Q4	$329K	Buy	+1,591	New	+$318K	0.01%	784
2025 Q3	–	Sell	-5,537	Closed	-$893K	–	3816
2025 Q2	$893K	Buy	5,537 +60	+1%	+$9.56K	0.04%	268
2025 Q1	$932K	Buy	5,477 +1,546	+39%	+$268K	0.06%	195
2024 Q4	$653K	Buy	3,931 +286	+8%	+$48.9K	0.04%	237
2024 Q3	$627K	Buy	3,645 +492	+16%	+$81.4K	0.06%	163
2024 Q2	$486K	Buy	3,153 +216	+7%	+$32.4K	0.05%	200
2024 Q1	$452K	Buy	2,937 +1,436	+96%	+$219K	0.05%	193
2023 Q4	$237K	Buy	1,501 +1,093	+268%	+$157K	0.03%	267
2023 Q3	$59.7K	Buy	408 +193	+90%	+$29.4K	0.01%	428
2023 Q2	$32.9K	Buy	215 +53	+33%	+$8.27K	﹤0.01%	514
2023 Q1	$25.1K	Buy	162 +147	+980%	+$23.1K	﹤0.01%	549
2022 Q4	$2.31K	Hold	15	–	–	﹤0.01%	922
2022 Q3	$2K	Buy	+15	New	+$2.1K	﹤0.01%	953

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Arax Advisory Partners's FBT Position: Q2 2026 in Review

Arax Advisory Partners reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 7% in Q2 2026, selling an estimated $15.3K and leaving 945 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Arax Advisory Partners first reported a position in FBT in Q3 2022 and has held it in 15 quarters since. The position peaked at $932K in Q1 2025. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Arax Advisory Partners held 945 shares of First Trust NYSE Arca Biotechnology Index Fund worth $234K as of Q2 2026.
Arax Advisory Partners sold 71 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $15.3K.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2138 holding.
Arax Advisory Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2022 and has held it in 15 quarters since.
Arax Advisory Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $932K in Q1 2025.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.