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

Financial Perspectives’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	$29.7K	Hold	148	–	–	0.01%	389
2025 Q4	$30.6K	Hold	148	–	–	0.01%	379
2025 Q3	$26.5K	Hold	148	–	–	0.01%	396
2025 Q2	$23.9K	Hold	148	–	–	0.01%	397
2025 Q1	$25.2K	Hold	148	–	–	0.01%	379
2024 Q4	$24.6K	Hold	148	–	–	0.01%	384
2024 Q3	$25.4K	Hold	148	–	–	0.01%	359
2024 Q2	$22.8K	Hold	148	–	–	0.01%	365
2024 Q1	$22.8K	Hold	148	–	–	0.01%	363
2023 Q4	$23.4K	Hold	148	–	–	0.01%	363
2023 Q3	$21.7K	Hold	148	–	–	0.01%	349
2023 Q2	$22.7K	Hold	148	–	–	0.01%	348
2023 Q1	$22.9K	Hold	148	–	–	0.01%	342
2022 Q4	$22.8K	Hold	148	–	–	0.01%	334
2022 Q3	$19.5K	Hold	148	–	–	0.01%	349
2022 Q2	$20.1K	Hold	148	–	–	0.01%	349
2022 Q1	$22.1K	Hold	148	–	–	0.01%	354
2021 Q4	$24K	Hold	148	–	–	0.01%	333
2021 Q3	$24.6K	Hold	148	–	–	0.01%	330
2021 Q2	$25.5K	Buy	+148	New	+$24.4K	0.01%	349

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

Financial Perspectives's FBT Position: Q1 2026 in Review

Financial Perspectives held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 148 shares worth $29.7K. The position accounts for 0.01% of the portfolio, ranked #389.

Financial Perspectives first reported a position in FBT in Q2 2021 and has held it in 20 quarters since. The position peaked at $30.6K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Financial Perspectives held 148 shares of First Trust NYSE Arca Biotechnology Index Fund worth $29.7K as of Q1 2026.
Financial Perspectives left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Financial Perspectives's portfolio in Q1 2026, its #389 holding.
Financial Perspectives first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2021 and has held it in 20 quarters since.
Financial Perspectives's First Trust NYSE Arca Biotechnology Index Fund position peaked at $30.6K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.