Mowery & Schoenfeld Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Mowery & Schoenfeld 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	$34.2K	Buy	+138	New	+$29.7K	0.05%	160

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

Mowery & Schoenfeld Wealth Management's FBT Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 138 shares worth $34.2K. The stake represents 0.05% of the portfolio and ranks #160 among its holdings.

339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 138 shares of First Trust NYSE Arca Biotechnology Index Fund worth $34.2K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Mowery & Schoenfeld Wealth Management position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.05% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #160 holding.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.