Diversified Enterprises’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Diversified Enterprises’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	$599K	Hold	2,417	–	–	0.03%	224
2026 Q1	$485K	Hold	2,417	–	–	0.03%	245
2025 Q4	$499K	Hold	2,417	–	–	0.03%	216
2025 Q3	$433K	Hold	2,417	–	–	0.03%	179
2025 Q2	$390K	Hold	2,417	–	–	0.03%	190
2025 Q1	$411K	Hold	2,417	–	–	0.03%	180
2024 Q4	$402K	Buy	2,417 +7	+0.3%	+$1.2K	0.04%	154
2024 Q3	$414K	Buy	+2,410	New	+$399K	0.05%	140

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Diversified Enterprises's FBT Position: Q2 2026 in Review

Diversified Enterprises held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 2,417 shares worth $599K. The position accounts for 0.03% of the portfolio, ranked #224.

Diversified Enterprises first reported a position in FBT in Q3 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Diversified Enterprises held 2,417 shares of First Trust NYSE Arca Biotechnology Index Fund worth $599K as of Q2 2026.
Diversified Enterprises left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #224 holding.
Diversified Enterprises first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.