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

WCG 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	$14.9M	Buy	+74,342	New	+$15.4M	0.42%	67

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

WCG Wealth Advisors's FBT Position: Q1 2026 in Review

WCG Wealth Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 74,342 shares worth $14.9M. The stake represents 0.42% of the portfolio and ranks #67 among its holdings.

307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

WCG Wealth Advisors held 74,342 shares of First Trust NYSE Arca Biotechnology Index Fund worth $14.9M as of Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new WCG Wealth Advisors position in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.42% of WCG Wealth Advisors's portfolio in Q1 2026, its #67 holding.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.