Moneta Group Investment Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Moneta Group Investment 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 Q1	$245K	Buy	1,218 +9	+0.7%	+$1.86K	﹤0.01%	701
2025 Q4	$250K	Hold	1,209	–	–	﹤0.01%	692
2025 Q3	$217K	Buy	+1,209	New	+$206K	﹤0.01%	726
2025 Q2	–	Sell	-1,209	Closed	-$206K	–	712
2025 Q1	$206K	Hold	1,209	–	–	﹤0.01%	629
2024 Q4	$201K	Sell	1,209 -900	-43%	-$154K	﹤0.01%	638
2024 Q3	$363K	Hold	2,109	–	–	0.01%	479
2024 Q2	$325K	Hold	2,109	–	–	0.01%	466
2024 Q1	$324K	Hold	2,109	–	–	0.01%	463
2023 Q4	$333K	Buy	+2,109	New	+$303K	0.01%	423

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

Moneta Group Investment Advisors's FBT Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.74% in Q1 2026, buying an estimated $1.86K and bringing the position to 1,218 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Moneta Group Investment Advisors first reported a position in FBT in Q4 2023 and has held it in 9 quarters since. The position peaked at $363K in Q3 2024. 308 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Moneta Group Investment Advisors held 1,218 shares of First Trust NYSE Arca Biotechnology Index Fund worth $245K as of Q1 2026.
Moneta Group Investment Advisors bought 9 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $1.86K.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #701 holding.
Moneta Group Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 9 quarters since.
Moneta Group Investment Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $363K in Q3 2024.
308 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.