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

&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	$19.1M	Sell	77,150 -1,263	-2%	-$272K	0.08%	229
2026 Q1	$15.7M	Buy	78,413 +71,983	+1,119%	+$14.9M	0.08%	241
2025 Q4	$1.32M	Sell	6,430 -178	-3%	-$35.6K	0.01%	1075
2025 Q3	$1.18M	Sell	6,608 -159	-2%	-$27.1K	0.01%	1006
2025 Q2	$1.09M	Buy	6,767 +3,930	+139%	+$626K	0.01%	942
2025 Q1	$468K	Buy	2,837 +50	+2%	+$8.68K	0.01%	1164
2024 Q4	$468K	Sell	2,787 -2,118	-43%	-$362K	0.01%	1100
2024 Q3	$843K	Buy	+4,905	New	+$812K	0.02%	634

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

&Partners's FBT Position: Q2 2026 in Review

&Partners reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.6% in Q2 2026, selling an estimated $272K and leaving 77,150 shares worth $19.1M. The position accounts for 0.08% of the portfolio, ranked #229.

&Partners first reported a position in FBT in Q3 2024 and has held it in 8 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

&Partners held 77,150 shares of First Trust NYSE Arca Biotechnology Index Fund worth $19.1M as of Q2 2026.
&Partners sold 1,263 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $272K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.08% of &Partners's portfolio in Q2 2026, its #229 holding.
&Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2024 and has held it in 8 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.