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Pacific Excel Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Pacific Excel Wealth 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
Q2 		– Sell
-6,429
Closed -$1.29M – 246
2026
Q1 		$1.29M Buy
6,429
+3,294
+105% +$681K 1.36% 20
2025
Q4 		$647K Buy
+3,135
New +$626K 1.22% 32

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

Pacific Excel Wealth Advisors's FBT Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026, closing a stake of 6,429 shares — an estimated $1.29M sold.

Pacific Excel Wealth Advisors first reported a position in FBT in Q4 2025 and held it in 2 quarters. The position peaked at $1.29M in Q1 2026. 338 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 6,429 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $1.29M.
  • Pacific Excel Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.29M in Q1 2026.
  • 338 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.