Spire Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Spire 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	$14.6K	Buy	59 +9	+18%	+$1.94K	﹤0.01%	1537
2026 Q1	$10K	Buy	+50	New	+$10.3K	﹤0.01%	1608
2025 Q3	–	Sell	-31	Closed	-$5K	–	2395
2025 Q2	$5K	Sell	31 -50	-62%	-$7.96K	﹤0.01%	1946
2025 Q1	$13.8K	Buy	81 +50	+161%	+$8.68K	﹤0.01%	1733
2024 Q4	$5.15K	Sell	31 -225	-88%	-$38.4K	﹤0.01%	2037
2024 Q3	$44K	Buy	256 +225	+726%	+$37.2K	﹤0.01%	1170
2024 Q2	$4.77K	Buy	+31	New	+$4.65K	﹤0.01%	1836
2024 Q1	–	Sell	-259	Closed	-$39.3K	–	2337
2023 Q4	$39.3K	Hold	259	–	–	﹤0.01%	1288
2023 Q3	$37.9K	Sell	259 -2,707	-91%	-$412K	﹤0.01%	1269
2023 Q2	$454K	Sell	2,966 -3,466	-54%	-$540K	0.02%	515
2023 Q1	$997K	Buy	6,432 +6,277	+4,050%	+$986K	0.04%	342
2022 Q4	$24K	Sell	155 -3,842	-96%	-$567K	﹤0.01%	1297
2022 Q3	$528K	Sell	3,997 -3,054	-43%	-$429K	0.03%	321
2022 Q2	$956K	Buy	7,051 +6,465	+1,103%	+$891K	0.04%	337
2022 Q1	$87K	Sell	586 -7,093	-92%	-$1.05M	﹤0.01%	1213
2021 Q4	$1.24M	Buy	7,679 +6,466	+533%	+$1.05M	0.03%	408
2021 Q3	$201K	Buy	1,213 +81	+7%	+$13.8K	0.01%	921
2021 Q2	$195K	Sell	1,132 -7,988	-88%	-$1.32M	0.01%	951
2021 Q1	$1.46M	Buy	+9,120	New	+$1.56M	0.04%	348

Other funds holding FBT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

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

Spire Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 18% in Q2 2026, buying an estimated $1.94K and bringing the position to 59 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1537.

Spire Wealth Management first reported a position in FBT in Q1 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2021. 64 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Spire Wealth Management held 59 shares of First Trust NYSE Arca Biotechnology Index Fund worth $14.6K as of Q2 2026.
Spire Wealth Management bought 9 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $1.94K.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1537 holding.
Spire Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2021 and has held it in 19 quarters since.
Spire Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.46M in Q1 2021.
64 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.