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

RMG Wealth Management’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 Q3	$80.8K	Hold	298	–	–	0.01%	135
2026 Q2	$77.2K	Buy	298 +40	+16%	+$8.62K	0.01%	140
2026 Q1	$54K	Buy	+258	New	+$53.4K	0.01%	160
2025 Q4	–	Sell	-486	Closed	-$91.6K	–	430
2025 Q3	$91.6K	Hold	486	–	–	0.01%	97
2025 Q2	$79.6K	Buy	+486	New	+$77.4K	0.01%	100

Other funds holding FBT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

RMG Wealth Management's FBT Position: Q3 2026 in Review

RMG Wealth Management held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 298 shares worth $80.8K. The position accounts for 0.01% of the portfolio, ranked #135.

RMG Wealth Management first reported a position in FBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $91.6K in Q3 2025. 203 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

RMG Wealth Management held 298 shares of First Trust NYSE Arca Biotechnology Index Fund worth $80.8K as of Q3 2026.
RMG Wealth Management left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of RMG Wealth Management's portfolio in Q3 2026, its #135 holding.
RMG Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 5 quarters since.
RMG Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $91.6K in Q3 2025.
203 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.