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 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	–	685
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 $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Western Wealth Management's FBT Position: Q1 2026 in Review

Western Wealth Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.49% in Q1 2026, buying an estimated $4.76K and bringing the position to 4,762 shares worth $956K. The position accounts for 0.04% of the portfolio, ranked #459.

Western Wealth Management first reported a position in FBT in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.21M in Q3 2023. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Western Wealth Management held 4,762 shares of First Trust NYSE Arca Biotechnology Index Fund worth $956K as of Q1 2026.
Western Wealth Management bought 23 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $4.76K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #459 holding.
Western Wealth Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 23 quarters since.
Western Wealth Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.21M in Q3 2023.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.