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

MinichMacGregor 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	$904K	Buy	3,321 +170	+5%	+$44.2K	0.15%	62
2026 Q2	$781K	Sell	3,151 -293	-9%	-$63.1K	0.12%	63
2026 Q1	$692K	Buy	+3,444	New	+$712K	0.12%	59
2023 Q1	–	Sell	-19	Closed	-$2.93K	–	264
2022 Q4	$2.93K	Buy	+19	New	+$2.8K	﹤0.01%	540
2019 Q3	–	Sell	-13,860	Closed	-$1.96M	–	52
2019 Q2	$1.96M	Buy	13,860 +2,245	+19%	+$310K	1.37%	23
2019 Q1	$1.76M	Buy	+11,615	New	+$1.67M	1.32%	23
2018 Q4	–	Sell	-14,938	Closed	-$2.35M	–	218
2018 Q3	$2.35M	Buy	14,938 +14,663	+5,332%	+$2.22M	1.55%	22
2018 Q2	$38K	Hold	275	–	–	0.03%	128
2018 Q1	$36K	Buy	275 +20	+8%	+$2.73K	0.03%	136
2017 Q4	$31K	Hold	255	–	–	0.02%	146
2017 Q3	$31K	Hold	255	–	–	0.03%	142
2017 Q2	$29K	Hold	255	–	–	0.03%	143
2017 Q1	$26K	Sell	255 -20,218	-99%	-$2.03M	0.02%	152
2016 Q4	$23K	Buy	20,473 +20,218	+7,929%	+$1.89M	0.02%	158
2016 Q3	$25K	Sell	255 -13,276	-98%	-$1.3M	0.02%	165
2016 Q2	$979K	Buy	13,531 +13,496	+38,560%	+$1.24M	0.92%	18
2016 Q1	$3K	Sell	35 -10,384	-100%	-$915K	﹤0.01%	338
2015 Q4	$1.29M	Buy	+10,419	New	+$1.12M	1.2%	18

Other funds holding FBT

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

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

MinichMacGregor Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 5.4% in Q3 2026, buying an estimated $44.2K and bringing the position to 3,321 shares worth $904K. The position accounts for 0.15% of the portfolio, ranked #62.

MinichMacGregor Wealth Management first reported a position in FBT in Q4 2015 and has held it in 18 quarters since. The position peaked at $2.35M in Q3 2018. 85 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

MinichMacGregor Wealth Management held 3,321 shares of First Trust NYSE Arca Biotechnology Index Fund worth $904K as of Q3 2026.
MinichMacGregor Wealth Management bought 170 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $44.2K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.15% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #62 holding.
MinichMacGregor Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2015 and has held it in 18 quarters since.
MinichMacGregor Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.35M in Q3 2018.
85 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.