NW
FBT icon

NewEdge Wealth’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

NewEdge Wealth’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 		$1.13M Sell
4,572
-3,869
-46% -$833K 0.01% 633
2026
Q1 		$1.7M Sell
8,441
-17
-0.2% -$3.52K 0.02% 481
2025
Q4 		$1.75M Sell
8,458
-113
-1% -$22.6K 0.02% 490
2025
Q3 		$1.68M Hold
8,571
– – 0.02% 439
2025
Q2 		$1.4M Sell
8,571
-590
-6% -$94K 0.02% 457
2025
Q1 		$1.56M Sell
9,161
-392
-4% -$68.1K 0.03% 399
2024
Q4 		$1.59M Buy
9,553
+3,947
+70% +$674K 0.03% 404
2024
Q3 		$964K Sell
5,606
-20,909
-79% -$3.46M 0.02% 477
2024
Q2 		$2.64M Buy
26,515
+20,650
+352% +$3.1M 0.06% 277
2024
Q1 		$862K Sell
5,865
-184
-3% -$28.1K 0.02% 452
2023
Q4 		$956K Sell
6,049
-1,099
-15% -$158K 0.02% 407
2023
Q3 		$1.05M Buy
7,148
+2,724
+62% +$415K 0.03% 347
2023
Q2 		$677K Buy
+4,424
New +$690K 0.02% 416

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

NewEdge Wealth's FBT Position: Q2 2026 in Review

NewEdge Wealth reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 46% in Q2 2026, selling an estimated $833K and leaving 4,572 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #633.

NewEdge Wealth first reported a position in FBT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.64M in Q2 2024. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • NewEdge Wealth held 4,572 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.13M as of Q2 2026.
  • NewEdge Wealth sold 3,869 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $833K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #633 holding.
  • NewEdge Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and has held it in 13 quarters since.
  • NewEdge Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.64M in Q2 2024.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.