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

Iams 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 		$1.2M Buy
4,850
+59
+1% +$12.7K 0.36% 85
2026
Q1 		$962K Buy
4,791
+144
+3% +$29.8K 0.34% 91
2025
Q4 		$960K Sell
4,647
-1,081
-19% -$216K 0.35% 90
2025
Q3 		$1.03M Sell
5,728
-169
-3% -$28.8K 0.41% 74
2025
Q2 		$951K Buy
5,897
+596
+11% +$94.9K 0.44% 69
2025
Q1 		$902K Buy
5,301
+223
+4% +$38.7K 0.41% 74
2024
Q4 		$844K Buy
5,078
+432
+9% +$73.8K 0.39% 73
2024
Q3 		$799K Buy
+4,646
New +$769K 0.39% 74

Other funds holding FBT

JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Iams Wealth Management's FBT Position: Q2 2026 in Review

Iams Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 4,850 shares worth $1.2M. The position accounts for 0.36% of the portfolio, ranked #85.

Iams Wealth Management first reported a position in FBT in Q3 2024 and has held it in 8 quarters since. 51 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Iams Wealth Management held 4,850 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.2M as of Q2 2026.
  • Iams Wealth Management bought 59 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $12.7K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.36% of Iams Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Iams Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2024 and has held it in 8 quarters since.
  • 51 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.