Hazlett, Burt & Watson’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Hazlett, Burt & Watson’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	$50K	Hold	201	–	–	0.01%	465
2026 Q1	$40K	Hold	201	–	–	0.01%	483
2025 Q4	$42K	Hold	201	–	–	0.01%	468
2025 Q3	$36K	Buy	201 +101	+101%	+$17.2K	0.01%	470
2025 Q2	$16K	Buy	+100	New	+$15.9K	0.01%	529

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

Hazlett, Burt & Watson's FBT Position: Q2 2026 in Review

Hazlett, Burt & Watson held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 201 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #465.

Hazlett, Burt & Watson first reported a position in FBT in Q2 2025 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Hazlett, Burt & Watson held 201 shares of First Trust NYSE Arca Biotechnology Index Fund worth $50K as of Q2 2026.
Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q2 2026, its #465 holding.
Hazlett, Burt & Watson first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 5 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.