Plante Moran Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Plante Moran 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	–	Sell	-37	Closed	-$7.64K	–	772
2025 Q4	$7.64K	Hold	37	–	–	﹤0.01%	597
2025 Q3	$6.63K	Hold	37	–	–	﹤0.01%	590
2025 Q2	$5.97K	Hold	37	–	–	﹤0.01%	620
2025 Q1	$6.29K	Hold	37	–	–	﹤0.01%	626
2024 Q4	$6.15K	Hold	37	–	–	﹤0.01%	656
2024 Q3	$6.36K	Hold	37	–	–	﹤0.01%	654
2024 Q2	$5.7K	Hold	37	–	–	﹤0.01%	641
2024 Q1	$5.69K	Hold	37	–	–	﹤0.01%	680
2023 Q4	$5.85K	Hold	37	–	–	﹤0.01%	631
2023 Q3	$5.42K	Hold	37	–	–	﹤0.01%	596
2023 Q2	$5.67K	Hold	37	–	–	﹤0.01%	623
2023 Q1	$5.74K	Hold	37	–	–	﹤0.01%	635
2022 Q4	$5.7K	Buy	+37	New	+$5.46K	﹤0.01%	658
2019 Q1	–	Sell	-20	Closed	-$2K	–	825
2018 Q4	$2K	Buy	+20	New	+$2.73K	﹤0.01%	708
2016 Q2	–	Sell	-64	Closed	-$6K	–	911
2016 Q1	$6K	Buy	+64	New	+$5.64K	﹤0.01%	550

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Plante Moran Financial Advisors's FBT Position: Q1 2026 in Review

Plante Moran Financial Advisors sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 37 shares — an estimated $7.64K sold.

Plante Moran Financial Advisors first reported a position in FBT in Q1 2016 and held it in 15 quarters. The position peaked at $7.64K in Q4 2025. 308 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Plante Moran Financial Advisors reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
Plante Moran Financial Advisors sold 37 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $7.64K.
Plante Moran Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2016 and held it in 15 quarters.
Plante Moran Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $7.64K in Q4 2025.
308 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.