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Cassaday & Co Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Cassaday & Co 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 		$33.9K Buy
+169
New +$35K ﹤0.01% 691

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

Cassaday & Co Wealth Management's FBT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 169 shares worth $33.9K. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings.

307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Cassaday & Co Wealth Management held 169 shares of First Trust NYSE Arca Biotechnology Index Fund worth $33.9K as of Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Cassaday & Co Wealth Management position in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #691 holding.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.