Arkadios Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Arkadios Wealth Advisors’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	$500K	Buy	2,017 +175	+10%	+$37.7K	0.01%	1126
2026 Q1	$370K	Buy	+1,842	New	+$381K	0.01%	1251
2024 Q3	–	Sell	-2,241	Closed	-$345K	–	946
2024 Q2	$345K	Sell	2,241 -553	-20%	-$83K	0.02%	587
2024 Q1	$430K	Sell	2,794 -224	-7%	-$34.2K	0.03%	421
2023 Q4	$477K	Sell	3,018 -27	-0.9%	-$3.88K	0.04%	378
2023 Q3	$446K	Sell	3,045 -333	-10%	-$50.7K	0.04%	370
2023 Q2	$517K	Sell	3,378 -468	-12%	-$73K	0.06%	296
2023 Q1	$596K	Sell	3,846 -177	-4%	-$27.8K	0.07%	275
2022 Q4	$620K	Buy	+4,023	New	+$594K	0.08%	253
2022 Q3	–	Sell	-1,563	Closed	-$212K	–	541
2022 Q2	$212K	Sell	1,563 -73	-4%	-$10.1K	0.03%	492
2022 Q1	$244K	Sell	1,636 -168	-9%	-$24.9K	0.03%	476
2021 Q4	$292K	Buy	1,804 +207	+13%	+$33.5K	0.04%	459
2021 Q3	$265K	Buy	1,597 +149	+10%	+$25.5K	0.04%	434
2021 Q2	$249K	Buy	1,448 +296	+26%	+$48.9K	0.03%	483
2021 Q1	$184K	Buy	1,152 +1,049	+1,018%	+$180K	0.03%	429
2020 Q4	$17K	Buy	+103	New	+$16.7K	﹤0.01%	801
2020 Q3	–	Sell	-95	Closed	-$16.4K	–	1038
2020 Q2	$16.4K	Buy	+95	New	+$14.9K	0.01%	583

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

Arkadios Wealth Advisors's FBT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 9.5% in Q2 2026, buying an estimated $37.7K and bringing the position to 2,017 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #1126.

Arkadios Wealth Advisors first reported a position in FBT in Q2 2020 and has held it in 17 quarters since. The position peaked at $620K in Q4 2022. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Arkadios Wealth Advisors held 2,017 shares of First Trust NYSE Arca Biotechnology Index Fund worth $500K as of Q2 2026.
Arkadios Wealth Advisors bought 175 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $37.7K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1126 holding.
Arkadios Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and has held it in 17 quarters since.
Arkadios Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $620K in Q4 2022.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.