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

WealthShield 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 		– Sell
-4,689
Closed -$942K – 452
2026
Q1 		$942K Sell
4,689
-128
-3% -$26.5K 0.1% 194
2025
Q4 		$995K Buy
4,817
+31
+0.6% +$6.19K 0.11% 180
2025
Q3 		$858K Buy
4,786
+5
+0.1% +$852 0.1% 189
2025
Q2 		$771K Buy
4,781
+103
+2% +$16.4K 0.09% 195
2025
Q1 		$796K Buy
4,678
+79
+2% +$13.7K 0.1% 182
2024
Q4 		$764K Buy
4,599
+427
+10% +$73K 0.11% 178
2024
Q3 		$717K Buy
4,172
+458
+12% +$75.8K 0.1% 182
2024
Q2 		$572K Buy
3,714
+66
+2% +$9.9K 0.09% 192
2024
Q1 		$561K Buy
3,648
+136
+4% +$20.7K 0.09% 184
2023
Q4 		$555K Buy
3,512
+23
+0.7% +$3.3K 0.09% 191
2023
Q3 		$511K Sell
3,489
-19
-0.5% -$2.9K 0.08% 205
2023
Q2 		$537K Sell
3,508
-3
-0.1% -$468 0.08% 201
2023
Q1 		$544K Sell
3,511
-16
-0.5% -$2.51K 0.09% 197
2022
Q4 		$544K Buy
3,527
+44
+1% +$6.49K 0.1% 184
2022
Q3 		$460K Buy
3,483
+5
+0.1% +$702 0.09% 202
2022
Q2 		$471K Buy
3,478
+65
+2% +$8.96K 0.09% 207
2022
Q1 		$509K Buy
+3,413
New +$505K 0.08% 231
2021
Q3 		– Sell
-122
Closed -$21K – 396
2021
Q2 		$21K Buy
+122
New +$20.1K ﹤0.01% 643
2020
Q4 		– Sell
-115
Closed -$18K – 316
2020
Q3 		$18K Buy
115
+42
+58% +$6.87K 0.01% 333
2020
Q2 		$12K Buy
73
+50
+217% +$7.85K 0.01% 289
2020
Q1 		$3K Hold
23
– – ﹤0.01% 249
2019
Q4 		$3K Buy
+23
New +$3.16K ﹤0.01% 263
2018
Q4 		– Sell
-1,737
Closed -$275K – 253
2018
Q3 		$275K Buy
+1,737
New +$263K 0.16% 102
2018
Q2 		– Sell
-1,366
Closed -$182K – 251
2018
Q1 		$182K Sell
1,366
-1,314
-49% -$179K 0.12% 123
2017
Q4 		$342K Buy
+2,680
New +$331K 0.21% 87

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

WealthShield Partners's FBT Position: Q2 2026 in Review

WealthShield Partners sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026, closing a stake of 4,689 shares — an estimated $942K sold.

WealthShield Partners first reported a position in FBT in Q4 2017 and held it in 25 quarters. The position peaked at $995K in Q4 2025. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • WealthShield Partners reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 4,689 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $942K.
  • WealthShield Partners first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2017 and held it in 25 quarters.
  • WealthShield Partners's First Trust NYSE Arca Biotechnology Index Fund position peaked at $995K in Q4 2025.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.