Western Wealth Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Western Wealth Management’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	$1.22M	Buy	4,912 +150	+3%	+$32.3K	0.04%	424
2026 Q1	$956K	Buy	4,762 +23	+0.5%	+$4.76K	0.04%	459
2025 Q4	$979K	Buy	4,739 +3,568	+305%	+$713K	0.05%	357
2025 Q3	$210K	Buy	+1,171	New	+$199K	0.01%	724
2025 Q2	–	Sell	-1,179	Closed	-$201K	–	730
2025 Q1	$201K	Buy	+1,179	New	+$205K	0.01%	653
2024 Q4	–	Sell	-1,177	Closed	-$202K	–	767
2024 Q3	$202K	Sell	1,177 -351	-23%	-$58.1K	0.01%	715
2024 Q2	$235K	Buy	1,528 +17	+1%	+$2.55K	0.02%	578
2024 Q1	$232K	Hold	1,511	–	–	0.02%	581
2023 Q4	$239K	Sell	1,511 -6,755	-82%	-$970K	0.02%	612
2023 Q3	$1.21M	Buy	8,266 +2,655	+47%	+$405K	0.1%	215
2023 Q2	$859K	Buy	5,611 +3,272	+140%	+$510K	0.07%	273
2023 Q1	$363K	Buy	2,339 +658	+39%	+$103K	0.03%	451
2022 Q4	$259K	Sell	1,681 -1,681	-50%	-$248K	0.03%	504
2022 Q3	$445K	Hold	3,362	–	–	0.03%	524
2022 Q2	$457K	Buy	3,362 +747	+29%	+$103K	0.03%	499
2022 Q1	$390K	Buy	2,615 +900	+52%	+$133K	0.02%	600
2021 Q4	$277K	Buy	+1,715	New	+$277K	0.03%	496
2021 Q2	$265K	Sell	1,543 -300	-16%	-$49.5K	0.03%	528
2021 Q1	$296K	Sell	1,843 -340	-16%	-$58.2K	0.04%	404
2020 Q4	$367K	Hold	2,183	–	–	0.05%	311
2020 Q3	$343K	Hold	2,183	–	–	0.06%	306
2020 Q2	$368K	Buy	2,183 +371	+20%	+$58.2K	0.07%	275
2020 Q1	$239K	Buy	1,812 +292	+19%	+$41.6K	0.05%	309
2019 Q4	$226K	Buy	+1,520	New	+$209K	0.03%	363

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

Western Wealth Management's FBT Position: Q2 2026 in Review

Western Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 3.1% in Q2 2026, buying an estimated $32.3K and bringing the position to 4,912 shares worth $1.22M. The position accounts for 0.04% of the portfolio, ranked #424.

Western Wealth Management first reported a position in FBT in Q4 2019 and has held it in 24 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Western Wealth Management held 4,912 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.22M as of Q2 2026.
Western Wealth Management bought 150 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $32.3K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #424 holding.
Western Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 24 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.