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

Cyndeo Wealth 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 		$2.1M Buy
8,458
+961
+13% +$207K 0.1% 184
2026
Q1 		$1.51M Buy
+7,497
New +$1.55M 0.08% 197

Other funds holding FBT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

Cyndeo Wealth Partners's FBT Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 13% in Q2 2026, buying an estimated $207K and bringing the position to 8,458 shares worth $2.1M. The position accounts for 0.1% of the portfolio, ranked #184.

Cyndeo Wealth Partners first reported a position in FBT in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Cyndeo Wealth Partners held 8,458 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.1M as of Q2 2026.
  • Cyndeo Wealth Partners bought 961 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $207K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.1% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #184 holding.
  • Cyndeo Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.