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Beacon Pointe Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Beacon Pointe 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 		$1.52M Buy
7,588
+25
+0.3% +$5.17K 0.01% 827
2025
Q4 		$1.56M Sell
7,563
-14
-0.2% -$2.8K 0.01% 684
2025
Q3 		$1.36M Buy
7,577
+501
+7% +$85.3K 0.01% 653
2025
Q2 		$1.14M Buy
7,076
+528
+8% +$84.1K 0.01% 631
2025
Q1 		$1.11M Buy
6,548
+400
+7% +$69.5K 0.01% 609
2024
Q4 		$1.02M Buy
6,148
+1
+0% +$171 0.01% 627
2024
Q3 		$1.06M Buy
6,147
+100
+2% +$16.6K 0.01% 618
2024
Q2 		$931K Hold
6,047
– – 0.01% 661
2024
Q1 		$930K Buy
6,047
+480
+9% +$73.2K 0.01% 712
2023
Q4 		$880K Sell
5,567
-190
-3% -$27.3K 0.01% 708
2023
Q3 		$843K Buy
+5,757
New +$877K 0.01% 682

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

Beacon Pointe Advisors's FBT Position: Q1 2026 in Review

Beacon Pointe Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.33% in Q1 2026, buying an estimated $5.17K and bringing the position to 7,588 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #827.

Beacon Pointe Advisors first reported a position in FBT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Beacon Pointe Advisors held 7,588 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.52M as of Q1 2026.
  • Beacon Pointe Advisors bought 25 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $5.17K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #827 holding.
  • Beacon Pointe Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2023 and has held it in 11 quarters since.
  • Beacon Pointe Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.56M in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.