WBI Investments’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

WBI Investments’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	$534K	Sell	2,658 -3,198	-55%	-$661K	0.15%	183
2025 Q4	$1.21M	Buy	5,856 +1,329	+29%	+$266K	0.32%	83
2025 Q3	$812K	Buy	4,527 +3,027	+202%	+$515K	0.21%	136
2025 Q2	$242K	Buy	+1,500	New	+$239K	0.06%	230
2025 Q1	–	Sell	-1,501	Closed	-$249K	–	250
2024 Q4	$249K	Sell	1,501 -237	-14%	-$40.5K	0.06%	189
2024 Q3	$299K	Buy	1,738 +20	+1%	+$3.31K	0.07%	216
2024 Q2	$265K	Buy	+1,718	New	+$258K	0.06%	149

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

WBI Investments's FBT Position: Q1 2026 in Review

WBI Investments reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 55% in Q1 2026, selling an estimated $661K and leaving 2,658 shares worth $534K. The position accounts for 0.15% of the portfolio, ranked #183.

WBI Investments first reported a position in FBT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

WBI Investments held 2,658 shares of First Trust NYSE Arca Biotechnology Index Fund worth $534K as of Q1 2026.
WBI Investments sold 3,198 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $661K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.15% of WBI Investments's portfolio in Q1 2026, its #183 holding.
WBI Investments first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2024 and has held it in 7 quarters since.
WBI Investments's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.21M in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.