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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
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Hazlett, Burt & Watson's FBT Position: Q1 2026 in Review

Hazlett, Burt & Watson held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 201 shares worth $40K. The position accounts for 0.01% of the portfolio, ranked #483.

Hazlett, Burt & Watson first reported a position in FBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $42K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Hazlett, Burt & Watson held 201 shares of First Trust NYSE Arca Biotechnology Index Fund worth $40K as of Q1 2026.
  • Hazlett, Burt & Watson left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #483 holding.
  • Hazlett, Burt & Watson first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 4 quarters since.
  • Hazlett, Burt & Watson's First Trust NYSE Arca Biotechnology Index Fund position peaked at $42K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.