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Sequent Planning’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Sequent Planning’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 		$296K Buy
1,194
+44
+4% +$9.48K 0.06% 221
2026
Q1 		$231K Buy
1,150
+50
+5% +$10.3K 0.06% 220
2025
Q4 		$227K Buy
+1,100
New +$220K 0.06% 207

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Sequent Planning's FBT Position: Q2 2026 in Review

Sequent Planning increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 3.8% in Q2 2026, buying an estimated $9.48K and bringing the position to 1,194 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #221.

Sequent Planning first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Sequent Planning held 1,194 shares of First Trust NYSE Arca Biotechnology Index Fund worth $296K as of Q2 2026.
  • Sequent Planning bought 44 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $9.48K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.06% of Sequent Planning's portfolio in Q2 2026, its #221 holding.
  • Sequent Planning first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.