Cyndeo Wealth Partners
FBT icon

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
Q3 		$1.68M Sell
6,180
-2,278
-27% -$592K 0.08% 213
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

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Cyndeo Wealth Partners's FBT Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 27% in Q3 2026, selling an estimated $592K and leaving 6,180 shares worth $1.68M. The position accounts for 0.08% of the portfolio, ranked #213.

Cyndeo Wealth Partners first reported a position in FBT in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.1M in Q2 2026. 98 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Cyndeo Wealth Partners held 6,180 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.68M as of Q3 2026.
  • Cyndeo Wealth Partners sold 2,278 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $592K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.08% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #213 holding.
  • Cyndeo Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 3 quarters since.
  • Cyndeo Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.1M in Q2 2026.
  • 98 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.