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Merkkuri Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Merkkuri Wealth Advisors’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 		– Sell
-17
Closed -$3.36K – 160
2026
Q1 		$3.36K Buy
+17
New +$3.52K ﹤0.01% 287

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Merkkuri Wealth Advisors's FBT Position: Q2 2026 in Review

Merkkuri Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026, closing a stake of 17 shares — an estimated $3.36K sold.

Merkkuri Wealth Advisors first reported a position in FBT in Q1 2026 and held it in 1 quarter. The position peaked at $3.36K in Q1 2026. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 17 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $3.36K.
  • Merkkuri Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.36K in Q1 2026.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.