Atria Investments’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Atria Investments’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	$1.16M	Buy	5,797 +30	+0.5%	+$6.21K	0.01%	976
2025 Q4	$1.19M	Sell	5,767 -54	-0.9%	-$10.8K	0.01%	981
2025 Q3	$1.04M	Buy	5,821 +243	+4%	+$41.4K	0.01%	1034
2025 Q2	$900K	Buy	5,578 +567	+11%	+$90.3K	0.01%	1090
2025 Q1	$852K	Buy	+5,011	New	+$870K	0.01%	1073
2023 Q4	–	Sell	-8,292	Closed	-$1.21M	–	907
2023 Q3	$1.21M	Buy	+8,292	New	+$1.26M	0.02%	764
2022 Q1	–	Sell	-16,384	Closed	-$2.65M	–	882
2021 Q4	$2.65M	Buy	16,384 +4,026	+33%	+$651K	0.05%	454
2021 Q3	$2.05M	Buy	12,358 +161	+1%	+$27.5K	0.04%	515
2021 Q2	$2.1M	Sell	12,197 -11,524	-49%	-$1.9M	0.04%	479
2021 Q1	$3.81M	Buy	23,721 +12,556	+112%	+$2.15M	0.08%	278
2020 Q4	$1.88M	Buy	+11,165	New	+$1.81M	0.05%	434
2018 Q2	–	Sell	-2,286	Closed	-$304K	–	964
2018 Q1	$304K	Buy	+2,286	New	+$312K	0.01%	673
2017 Q3	–	Sell	-3,237	Closed	-$369K	–	801
2017 Q2	$369K	Buy	+3,237	New	+$348K	0.02%	502

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atria Investments's FBT Position: Q1 2026 in Review

Atria Investments increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.52% in Q1 2026, buying an estimated $6.21K and bringing the position to 5,797 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #976.

Atria Investments first reported a position in FBT in Q2 2017 and has held it in 13 quarters since. The position peaked at $3.81M in Q1 2021. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Atria Investments held 5,797 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.16M as of Q1 2026.
Atria Investments bought 30 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $6.21K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Atria Investments's portfolio in Q1 2026, its #976 holding.
Atria Investments first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2017 and has held it in 13 quarters since.
Atria Investments's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.81M in Q1 2021.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.