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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
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return