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
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

JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Wealth Enhancement Advisory Services's FBT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 3.2% in Q2 2026, buying an estimated $60.7K and bringing the position to 9,062 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Wealth Enhancement Advisory Services first reported a position in FBT in Q3 2023 and has held it in 12 quarters since. 51 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,062 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.26M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 282 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $60.7K.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1491 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 12 quarters since.
  • 51 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.