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 Q2	$671K	Buy	2,705 +47	+2%	+$10.1K	0.17%	166
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 $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

WBI Investments's FBT Position: Q2 2026 in Review

WBI Investments increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.8% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,705 shares worth $671K. The position accounts for 0.17% of the portfolio, ranked #166.

WBI Investments first reported a position in FBT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2025. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

WBI Investments held 2,705 shares of First Trust NYSE Arca Biotechnology Index Fund worth $671K as of Q2 2026.
WBI Investments bought 47 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $10.1K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.17% of WBI Investments's portfolio in Q2 2026, its #166 holding.
WBI Investments first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2024 and has held it in 8 quarters since.
WBI Investments's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.21M in Q4 2025.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.