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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
Q2 		$41.9K Hold
169
– – ﹤0.01% 654
2026
Q1 		$33.9K Buy
+169
New +$35K ﹤0.01% 691

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

Cassaday & Co Wealth Management's FBT Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 169 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Cassaday & Co Wealth Management first reported a position in FBT in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Cassaday & Co Wealth Management held 169 shares of First Trust NYSE Arca Biotechnology Index Fund worth $41.9K as of Q2 2026.
  • Cassaday & Co Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #654 holding.
  • Cassaday & Co Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.