Global Retirement Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Global Retirement 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	$167K	Buy	+675	New	+$145K	﹤0.01%	1690
2025 Q4	–	Sell	-1,918	Closed	-$344K	–	4298
2025 Q3	$344K	Sell	1,918 -190	-9%	-$32.4K	0.01%	922
2025 Q2	$340K	Buy	+2,108	New	+$336K	0.01%	867
2024 Q4	$388K	Buy	2,333 +1,081	+86%	+$185K	0.01%	717
2024 Q3	$215K	Sell	1,252 -226	-15%	-$37.4K	0.01%	888
2024 Q2	$228K	Buy	1,478 +22	+2%	+$3.3K	0.01%	839
2024 Q1	$224K	Sell	1,456 -77	-5%	-$11.7K	0.01%	754
2023 Q4	$234K	Buy	1,533 +190	+14%	+$27.3K	0.01%	696
2023 Q3	$194K	Buy	1,343 +354	+36%	+$53.9K	0.01%	678
2023 Q2	$151K	Buy	989 +513	+108%	+$80K	0.01%	796
2023 Q1	$72.5K	Sell	476 -52	-10%	-$8.17K	﹤0.01%	1054
2022 Q4	$81.4K	Sell	528 -48	-8%	-$7.08K	0.01%	884
2022 Q3	$83K	Buy	576 +233	+68%	+$32.7K	0.01%	843
2022 Q2	$46K	Sell	343 -4	-1%	-$551	﹤0.01%	1027
2022 Q1	$46K	Buy	+347	New	+$51.3K	﹤0.01%	1021
2021 Q4	–	Sell	-278	Closed	-$46K	–	725
2021 Q3	$46K	Sell	278 -435	-61%	-$74.3K	﹤0.01%	885
2021 Q2	$123K	Buy	713 +42	+6%	+$6.94K	0.01%	580
2021 Q1	$108K	Sell	671 -1,204	-64%	-$206K	0.01%	551
2020 Q4	$315K	Hold	1,875	–	–	0.04%	310
2020 Q3	$295K	Buy	1,875 +131	+8%	+$21.4K	0.04%	298
2020 Q2	$293K	Buy	1,744 +15	+0.9%	+$2.35K	0.05%	297
2020 Q1	$227K	Sell	1,729 -100	-5%	-$14.2K	0.04%	299
2019 Q4	$272K	Hold	1,829	–	–	0.04%	324
2019 Q3	$226K	Buy	1,829 +50	+3%	+$6.66K	0.04%	343
2019 Q2	$251K	Buy	+1,779	New	+$246K	0.05%	303
2019 Q1	–	Sell	-24	Closed	-$3K	–	1529
2018 Q4	$3K	Buy	+24	New	+$3.28K	﹤0.01%	1268

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

Global Retirement Partners's FBT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 675 shares worth $167K. The stake represents ﹤0.01% of the portfolio and ranks #1690 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FBT as recently as Q3 2025.

Global Retirement Partners first reported a position in FBT in Q4 2018 and has held it in 26 quarters since. The position peaked at $388K in Q4 2024. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Global Retirement Partners held 675 shares of First Trust NYSE Arca Biotechnology Index Fund worth $167K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Global Retirement Partners position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1690 holding.
Global Retirement Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 26 quarters since.
Global Retirement Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $388K in Q4 2024.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.