Forefront Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Forefront Wealth Partners’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	$979K	Sell	3,951 -941	-19%	-$203K	0.3%	79
2026 Q1	$982K	Sell	4,892 -1,220	-20%	-$252K	0.41%	58
2025 Q4	$1.26M	Buy	6,112 +987	+19%	+$197K	0.6%	45
2025 Q3	$919K	Buy	5,125 +2,010	+65%	+$342K	0.23%	86
2025 Q2	$507K	Buy	+3,115	New	+$496K	0.35%	58

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

Forefront Wealth Partners's FBT Position: Q2 2026 in Review

Forefront Wealth Partners reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 19% in Q2 2026, selling an estimated $203K and leaving 3,951 shares worth $979K. The position accounts for 0.3% of the portfolio, ranked #79.

Forefront Wealth Partners first reported a position in FBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2025. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Forefront Wealth Partners held 3,951 shares of First Trust NYSE Arca Biotechnology Index Fund worth $979K as of Q2 2026.
Forefront Wealth Partners sold 941 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $203K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.3% of Forefront Wealth Partners's portfolio in Q2 2026, its #79 holding.
Forefront Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 5 quarters since.
Forefront Wealth Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.26M in Q4 2025.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.