Measured Wealth Private Client Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Measured Wealth Private Client Group’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	$22.8K	Hold	92	–	–	0.01%	462
2026 Q1	$18.5K	Sell	92 -97	-51%	-$20.1K	0.01%	494
2025 Q4	$39K	Sell	189 -151	-44%	-$30.2K	0.01%	345
2025 Q3	$61K	Buy	+340	New	+$57.9K	0.02%	281
2023 Q4	–	Sell	-1,406	Closed	-$206K	–	184
2023 Q3	$206K	Sell	1,406 -2,324	-62%	-$354K	0.08%	162
2023 Q2	$571K	Sell	3,730 -9,513	-72%	-$1.48M	0.22%	75
2023 Q1	$2.05M	Buy	13,243 +2,226	+20%	+$350K	0.79%	20
2022 Q4	$1.7M	Buy	+11,017	New	+$1.63M	0.7%	21
2018 Q4	–	Sell	-187	Closed	-$30K	–	295
2018 Q3	$30K	Buy	+187	New	+$28.3K	0.02%	450

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

Measured Wealth Private Client Group's FBT Position: Q2 2026 in Review

Measured Wealth Private Client Group held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 92 shares worth $22.8K. The position accounts for 0.01% of the portfolio, ranked #462.

Measured Wealth Private Client Group first reported a position in FBT in Q3 2018 and has held it in 9 quarters since. The position peaked at $2.05M in Q1 2023. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Measured Wealth Private Client Group held 92 shares of First Trust NYSE Arca Biotechnology Index Fund worth $22.8K as of Q2 2026.
Measured Wealth Private Client Group left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #462 holding.
Measured Wealth Private Client Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.05M in Q1 2023.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.