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 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	$1.75M	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

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

MinichMacGregor Wealth Management's FBT Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 8.5% in Q2 2026, selling an estimated $63.1K and leaving 3,151 shares worth $781K. The position accounts for 0.12% of the portfolio, ranked #63.

MinichMacGregor Wealth Management first reported a position in FBT in Q4 2015 and has held it in 17 quarters since. The position peaked at $2.35M in Q3 2018. 72 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

MinichMacGregor Wealth Management held 3,151 shares of First Trust NYSE Arca Biotechnology Index Fund worth $781K as of Q2 2026.
MinichMacGregor Wealth Management sold 293 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $63.1K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.12% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #63 holding.
MinichMacGregor Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2015 and has held it in 17 quarters since.
MinichMacGregor Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.35M in Q3 2018.
72 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.