Holistic Financial Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Holistic Financial Partners’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	$3.86M	Buy	19,219 +512	+3%	+$106K	1.43%	17
2025 Q4	$3.86M	Buy	18,707 +308	+2%	+$61.5K	1.4%	16
2025 Q3	$3.3M	Buy	18,399 +477	+3%	+$81.2K	1.35%	18
2025 Q2	$2.89M	Buy	17,922 +12,131	+209%	+$1.93M	1.27%	20
2025 Q1	$985K	Buy	5,791 +3,331	+135%	+$579K	0.47%	29
2024 Q4	$409K	Buy	+2,460	New	+$420K	0.2%	63

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

Holistic Financial Partners's FBT Position: Q1 2026 in Review

Holistic Financial Partners increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 2.7% in Q1 2026, buying an estimated $106K and bringing the position to 19,219 shares worth $3.86M. The position accounts for 1.43% of the portfolio, ranked #17.

Holistic Financial Partners first reported a position in FBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.86M in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Holistic Financial Partners held 19,219 shares of First Trust NYSE Arca Biotechnology Index Fund worth $3.86M as of Q1 2026.
Holistic Financial Partners bought 512 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $106K.
First Trust NYSE Arca Biotechnology Index Fund made up 1.43% of Holistic Financial Partners's portfolio in Q1 2026, its #17 holding.
Holistic Financial Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 6 quarters since.
Holistic Financial Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.86M in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.