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B. Riley Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

B. Riley 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 		$849K Sell
3,429
-130
-4% -$28K 0.05% 341
2026
Q1 		$687K Sell
3,559
-9,197
-72% -$1.9M 0.04% 371
2025
Q4 		$2.63M Buy
12,756
+2,027
+19% +$405K 0.12% 169
2025
Q3 		$1.92M Buy
10,729
+1,203
+13% +$205K 0.09% 212
2025
Q2 		$1.54M Buy
+9,526
New +$1.52M 0.07% 255
2024
Q2 		– Sell
-20,584
Closed -$3.01M – 1461
2024
Q1 		$3.01M Buy
20,584
+12,634
+159% +$1.93M 0.08% 241
2023
Q4 		$1.26M Sell
7,950
-12,634
-61% -$1.81M 0.03% 463
2023
Q3 		$3.01M Sell
20,584
-4,725
-19% -$720K 0.08% 241
2023
Q2 		$3.88M Sell
25,309
-311
-1% -$48.5K 0.09% 231
2023
Q1 		$3.97M Buy
25,620
+3,928
+18% +$617K 0.11% 201
2022
Q4 		$3.34M Buy
21,692
+2,237
+11% +$330K 0.09% 226
2022
Q3 		$2.57M Sell
19,455
-400
-2% -$56.1K 0.08% 253
2022
Q2 		$2.69M Buy
19,855
+244
+1% +$33.6K 0.11% 187
2022
Q1 		$2.92M Sell
19,611
-1,443
-7% -$213K 0.1% 223
2021
Q4 		$3.41M Sell
21,054
-537
-2% -$86.8K 0.1% 221
2021
Q3 		$3.59M Sell
21,591
-81
-0.4% -$13.8K 0.11% 199
2021
Q2 		$3.74M Buy
21,672
+919
+4% +$152K 0.12% 192
2021
Q1 		$3.33M Sell
20,753
-7,712
-27% -$1.32M 0.12% 195
2020
Q4 		$4.78M Buy
28,465
+3,799
+15% +$616K 0.26% 89
2020
Q3 		$3.88M Sell
24,666
-3,427
-12% -$560K 0.21% 112
2020
Q2 		$4.71M Buy
28,093
+4,820
+21% +$756K 0.31% 82
2020
Q1 		$3.05M Buy
23,273
+8,304
+55% +$1.18M 0.26% 93
2019
Q4 		$2.23M Buy
14,969
+798
+6% +$110K 0.19% 119
2019
Q3 		$1.75M Buy
14,171
+1,392
+11% +$185K 0.17% 130
2019
Q2 		$1.8M Buy
12,779
+1,666
+15% +$230K 0.2% 105
2019
Q1 		$1.68M Buy
11,113
+253
+2% +$36.4K 0.21% 102
2018
Q4 		$1.35M Buy
10,860
+482
+5% +$65.9K 0.19% 119
2018
Q3 		$1.65M Buy
10,378
+198
+2% +$30K 0.2% 117
2018
Q2 		$1.43M Buy
10,180
+1,308
+15% +$180K 0.19% 130
2018
Q1 		$1.18M Buy
8,872
+5,300
+148% +$724K 0.17% 146
2017
Q4 		$445K Buy
+3,572
New +$441K 0.06% 346
2016
Q4 		– Sell
-14,792
Closed -$1.48M – 563
2016
Q3 		$1.48M Sell
14,792
-105
-0.7% -$10.3K 0.29% 82
2016
Q2 		$1.33M Buy
+14,897
New +$1.37M 0.27% 93
2015
Q4 		– Sell
-17,552
Closed -$1.78M – 582
2015
Q3 		$1.78M Buy
17,552
+830
+5% +$98.7K 0.43% 51
2015
Q2 		$2.07M Buy
+16,722
New +$2.02M 0.52% 40
2015
Q1 		– Sell
-19,733
Closed -$4.47K – 1037
2014
Q4 		$4.47K Buy
19,733
+4,574
+30% +$447K 0.1% 279
2014
Q3 		$1.39M Buy
15,159
+180
+1% +$15.6K 0.36% 60
2014
Q2 		$1.23K Buy
14,979
+200
+1% +$15.3K ﹤0.01% 2281
2014
Q1 		$1.13M Sell
14,779
-440
-3% -$34.3K 0.34% 61
2013
Q4 		$1.05M Buy
15,219
+2,026
+15% +$133K 0.34% 70
2013
Q3 		$855K Sell
13,193
-2,720
-17% -$172K 0.29% 76
2013
Q2 		$926K Buy
+15,913
New +$909K 0.31% 65

Other funds holding FBT

JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

B. Riley Wealth Advisors's FBT Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 3.7% in Q2 2026, selling an estimated $28K and leaving 3,429 shares worth $849K. The position accounts for 0.05% of the portfolio, ranked #341.

B. Riley Wealth Advisors first reported a position in FBT in Q2 2013 and has held it in 42 quarters since. The position peaked at $4.78M in Q4 2020. 51 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • B. Riley Wealth Advisors held 3,429 shares of First Trust NYSE Arca Biotechnology Index Fund worth $849K as of Q2 2026.
  • B. Riley Wealth Advisors sold 130 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $28K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #341 holding.
  • B. Riley Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and has held it in 42 quarters since.
  • B. Riley Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4.78M in Q4 2020.
  • 51 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.