WealthCare Investment Partners’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

WealthCare Investment 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	$365K	Sell	1,472 -3	-0.2%	-$646	0.09%	151
2026 Q1	$293K	Sell	1,475 -1	-0.1%	-$207	0.08%	156
2025 Q4	$307K	Hold	1,476	–	–	0.09%	149
2025 Q3	$274K	Hold	1,476	–	–	0.09%	145
2025 Q2	$242K	Sell	1,476 -1	-0.1%	-$159	0.09%	141
2025 Q1	$223K	Sell	1,477 -5	-0.3%	-$868	0.09%	137
2024 Q4	$247K	Buy	1,482 +11	+0.7%	+$1.88K	0.11%	126
2024 Q3	$249K	Sell	1,471 -77	-5%	-$12.7K	0.11%	118
2024 Q2	$238K	Sell	1,548 -293	-16%	-$44K	0.11%	121
2024 Q1	$283K	Buy	1,841 +30	+2%	+$4.58K	0.14%	110
2023 Q4	$291K	Hold	1,811	–	–	0.16%	100
2023 Q3	$263K	Buy	1,811 +40	+2%	+$6.09K	0.16%	96
2023 Q2	$271K	Hold	1,771	–	–	0.16%	92
2023 Q1	$275K	Sell	1,771 -60	-3%	-$9.42K	0.17%	100
2022 Q4	$282K	Hold	1,831	–	–	0.19%	89
2022 Q3	$242K	Hold	1,831	–	–	0.2%	95
2022 Q2	$248K	Buy	+1,831	New	+$252K	0.21%	90

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 Investment Partners's FBT Position: Q2 2026 in Review

WealthCare Investment Partners reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.2% in Q2 2026, selling an estimated $646 and leaving 1,472 shares worth $365K. The position accounts for 0.09% of the portfolio, ranked #151.

WealthCare Investment Partners first reported a position in FBT in Q2 2022 and has held it in 17 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

WealthCare Investment Partners held 1,472 shares of First Trust NYSE Arca Biotechnology Index Fund worth $365K as of Q2 2026.
WealthCare Investment Partners sold 3 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $646.
First Trust NYSE Arca Biotechnology Index Fund made up 0.09% of WealthCare Investment Partners's portfolio in Q2 2026, its #151 holding.
WealthCare Investment Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2022 and has held it in 17 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.