Harbor Asset Planning’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Harbor Asset Planning’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	$19K	Hold	77	–	–	0.01%	310
2026 Q1	$15.4K	Hold	77	–	–	0.01%	314
2025 Q4	$15.8K	Hold	77	–	–	0.01%	315
2025 Q3	$13.7K	Hold	77	–	–	0.01%	303
2025 Q2	$12.3K	Buy	+77	New	+$12.3K	0.01%	302

Other funds holding FBT

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HFM

Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HFP

Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Harbor Asset Planning's FBT Position: Q2 2026 in Review

Harbor Asset Planning held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 77 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #310.

Harbor Asset Planning first reported a position in FBT in Q2 2025 and has held it in 5 quarters since. 92 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Harbor Asset Planning held 77 shares of First Trust NYSE Arca Biotechnology Index Fund worth $19K as of Q2 2026.
Harbor Asset Planning left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #310 holding.
Harbor Asset Planning first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 5 quarters since.
92 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.