Meridian Wealth Management
FBT icon

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
Q3 		$952K Hold
3,498
– – 0.03% 392
2026
Q2 		$867K Hold
3,498
– – 0.03% 411
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 -$36.7K – 281
2019
Q2 		$36.7K Buy
+260
New +$35.9K 0.01% 421

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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Meridian Wealth Management's FBT Position: Q3 2026 in Review

Meridian Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 3,498 shares worth $952K. The position accounts for 0.03% of the portfolio, ranked #392.

Meridian Wealth Management first reported a position in FBT in Q2 2019 and has held it in 23 quarters since. 311 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Meridian Wealth Management held 3,498 shares of First Trust NYSE Arca Biotechnology Index Fund worth $952K as of Q3 2026.
  • Meridian Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Meridian Wealth Management's portfolio in Q3 2026, its #392 holding.
  • Meridian Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and has held it in 23 quarters since.
  • 311 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.