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

Meridian 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	$702K	Hold	3,498	–	–	0.02%	426
2025 Q4	$722K	Sell	3,498 -54	-2%	-$10.8K	0.03%	412
2025 Q3	$637K	Buy	3,552 +54	+2%	+$9.2K	0.02%	424
2025 Q2	$564K	Hold	3,498	–	–	0.02%	417
2025 Q1	$595K	Hold	3,498	–	–	0.03%	379
2024 Q4	$581K	Hold	3,498	–	–	0.03%	380
2024 Q3	$601K	Buy	+3,498	New	+$579K	0.03%	378
2024 Q1	–	Sell	-3,498	Closed	-$553K	–	300
2023 Q4	$553K	Sell	3,498 -552	-14%	-$79.3K	0.04%	364
2023 Q3	$593K	Hold	4,050	–	–	0.04%	330
2023 Q2	$620K	Hold	4,050	–	–	0.05%	286
2023 Q1	$628K	Hold	4,050	–	–	0.05%	286
2022 Q4	$624K	Hold	4,050	–	–	0.06%	267
2022 Q3	$535K	Sell	4,050 -282	-7%	-$39.6K	0.06%	264
2022 Q2	$587K	Hold	4,332	–	–	0.05%	321
2022 Q1	$646K	Sell	4,332 -200	-4%	-$29.6K	0.07%	201
2021 Q4	$734K	Hold	4,532	–	–	0.08%	196
2021 Q3	$752K	Buy	4,532 +138	+3%	+$23.6K	0.09%	178
2021 Q2	$758K	Buy	4,394 +62	+1%	+$10.2K	0.1%	175
2021 Q1	$695K	Hold	4,332	–	–	0.1%	173
2020 Q4	$727K	Buy	+4,332	New	+$703K	0.12%	147
2019 Q3	–	Sell	-260	Closed	-$367	–	281
2019 Q2	$367	Buy	+260	New	+$35.9K	0.01%	421

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Meridian Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 3,498 shares worth $702K. The position accounts for 0.02% of the portfolio, ranked #426.

Meridian Wealth Management first reported a position in FBT in Q2 2019 and has held it in 21 quarters since. The position peaked at $758K in Q2 2021. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Meridian Wealth Management held 3,498 shares of First Trust NYSE Arca Biotechnology Index Fund worth $702K as of Q1 2026.
Meridian Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #426 holding.
Meridian Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and has held it in 21 quarters since.
Meridian Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $758K in Q2 2021.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.