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

Wealth Effects’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 		$666K Buy
2,685
+100
+4% +$21.5K 0.18% 101
2026
Q1 		$519K Hold
2,585
– – 0.18% 108
2025
Q4 		$534K Sell
2,585
-100
-4% -$20K 0.17% 105
2025
Q3 		$481K Buy
2,685
+400
+18% +$68.1K 0.15% 115
2025
Q2 		$369K Sell
2,285
-460
-17% -$73.3K 0.14% 122
2025
Q1 		$467K Hold
2,745
– – 0.2% 103
2024
Q4 		$456K Sell
2,745
-100
-4% -$17.1K 0.16% 114
2024
Q3 		$489K Sell
2,845
-100
-3% -$16.6K 0.17% 110
2024
Q2 		$454K Sell
2,945
-500
-15% -$75K 0.16% 113
2024
Q1 		$530K Buy
3,445
+21
+0.6% +$3.2K 0.2% 102
2023
Q4 		$541K Sell
3,424
-100
-3% -$14.4K 0.2% 103
2023
Q3 		$516K Sell
3,524
-148
-4% -$22.6K 0.25% 89
2023
Q2 		$562K Hold
3,672
– – 0.25% 87
2023
Q1 		$569K Sell
3,672
-200
-5% -$31.4K 0.29% 77
2022
Q4 		$597K Hold
3,872
– – 0.34% 70
2022
Q3 		$511K Sell
3,872
-200
-5% -$28.1K 0.31% 75
2022
Q2 		$552K Buy
4,072
+200
+5% +$27.6K 0.33% 71
2022
Q1 		$577K Hold
3,872
– – 0.27% 74
2021
Q4 		$627K Buy
+3,872
New +$626K 0.26% 80

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Wealth Effects's FBT Position: Q2 2026 in Review

Wealth Effects increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 3.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 2,685 shares worth $666K. The position accounts for 0.18% of the portfolio, ranked #101.

Wealth Effects first reported a position in FBT in Q4 2021 and has held it in 19 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Wealth Effects held 2,685 shares of First Trust NYSE Arca Biotechnology Index Fund worth $666K as of Q2 2026.
  • Wealth Effects bought 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $21.5K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.18% of Wealth Effects's portfolio in Q2 2026, its #101 holding.
  • Wealth Effects first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and has held it in 19 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.