CX Institutional’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

CX Institutional’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	$180K	Sell	724 -193	-21%	-$41.6K	0.01%	761
2026 Q1	$184K	Sell	917 -47	-5%	-$9.72K	0.01%	739
2025 Q4	$199K	Sell	964 -151	-14%	-$30.2K	0.01%	714
2025 Q3	$200K	Buy	1,115 +964	+638%	+$164K	0.01%	694
2025 Q2	$24K	Hold	151	–	–	﹤0.01%	941
2025 Q1	$26K	Buy	+151	New	+$26.2K	﹤0.01%	925
2022 Q3	–	Sell	-15	Closed	-$2K	–	697
2022 Q2	$2K	Buy	+15	New	+$2.07K	﹤0.01%	1091

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

CX Institutional's FBT Position: Q2 2026 in Review

CX Institutional reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 21% in Q2 2026, selling an estimated $41.6K and leaving 724 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #761.

CX Institutional first reported a position in FBT in Q2 2022 and has held it in 7 quarters since. The position peaked at $200K in Q3 2025. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

CX Institutional held 724 shares of First Trust NYSE Arca Biotechnology Index Fund worth $180K as of Q2 2026.
CX Institutional sold 193 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $41.6K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of CX Institutional's portfolio in Q2 2026, its #761 holding.
CX Institutional first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2022 and has held it in 7 quarters since.
CX Institutional's First Trust NYSE Arca Biotechnology Index Fund position peaked at $200K in Q3 2025.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.