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

IHT 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 Q1	$389K	Buy	1,937 +664	+52%	+$137K	0.01%	922
2025 Q4	$263K	Sell	1,273 -50	-4%	-$9.99K	0.01%	1012
2025 Q3	$237K	Sell	1,323 -25	-2%	-$4.26K	0.01%	1045
2025 Q2	$217K	Hold	1,348	–	–	0.01%	1050
2025 Q1	$229K	Buy	1,348 +10	+0.7%	+$1.74K	0.01%	965
2024 Q4	$222K	Buy	1,338 +87	+7%	+$14.9K	0.01%	980
2024 Q3	$215K	Buy	+1,251	New	+$207K	0.01%	1063
2024 Q2	–	Sell	-1,301	Closed	-$200K	–	1040
2024 Q1	$200K	Sell	1,301 -3,484	-73%	-$531K	0.01%	950
2023 Q4	$756K	Hold	4,785	–	–	0.03%	470
2023 Q3	$700K	Hold	4,785	–	–	0.04%	450
2023 Q2	$733K	Sell	4,785 -6	-0.1%	-$936	0.04%	420
2023 Q1	$743K	Sell	4,791 -5	-0.1%	-$785	0.04%	383
2022 Q4	$739K	Buy	4,796 +36	+0.8%	+$5.31K	0.05%	371
2022 Q3	$628K	Buy	+4,760	New	+$668K	0.05%	391
2022 Q2	–	Sell	-1,397	Closed	-$208K	–	755
2022 Q1	$208K	Buy	+1,397	New	+$207K	0.02%	700
2021 Q2	–	Sell	-2,166	Closed	-$348K	–	954
2021 Q1	$348K	Buy	+2,166	New	+$371K	0.03%	580
2018 Q2	–	Sell	-257	Closed	-$32K	–	734
2018 Q1	$32K	Buy	+257	New	+$35.1K	0.01%	818
2017 Q4	–	Sell	-215	Closed	-$27K	–	1715
2017 Q3	$27K	Buy	+215	New	+$25.4K	0.01%	676
2017 Q1	–	Sell	-390	Closed	-$36K	–	1280
2016 Q4	$36K	Buy	+390	New	+$36.5K	0.03%	461

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

IHT Wealth Management's FBT Position: Q1 2026 in Review

IHT Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 52% in Q1 2026, buying an estimated $137K and bringing the position to 1,937 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #922.

IHT Wealth Management first reported a position in FBT in Q4 2016 and has held it in 19 quarters since. The position peaked at $756K in Q4 2023. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

IHT Wealth Management held 1,937 shares of First Trust NYSE Arca Biotechnology Index Fund worth $389K as of Q1 2026.
IHT Wealth Management bought 664 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $137K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #922 holding.
IHT Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2016 and has held it in 19 quarters since.
IHT Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $756K in Q4 2023.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.