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

Maia Wealth’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	$644K	Sell	2,598 -314	-11%	-$67.6K	0.09%	185
2026 Q1	$585K	Sell	2,912 -116	-4%	-$24K	0.1%	196
2025 Q4	$621K	Sell	3,028 -187	-6%	-$37.4K	0.11%	193
2025 Q3	$632K	Sell	3,215 -654	-17%	-$111K	0.11%	184
2025 Q2	$624K	Sell	3,869 -215	-5%	-$34.2K	0.12%	172
2025 Q1	$636K	Sell	4,084 -572	-12%	-$99.3K	0.14%	153
2024 Q4	$835K	Sell	4,656 -69	-1%	-$11.8K	0.18%	115
2024 Q3	$795K	Buy	4,725 +60	+1%	+$9.93K	0.2%	108
2024 Q2	$746K	Buy	+4,665	New	+$700K	0.22%	94
2023 Q4	$596K	Buy	+3,770	New	+$542K	0.24%	82

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

Maia Wealth's FBT Position: Q2 2026 in Review

Maia Wealth reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 11% in Q2 2026, selling an estimated $67.6K and leaving 2,598 shares worth $644K. The position accounts for 0.09% of the portfolio, ranked #185.

Maia Wealth first reported a position in FBT in Q4 2023 and has held it in 10 quarters since. The position peaked at $835K in Q4 2024. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Maia Wealth held 2,598 shares of First Trust NYSE Arca Biotechnology Index Fund worth $644K as of Q2 2026.
Maia Wealth sold 314 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $67.6K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #185 holding.
Maia Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $835K in Q4 2024.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

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