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 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

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

RMG Wealth Management's FBT Position: Q2 2026 in Review

RMG Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 16% in Q2 2026, buying an estimated $8.62K and bringing the position to 298 shares worth $77.2K. The position accounts for 0.01% of the portfolio, ranked #140.

RMG Wealth Management first reported a position in FBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $91.6K in Q3 2025. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

RMG Wealth Management held 298 shares of First Trust NYSE Arca Biotechnology Index Fund worth $77.2K as of Q2 2026.
RMG Wealth Management bought 40 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $8.62K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of RMG Wealth Management's portfolio in Q2 2026, its #140 holding.
RMG Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 4 quarters since.
RMG Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $91.6K in Q3 2025.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.