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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
Q2 		$2.32M Buy
9,367
+1,779
+23% +$383K 0.01% 715
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 $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Beacon Pointe Advisors's FBT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 23% in Q2 2026, buying an estimated $383K and bringing the position to 9,367 shares worth $2.32M. The position accounts for 0.01% of the portfolio, ranked #715.

Beacon Pointe Advisors first reported a position in FBT in Q3 2023 and has held it in 12 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Beacon Pointe Advisors held 9,367 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.32M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,779 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $383K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #715 holding.
  • Beacon Pointe Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2023 and has held it in 12 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.