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

Maridea 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
Q1 		– Sell
-1,107
Closed -$229K – 474
2025
Q4 		$229K Sell
1,107
-16
-1% -$3.2K 0.03% 372
2025
Q3 		$213K Buy
+1,123
New +$191K 0.03% 397

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B 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 $1.79B AUM 15.72% 1-Year Est. Return

Maridea Wealth Management's FBT Position: Q1 2026 in Review

Maridea Wealth Management sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 1,107 shares — an estimated $229K sold.

Maridea Wealth Management first reported a position in FBT in Q3 2025 and held it in 2 quarters. The position peaked at $229K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Maridea Wealth Management reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 1,107 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $229K.
  • Maridea Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2025 and held it in 2 quarters.
  • Maridea Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $229K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.