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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
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
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

Arkadios Wealth Advisors's FBT Position: Q1 2026 in Review

Arkadios Wealth Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 1,842 shares worth $370K. The stake represents 0.01% of the portfolio and ranks #1251 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in FBT as recently as Q2 2024.

Arkadios Wealth Advisors first reported a position in FBT in Q2 2020 and has held it in 16 quarters since. The position peaked at $620K in Q4 2022. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Arkadios Wealth Advisors held 1,842 shares of First Trust NYSE Arca Biotechnology Index Fund worth $370K as of Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Arkadios Wealth Advisors position in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1251 holding.
  • Arkadios Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $620K in Q4 2022.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.