Harbor Asset Planning
FBT icon

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
Q3 		$20.8K Hold
77
– – 0.02% 307
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Harbor Asset Planning's FBT Position: Q3 2026 in Review

Harbor Asset Planning held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 77 shares worth $20.8K. The position accounts for 0.02% of the portfolio, ranked #307.

Harbor Asset Planning first reported a position in FBT in Q2 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Harbor Asset Planning held 77 shares of First Trust NYSE Arca Biotechnology Index Fund worth $20.8K as of Q3 2026.
  • Harbor Asset Planning left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #307 holding.
  • Harbor Asset Planning first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 6 quarters since.
  • 184 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.