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 Q3	$81.7K	Sell	300 -215	-42%	-$55.9K	0.04%	126
2026 Q2	$128K	Hold	515	–	–	0.07%	109
2026 Q1	$103K	Hold	515	–	–	0.06%	118
2025 Q4	$106K	Buy	515 +50	+11%	+$10K	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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Dynamic Wealth Strategies's FBT Position: Q3 2026 in Review

Dynamic Wealth Strategies reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 42% in Q3 2026, selling an estimated $55.9K and leaving 300 shares worth $81.7K. The position accounts for 0.04% of the portfolio, ranked #126.

Dynamic Wealth Strategies first reported a position in FBT in Q4 2023 and has held it in 11 quarters since. The position peaked at $128K in Q2 2026. 82 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

Dynamic Wealth Strategies held 300 shares of First Trust NYSE Arca Biotechnology Index Fund worth $81.7K as of Q3 2026.
Dynamic Wealth Strategies sold 215 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $55.9K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.04% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #126 holding.
Dynamic Wealth Strategies first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 11 quarters since.
Dynamic Wealth Strategies's First Trust NYSE Arca Biotechnology Index Fund position peaked at $128K in Q2 2026.
82 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

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