Wealth Enhancement Advisory Services
FBT icon

Wealth Enhancement Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$2.15M Sell
8,251
-811
-9% -$211K ﹤0.01% 1618
2026
Q2 		$2.26M Buy
9,062
+282
+3% +$60.7K ﹤0.01% 1491
2026
Q1 		$1.77M Sell
8,780
-1,710
-16% -$354K ﹤0.01% 1464
2025
Q4 		$2.25M Sell
10,490
-280
-3% -$56K ﹤0.01% 1452
2025
Q3 		$2.01M Sell
10,770
-3
-0% -$511 ﹤0.01% 1432
2025
Q2 		$1.77M Buy
10,773
+212
+2% +$33.8K ﹤0.01% 1420
2025
Q1 		$1.8M Sell
10,561
-124
-1% -$21.5K ﹤0.01% 1304
2024
Q4 		$1.78M Buy
10,685
+8,663
+428% +$1.48M ﹤0.01% 1235
2024
Q3 		$348K Hold
2,022
– – ﹤0.01% 2074
2024
Q2 		$311K Sell
2,022
-860
-30% -$129K ﹤0.01% 1957
2024
Q1 		$443K Buy
2,882
+450
+19% +$68.6K ﹤0.01% 1655
2023
Q4 		$384K Buy
2,432
+19
+0.8% +$2.73K ﹤0.01% 1664
2023
Q3 		$353K Buy
+2,413
New +$368K ﹤0.01% 1637

Other funds holding FBT

LPL Financial
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Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 8.9% in Q3 2026, selling an estimated $211K and leaving 8,251 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

Wealth Enhancement Advisory Services first reported a position in FBT in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.26M in Q2 2026. 203 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 8,251 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.15M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 811 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $211K.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1618 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.26M in Q2 2026.
  • 203 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.