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New England Capital Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

New England Capital Financial 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 		$19.4K Hold
97
– – 0.01% 198
2025
Q4 		$20K Hold
97
– – 0.01% 196
2025
Q3 		$17.3K Hold
97
– – 0.01% 203
2025
Q2 		$15.6K Hold
97
– – 0.01% 203
2025
Q1 		$16.4K Hold
97
– – 0.01% 197
2024
Q4 		$16.1K Buy
97
+1
+1% +$171 0.01% 198
2024
Q3 		$16.5K Hold
96
– – 0.01% 197
2024
Q2 		$14.8K Hold
96
– – 0.01% 206
2024
Q1 		$14.8K Hold
96
– – 0.01% 200
2023
Q4 		$15.2K Hold
96
– – 0.01% 204
2023
Q3 		$14.1K Hold
96
– – 0.01% 202
2023
Q2 		$14.7K Hold
96
– – 0.01% 192
2023
Q1 		$14.9K Hold
96
– – 0.01% 210
2022
Q4 		$15.5K Buy
+96
New +$14.2K 0.01% 211

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
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

New England Capital Financial Advisors's FBT Position: Q1 2026 in Review

New England Capital Financial Advisors held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 97 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #198.

New England Capital Financial Advisors first reported a position in FBT in Q4 2022 and has held it in 14 quarters since. The position peaked at $20K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • New England Capital Financial Advisors held 97 shares of First Trust NYSE Arca Biotechnology Index Fund worth $19.4K as of Q1 2026.
  • New England Capital Financial Advisors left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of New England Capital Financial Advisors's portfolio in Q1 2026, its #198 holding.
  • New England Capital Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2022 and has held it in 14 quarters since.
  • New England Capital Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $20K in Q4 2025.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on New England Capital Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.