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 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 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

Wealth Effects's FBT Position: Q1 2026 in Review

Wealth Effects held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q1 2026 at 2,585 shares worth $519K. The position accounts for 0.18% of the portfolio, ranked #108.

Wealth Effects first reported a position in FBT in Q4 2021 and has held it in 18 quarters since. The position peaked at $627K in Q4 2021. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Wealth Effects held 2,585 shares of First Trust NYSE Arca Biotechnology Index Fund worth $519K as of Q1 2026.
Wealth Effects left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.18% of Wealth Effects's portfolio in Q1 2026, its #108 holding.
Wealth Effects first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and has held it in 18 quarters since.
Wealth Effects's First Trust NYSE Arca Biotechnology Index Fund position peaked at $627K in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.