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 Q2	$471K	Sell	1,902 -28	-1%	-$6.03K	0.11%	125
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 $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

Twin Peaks Wealth Advisors's FBT Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.5% in Q2 2026, selling an estimated $6.03K and leaving 1,902 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #125.

Twin Peaks Wealth Advisors first reported a position in FBT in Q4 2023 and has held it in 11 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Twin Peaks Wealth Advisors held 1,902 shares of First Trust NYSE Arca Biotechnology Index Fund worth $471K as of Q2 2026.
Twin Peaks Wealth Advisors sold 28 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $6.03K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.11% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #125 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 11 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.