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

Institute for 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	$181K	Buy	+730	New	+$157K	0.02%	539
2020 Q3	–	Sell	-1,195	Closed	-$200K	–	427
2020 Q2	$200K	Buy	+1,195	New	+$188K	0.05%	399
2019 Q2	–	Sell	-1,674	Closed	-$253K	–	477
2019 Q1	$253K	Buy	+1,674	New	+$241K	0.06%	366

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Institute for Wealth Management's FBT Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 730 shares worth $181K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in FBT as recently as Q2 2020.

Institute for Wealth Management first reported a position in FBT in Q1 2019 and has held it in 3 quarters since. The position peaked at $253K in Q1 2019. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Institute for Wealth Management held 730 shares of First Trust NYSE Arca Biotechnology Index Fund worth $181K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Institute for Wealth Management position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #539 holding.
Institute for Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and has held it in 3 quarters since.
Institute for Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $253K in Q1 2019.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.