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 Q3	$197K	Hold	724	–	–	0.01%	746
2026 Q2	$180K	Sell	724 -193	-21%	-$41.6K	0.01%	762
2026 Q1	$184K	Sell	917 -47	-5%	-$9.7K	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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

CX Institutional's FBT Position: Q3 2026 in Review

CX Institutional held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 724 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #746.

CX Institutional first reported a position in FBT in Q2 2022 and has held it in 8 quarters since. The position peaked at $200K in Q3 2025. 98 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

CX Institutional held 724 shares of First Trust NYSE Arca Biotechnology Index Fund worth $197K as of Q3 2026.
CX Institutional left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of CX Institutional's portfolio in Q3 2026, its #746 holding.
CX Institutional first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2022 and has held it in 8 quarters since.
CX Institutional's First Trust NYSE Arca Biotechnology Index Fund position peaked at $200K in Q3 2025.
98 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.