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

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return