Morey & Quinn Wealth Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Morey & Quinn Wealth Partners’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	$855K	Hold	3,449	–	–	0.55%	50
2026 Q1	$693K	Buy	3,449 +58	+2%	+$12K	0.49%	55
2025 Q4	$700K	Buy	3,391 +73	+2%	+$14.6K	0.5%	53
2025 Q3	$595K	Buy	3,318 +80	+2%	+$13.6K	0.44%	53
2025 Q2	$522K	Sell	3,238 -17	-0.5%	-$2.71K	0.42%	62
2025 Q1	$554K	Buy	3,255 +45	+1%	+$7.82K	0.46%	54
2024 Q4	$533K	Buy	+3,210	New	+$548K	0.45%	54

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Morey & Quinn Wealth Partners's FBT Position: Q2 2026 in Review

Morey & Quinn Wealth Partners held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 3,449 shares worth $855K. The position accounts for 0.55% of the portfolio, ranked #50.

Morey & Quinn Wealth Partners first reported a position in FBT in Q4 2024 and has held it in 7 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Morey & Quinn Wealth Partners held 3,449 shares of First Trust NYSE Arca Biotechnology Index Fund worth $855K as of Q2 2026.
Morey & Quinn Wealth Partners left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.55% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #50 holding.
Morey & Quinn Wealth Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 7 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.