Twin Peaks Wealth Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Twin Peaks Wealth 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 Q1	$388K	Hold	1,930	–	–	0.1%	120
2025 Q4	$409K	Sell	1,930 -124	-6%	-$24.8K	0.12%	118
2025 Q3	$368K	Hold	2,054	–	–	0.13%	118
2025 Q2	$343K	Sell	2,054 -60	-3%	-$9.56K	0.11%	117
2025 Q1	$328K	Sell	2,114 -161	-7%	-$28K	0.15%	106
2024 Q4	$378K	Buy	2,275 +71	+3%	+$12.1K	0.16%	93
2024 Q3	$379K	Sell	2,204 -107	-5%	-$17.7K	0.17%	88
2024 Q2	$356K	Sell	2,311 -90	-4%	-$13.5K	0.18%	92
2024 Q1	$369K	Sell	2,401 -83	-3%	-$12.7K	0.21%	83
2023 Q4	$393K	Buy	+2,484	New	+$357K	0.25%	75

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

Twin Peaks Wealth Advisors's FBT Position: Q1 2026 in Review

Twin Peaks Wealth Advisors held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 1,930 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #120.

Twin Peaks Wealth Advisors first reported a position in FBT in Q4 2023 and has held it in 10 quarters since. The position peaked at $409K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Twin Peaks Wealth Advisors held 1,930 shares of First Trust NYSE Arca Biotechnology Index Fund worth $388K as of Q1 2026.
Twin Peaks Wealth Advisors left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.1% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #120 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $409K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.