Dynamic Wealth Strategies’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Dynamic Wealth Strategies’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	$128K	Hold	515	–	–	0.07%	109
2026 Q1	$103K	Hold	515	–	–	0.06%	118
2025 Q4	$106K	Buy	515 +50	+11%	+$9.99K	0.06%	114
2025 Q3	$83.4K	Hold	465	–	–	0.06%	113
2025 Q2	$75K	Hold	465	–	–	0.05%	110
2025 Q1	$79.1K	Buy	+465	New	+$80.8K	0.07%	110
2024 Q4	–	Sell	-318	Closed	-$55K	–	126
2024 Q3	$55K	Hold	318	–	–	0.04%	123
2024 Q2	$49K	Hold	318	–	–	0.04%	123
2024 Q1	$49K	Hold	318	–	–	0.04%	128
2023 Q4	$50.3K	Buy	+318	New	+$45.7K	0.05%	121

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

Dynamic Wealth Strategies's FBT Position: Q2 2026 in Review

Dynamic Wealth Strategies held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 515 shares worth $128K. The position accounts for 0.07% of the portfolio, ranked #109.

Dynamic Wealth Strategies first reported a position in FBT in Q4 2023 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Dynamic Wealth Strategies held 515 shares of First Trust NYSE Arca Biotechnology Index Fund worth $128K as of Q2 2026.
Dynamic Wealth Strategies left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.07% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #109 holding.
Dynamic Wealth Strategies first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 10 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.