Belpointe Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Belpointe Asset 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 Q2	$751K	Buy	3,028 +315	+12%	+$67.8K	0.02%	582
2026 Q1	$545K	Buy	2,713 +123	+5%	+$25.4K	0.02%	660
2025 Q4	$535K	Buy	2,590 +1,388	+115%	+$277K	0.02%	633
2025 Q3	$216K	Sell	1,202 -50	-4%	-$8.52K	0.01%	904
2025 Q2	$202K	Hold	1,252	–	–	0.01%	885
2025 Q1	$213K	Sell	1,252 -1,101	-47%	-$191K	0.01%	843
2024 Q4	$401K	Hold	2,353	–	–	0.02%	569
2024 Q3	$405K	Buy	+2,353	New	+$389K	0.02%	557
2024 Q2	–	Sell	-3,298	Closed	-$507K	–	877
2024 Q1	$507K	Buy	3,298 +1,409	+75%	+$215K	0.04%	432
2023 Q4	$299K	Buy	1,889 +418	+28%	+$60K	0.03%	520
2023 Q3	$215K	Buy	+1,471	New	+$224K	0.02%	578
2023 Q2	–	Sell	-8,050	Closed	-$1.25M	–	1469
2023 Q1	$1.25M	Sell	8,050 -494	-6%	-$77.6K	0.07%	286
2022 Q4	$1.32M	Buy	8,544 +3,539	+71%	+$522K	0.08%	255
2022 Q3	$661K	Buy	+5,005	New	+$702K	0.04%	409
2017 Q4	–	Sell	-3,858	Closed	-$395K	–	472
2017 Q3	$395K	Buy	+3,858	New	+$457K	0.09%	254

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

Belpointe Asset Management's FBT Position: Q2 2026 in Review

Belpointe Asset Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 12% in Q2 2026, buying an estimated $67.8K and bringing the position to 3,028 shares worth $751K. The position accounts for 0.02% of the portfolio, ranked #582.

Belpointe Asset Management first reported a position in FBT in Q3 2017 and has held it in 15 quarters since. The position peaked at $1.32M in Q4 2022. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Belpointe Asset Management held 3,028 shares of First Trust NYSE Arca Biotechnology Index Fund worth $751K as of Q2 2026.
Belpointe Asset Management bought 315 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $67.8K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #582 holding.
Belpointe Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2017 and has held it in 15 quarters since.
Belpointe Asset Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.32M in Q4 2022.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.