LWM
FBT icon

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

Lifetime 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 		$254K Hold
1,026
– – 0.15% 78
2026
Q1 		$206K Hold
1,026
– – 0.12% 81
2025
Q4 		$212K Buy
+1,026
New +$205K 0.13% 83

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

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

Lifetime Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 1,026 shares worth $254K. The position accounts for 0.15% of the portfolio, ranked #78.

Lifetime Wealth Management first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Lifetime Wealth Management held 1,026 shares of First Trust NYSE Arca Biotechnology Index Fund worth $254K as of Q2 2026.
  • Lifetime Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.15% of Lifetime Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Lifetime Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.