Center for Financial Planning’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Center for Financial Planning’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	$43.4K	Hold	175	–	–	﹤0.01%	338
2026 Q1	$35.1K	Hold	175	–	–	﹤0.01%	354
2025 Q4	$36.1K	Hold	175	–	–	﹤0.01%	337
2025 Q3	$31.4K	Hold	175	–	–	﹤0.01%	368
2025 Q2	$28.2K	Hold	175	–	–	﹤0.01%	356
2025 Q1	$29.8K	Buy	+175	New	+$30.4K	﹤0.01%	348

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

Center for Financial Planning's FBT Position: Q2 2026 in Review

Center for Financial Planning held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 175 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Center for Financial Planning first reported a position in FBT in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Center for Financial Planning held 175 shares of First Trust NYSE Arca Biotechnology Index Fund worth $43.4K as of Q2 2026.
Center for Financial Planning 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 Center for Financial Planning's portfolio in Q2 2026, its #338 holding.
Center for Financial Planning first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2025 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.