Barnes Dennig Private Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Barnes Dennig Private Wealth Management’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	–	Sell	-50	Closed	-$10.3K	–	319
2025 Q4	$10.3K	Hold	50	–	–	0.01%	247
2025 Q3	$8.96K	Hold	50	–	–	0.01%	234
2025 Q2	$8.07K	Hold	50	–	–	0.01%	222
2025 Q1	$8.51K	Buy	+50	New	+$8.68K	0.01%	141

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

Barnes Dennig Private Wealth Management's FBT Position: Q1 2026 in Review

Barnes Dennig Private Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 50 shares — an estimated $10.3K sold.

Barnes Dennig Private Wealth Management first reported a position in FBT in Q1 2025 and held it in 4 quarters. The position peaked at $10.3K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Barnes Dennig Private Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
Barnes Dennig Private Wealth Management sold 50 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $10.3K.
Barnes Dennig Private Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2025 and held it in 4 quarters.
Barnes Dennig Private Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $10.3K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.