DHJJ Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

DHJJ Financial Advisors’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	$59.2K	Hold	295	–	–	0.02%	371
2025 Q4	$60.9K	Sell	295 -4	-1%	-$799	0.02%	353
2025 Q3	$53.6K	Buy	299 +10	+3%	+$1.7K	0.02%	355
2025 Q2	$46.6K	Hold	289	–	–	0.02%	357
2025 Q1	$49.2K	Hold	289	–	–	0.02%	314
2024 Q4	$48K	Hold	289	–	–	0.02%	308
2024 Q3	$49.7K	Hold	289	–	–	0.02%	301
2024 Q2	$44.5K	Hold	289	–	–	0.02%	289
2024 Q1	$44.4K	Hold	289	–	–	0.02%	273
2023 Q4	$45.7K	Hold	289	–	–	0.02%	260
2023 Q3	$42.3K	Buy	+289	New	+$44K	0.02%	264

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

DHJJ Financial Advisors's FBT Position: Q1 2026 in Review

DHJJ Financial Advisors held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 295 shares worth $59.2K. The position accounts for 0.02% of the portfolio, ranked #371.

DHJJ Financial Advisors first reported a position in FBT in Q3 2023 and has held it in 11 quarters since. The position peaked at $60.9K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

DHJJ Financial Advisors held 295 shares of First Trust NYSE Arca Biotechnology Index Fund worth $59.2K as of Q1 2026.
DHJJ Financial Advisors left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of DHJJ Financial Advisors's portfolio in Q1 2026, its #371 holding.
DHJJ Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $60.9K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.