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BIP Wealth’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

BIP Wealth’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 		$663K Sell
2,673
-5,701
-68% -$1.23M 0.02% 329
2026
Q1 		$1.68M Buy
8,374
+5,762
+221% +$1.19M 0.07% 147
2025
Q4 		$539K Buy
+2,612
New +$522K 0.02% 288

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

BIP Wealth's FBT Position: Q2 2026 in Review

BIP Wealth reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 68% in Q2 2026, selling an estimated $1.23M and leaving 2,673 shares worth $663K. The position accounts for 0.02% of the portfolio, ranked #329.

BIP Wealth first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.68M in Q1 2026. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • BIP Wealth held 2,673 shares of First Trust NYSE Arca Biotechnology Index Fund worth $663K as of Q2 2026.
  • BIP Wealth sold 5,701 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $1.23M.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of BIP Wealth's portfolio in Q2 2026, its #329 holding.
  • BIP Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • BIP Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.68M in Q1 2026.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.