Cerity Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Cerity Partners’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	$1.17M	Buy	4,737 +589	+14%	+$127K	﹤0.01%	1904
2026 Q1	$833K	Sell	4,148 -101	-2%	-$20.9K	﹤0.01%	1960
2025 Q4	$878K	Sell	4,249 -454	-10%	-$90.7K	﹤0.01%	1781
2025 Q3	$843K	Buy	+4,703	New	+$801K	﹤0.01%	1680
2025 Q2	–	Sell	-5,375	Closed	-$914K	–	2677
2025 Q1	$914K	Buy	5,375 +694	+15%	+$121K	﹤0.01%	1468
2024 Q4	$778K	Buy	4,681 +475	+11%	+$81.2K	﹤0.01%	1530
2024 Q3	$723K	Sell	4,206 -825	-16%	-$137K	﹤0.01%	1571
2024 Q2	$775K	Sell	5,031 -94	-2%	-$14.1K	﹤0.01%	1339
2024 Q1	$788K	Sell	5,125 -280	-5%	-$42.7K	﹤0.01%	1386
2023 Q4	$854K	Buy	5,405 +50	+0.9%	+$7.18K	﹤0.01%	1046
2023 Q3	$784K	Sell	5,355 -100	-2%	-$15.2K	﹤0.01%	820
2023 Q2	$835K	Buy	5,455 +3,530	+183%	+$550K	﹤0.01%	979
2023 Q1	$298K	Buy	+1,925	New	+$302K	﹤0.01%	1533

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

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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Cerity Partners's FBT Position: Q2 2026 in Review

Cerity Partners increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 14% in Q2 2026, buying an estimated $127K and bringing the position to 4,737 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1904.

Cerity Partners first reported a position in FBT in Q1 2023 and has held it in 13 quarters since. 326 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Cerity Partners held 4,737 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.17M as of Q2 2026.
Cerity Partners bought 589 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $127K.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1904 holding.
Cerity Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2023 and has held it in 13 quarters since.
326 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.