Claro Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Claro Advisors’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	$401K	Buy	+1,616	New	+$348K	0.04%	325
2019 Q3	–	Sell	-1,557	Closed	-$219K	–	166
2019 Q2	$219K	Buy	+1,557	New	+$215K	0.2%	142
2019 Q1	–	Sell	-1,334	Closed	-$211K	–	418
2018 Q4	$211K	Buy	+1,334	New	+$182K	0.17%	125

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

Claro Advisors's FBT Position: Q2 2026 in Review

Claro Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 1,616 shares worth $401K. The stake represents 0.04% of the portfolio and ranks #325 among its holdings. This is a return to the name: Claro Advisors previously reported a position in FBT as recently as Q2 2019.

Claro Advisors first reported a position in FBT in Q4 2018 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Claro Advisors held 1,616 shares of First Trust NYSE Arca Biotechnology Index Fund worth $401K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Claro Advisors position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.04% of Claro Advisors's portfolio in Q2 2026, its #325 holding.
Claro Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 3 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.