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

Daymark 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
Q1 		$6.79M Buy
33,836
+27,964
+476% +$5.78M 0.21% 91
2025
Q4 		$1.21M Sell
5,872
-7
-0.1% -$1.4K 0.04% 259
2025
Q3 		$1.05M Buy
5,879
+128
+2% +$21.8K 0.04% 275
2025
Q2 		$928K Buy
5,751
+500
+10% +$79.6K 0.04% 272
2025
Q1 		$893K Sell
5,251
-55
-1% -$9.55K 0.04% 257
2024
Q4 		$882K Buy
5,306
+141
+3% +$24.1K 0.04% 254
2024
Q3 		$888K Sell
5,165
-98
-2% -$16.2K 0.04% 261
2024
Q2 		$810K Buy
5,263
+25
+0.5% +$3.75K 0.04% 266
2024
Q1 		$805K Sell
5,238
-201
-4% -$30.6K 0.04% 218
2023
Q4 		$860K Hold
5,439
– – 0.05% 197
2023
Q3 		$796K Sell
5,439
-1,003
-16% -$153K 0.05% 191
2023
Q2 		$987K Sell
6,442
-333
-5% -$51.9K 0.07% 169
2023
Q1 		$1.05M Sell
6,775
-30
-0.4% -$4.71K 0.14% 122
2022
Q4 		$1.05M Buy
+6,805
New +$1M 0.19% 90

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Daymark Wealth Partners's FBT Position: Q1 2026 in Review

Daymark Wealth Partners increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 476% in Q1 2026, buying an estimated $5.78M and bringing the position to 33,836 shares worth $6.79M. The position accounts for 0.21% of the portfolio, ranked #91.

Daymark Wealth Partners first reported a position in FBT in Q4 2022 and has held it in 14 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Daymark Wealth Partners held 33,836 shares of First Trust NYSE Arca Biotechnology Index Fund worth $6.79M as of Q1 2026.
  • Daymark Wealth Partners bought 27,964 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $5.78M.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.21% of Daymark Wealth Partners's portfolio in Q1 2026, its #91 holding.
  • Daymark Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2022 and has held it in 14 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.