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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
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

RMG Wealth Management's FBT Position: Q1 2026 in Review

RMG Wealth Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 258 shares worth $54K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in FBT as recently as Q3 2025.

RMG Wealth Management first reported a position in FBT in Q2 2025 and has held it in 3 quarters since. The position peaked at $91.6K in Q3 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • RMG Wealth Management held 258 shares of First Trust NYSE Arca Biotechnology Index Fund worth $54K as of Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new RMG Wealth Management position in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of RMG Wealth Management's portfolio in Q1 2026, its #160 holding.
  • RMG Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 3 quarters since.
  • RMG Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $91.6K in Q3 2025.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.