Hoey Investments’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Hoey Investments’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	$3.01K	Hold	15	–	–	﹤0.01%	317
2025 Q4	$3.1K	Hold	15	–	–	﹤0.01%	326
2025 Q3	$2.69K	Hold	15	–	–	﹤0.01%	326
2025 Q2	$2.42K	Hold	15	–	–	﹤0.01%	330
2025 Q1	$2.55K	Hold	15	–	–	﹤0.01%	292
2024 Q4	$2.49K	Hold	15	–	–	﹤0.01%	283
2024 Q3	$2.31K	Hold	15	–	–	﹤0.01%	300
2024 Q2	$2.31K	Hold	15	–	–	﹤0.01%	300
2024 Q1	$2.31K	Hold	15	–	–	﹤0.01%	293
2023 Q4	$2.37K	Hold	15	–	–	﹤0.01%	293
2023 Q3	$2.2K	Hold	15	–	–	﹤0.01%	297
2023 Q2	$2.3K	Hold	15	–	–	﹤0.01%	292
2023 Q1	$2.33K	Hold	15	–	–	﹤0.01%	294
2022 Q4	$2.31K	Hold	15	–	–	﹤0.01%	257
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	284
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	253
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	222
2021 Q4	$2K	Sell	15 -15	-50%	-$2.43K	﹤0.01%	209
2021 Q3	$5K	Hold	30	–	–	﹤0.01%	192
2021 Q2	$5K	Hold	30	–	–	﹤0.01%	196
2021 Q1	$5K	Hold	30	–	–	﹤0.01%	199
2020 Q4	$5K	Buy	+30	New	+$4.87K	﹤0.01%	159
2020 Q3	–	Sell	-500	Closed	-$84K	–	140
2020 Q2	$84K	Hold	500	–	–	0.04%	58
2020 Q1	$66K	Hold	500	–	–	0.05%	46
2019 Q4	$74K	Buy	+500	New	+$68.7K	0.05%	78

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Hoey Investments's FBT Position: Q1 2026 in Review

Hoey Investments held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 15 shares worth $3.01K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Hoey Investments first reported a position in FBT in Q4 2019 and has held it in 25 quarters since. The position peaked at $84K in Q2 2020. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Hoey Investments held 15 shares of First Trust NYSE Arca Biotechnology Index Fund worth $3.01K as of Q1 2026.
Hoey Investments 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 Hoey Investments's portfolio in Q1 2026, its #317 holding.
Hoey Investments first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 25 quarters since.
Hoey Investments's First Trust NYSE Arca Biotechnology Index Fund position peaked at $84K in Q2 2020.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.