TriaGen Wealth Management
FBT icon

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

TriaGen 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
Q3 		$2.87M Buy
10,551
+106
+1% +$27.5K 0.7% 28
2026
Q2 		$2.59M Buy
10,445
+4,499
+76% +$969K 0.65% 33
2026
Q1 		$1.19M Buy
+5,946
New +$1.23M 0.33% 67

Other funds holding FBT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

TriaGen Wealth Management's FBT Position: Q3 2026 in Review

TriaGen Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1% in Q3 2026, buying an estimated $27.5K and bringing the position to 10,551 shares worth $2.87M. The position accounts for 0.7% of the portfolio, ranked #28.

TriaGen Wealth Management first reported a position in FBT in Q1 2026 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • TriaGen Wealth Management held 10,551 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.87M as of Q3 2026.
  • TriaGen Wealth Management bought 106 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $27.5K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.7% of TriaGen Wealth Management's portfolio in Q3 2026, its #28 holding.
  • TriaGen Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.