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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
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 $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

Sequent Planning's FBT Position: Q1 2026 in Review

Sequent Planning increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 4.5% in Q1 2026, buying an estimated $10.3K and bringing the position to 1,150 shares worth $231K. The position accounts for 0.06% of the portfolio, ranked #220.

Sequent Planning first reported a position in FBT in Q4 2025 and has held it in 2 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Sequent Planning held 1,150 shares of First Trust NYSE Arca Biotechnology Index Fund worth $231K as of Q1 2026.
  • Sequent Planning bought 50 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $10.3K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.06% of Sequent Planning's portfolio in Q1 2026, its #220 holding.
  • Sequent Planning first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 2 quarters since.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Sequent Planning's 13F filing for Q1 2026, filed 21 Apr 2026.