J.W. Cole Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

J.W. Cole Advisors’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	–	Sell	-1,074	Closed	-$222K	–	970
2025 Q4	$222K	Sell	1,074 -57	-5%	-$11.4K	0.01%	1251
2025 Q3	$203K	Buy	+1,131	New	+$193K	﹤0.01%	1434
2025 Q2	–	Sell	-1,193	Closed	-$203K	–	1470
2025 Q1	$203K	Buy	+1,193	New	+$207K	0.01%	1153
2024 Q4	–	Sell	-1,183	Closed	-$203K	–	973
2024 Q3	$203K	Buy	+1,183	New	+$196K	0.01%	903
2024 Q1	–	Sell	-1,310	Closed	-$207K	–	892
2023 Q4	$207K	Buy	+1,310	New	+$188K	0.01%	754
2021 Q2	–	Sell	-1,541	Closed	-$247K	–	746
2021 Q1	$247K	Buy	+1,541	New	+$264K	0.02%	574

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

J.W. Cole Advisors's FBT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 1,074 shares — an estimated $222K sold.

J.W. Cole Advisors first reported a position in FBT in Q1 2021 and held it in 6 quarters. The position peaked at $247K in Q1 2021. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

J.W. Cole Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 1,074 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $222K.
J.W. Cole Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2021 and held it in 6 quarters.
J.W. Cole Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $247K in Q1 2021.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.