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

TritonPoint Wealth’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	$458K	Hold	2,280	–	–	0.05%	184
2025 Q4	$471K	Hold	2,280	–	–	0.05%	181
2025 Q3	$409K	Hold	2,280	–	–	0.04%	247
2025 Q2	$368K	Hold	2,280	–	–	0.03%	256
2025 Q1	$388K	Hold	2,280	–	–	0.04%	243
2024 Q4	$379K	Hold	2,280	–	–	0.03%	242
2024 Q3	$390K	Sell	2,280 -460	-17%	-$76.1K	0.04%	242
2024 Q2	$422K	Sell	2,740 -9,178	-77%	-$1.38M	0.04%	223
2024 Q1	$1.88M	Sell	11,918 -877	-7%	-$134K	0.2%	109
2023 Q4	$2.02M	Buy	+12,795	New	+$1.84M	0.2%	110

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TritonPoint Wealth's FBT Position: Q1 2026 in Review

TritonPoint Wealth held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 2,280 shares worth $458K. The position accounts for 0.05% of the portfolio, ranked #184.

TritonPoint Wealth first reported a position in FBT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.02M in Q4 2023. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

TritonPoint Wealth held 2,280 shares of First Trust NYSE Arca Biotechnology Index Fund worth $458K as of Q1 2026.
TritonPoint Wealth left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.05% of TritonPoint Wealth's portfolio in Q1 2026, its #184 holding.
TritonPoint Wealth first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.02M in Q4 2023.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.