Wealthcare Advisory Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Wealthcare Advisory Partners’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	$221K	Buy	+891	New	+$192K	﹤0.01%	1009
2021 Q2	–	Sell	-478	Closed	-$77K	–	958
2021 Q1	$77K	Buy	+478	New	+$81.8K	0.01%	747
2020 Q2	–	Sell	-954	Closed	-$125K	–	652
2020 Q1	$125K	Buy	954 +390	+69%	+$55.6K	0.02%	332
2019 Q4	$84K	Sell	564 -90	-14%	-$12.4K	0.01%	435
2019 Q3	$81K	Hold	654	–	–	0.01%	439
2019 Q2	$92K	Hold	654	–	–	0.01%	392
2019 Q1	$99K	Hold	654	–	–	0.02%	339
2018 Q4	$81K	Sell	654 -39	-6%	-$5.33K	0.02%	340
2018 Q3	$110K	Buy	693 +173	+33%	+$26.2K	0.02%	318
2018 Q2	$73K	Buy	520 +43	+9%	+$5.9K	0.01%	387
2018 Q1	$63K	Hold	477	–	–	0.01%	358
2017 Q4	$59K	Hold	477	–	–	0.02%	345
2017 Q3	$59K	Buy	+477	New	+$56.5K	0.02%	283

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealthcare Advisory Partners's FBT Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 891 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in FBT as recently as Q1 2021.

Wealthcare Advisory Partners first reported a position in FBT in Q3 2017 and has held it in 13 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Wealthcare Advisory Partners held 891 shares of First Trust NYSE Arca Biotechnology Index Fund worth $221K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Wealthcare Advisory Partners position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #1009 holding.
Wealthcare Advisory Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2017 and has held it in 13 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.