Sequoia Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Sequoia Financial Advisors’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	$403K	Hold	1,625	–	–	﹤0.01%	1477
2026 Q1	$326K	Hold	1,625	–	–	﹤0.01%	1523
2025 Q4	$336K	Hold	1,625	–	–	﹤0.01%	1497
2025 Q3	$291K	Hold	1,625	–	–	﹤0.01%	1412
2025 Q2	$262K	Sell	1,625 -150	-8%	-$23.9K	﹤0.01%	1336
2025 Q1	$302K	Buy	+1,775	New	+$308K	﹤0.01%	1058

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

Sequoia Financial Advisors's FBT Position: Q2 2026 in Review

Sequoia Financial Advisors held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 1,625 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

Sequoia Financial Advisors first reported a position in FBT in Q1 2025 and has held it in 6 quarters since. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Sequoia Financial Advisors held 1,625 shares of First Trust NYSE Arca Biotechnology Index Fund worth $403K as of Q2 2026.
Sequoia Financial Advisors left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1477 holding.
Sequoia Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2025 and has held it in 6 quarters since.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.