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High Point Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

High Point Wealth Management’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 		$31.8K Hold
128
– – 0.03% 165
2026
Q1 		$25.7K Hold
128
– – 0.02% 177
2025
Q4 		$26.5K Buy
+128
New +$25.6K 0.02% 178

Other funds holding FBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

High Point Wealth Management's FBT Position: Q2 2026 in Review

High Point Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 128 shares worth $31.8K. The position accounts for 0.03% of the portfolio, ranked #165.

High Point Wealth Management first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • High Point Wealth Management held 128 shares of First Trust NYSE Arca Biotechnology Index Fund worth $31.8K as of Q2 2026.
  • High Point Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #165 holding.
  • High Point Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.