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 Q2	–	Sell	-5,797	Closed	-$1.16M	–	2164
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 $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

Atria Investments's FBT Position: Q2 2026 in Review

Atria Investments sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026, closing a stake of 5,797 shares — an estimated $1.16M sold.

Atria Investments first reported a position in FBT in Q2 2017 and held it in 13 quarters. The position peaked at $3.81M in Q1 2021. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Atria Investments reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2026 after selling out during the quarter.
Atria Investments sold 5,797 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $1.16M.
Atria Investments first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2017 and held it in 13 quarters.
Atria Investments's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.81M in Q1 2021.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.