AmeriFlex Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

AmeriFlex Group’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	$41.2K	Sell	205 -1	-0.5%	-$207	0.02%	460
2025 Q4	$42.5K	Sell	206 -174	-46%	-$34.8K	0.02%	445
2025 Q3	$68.1K	Buy	380 +216	+132%	+$36.8K	0.03%	408
2025 Q2	$26.5K	Sell	164 -110	-40%	-$17.5K	0.01%	513
2025 Q1	$46.6K	Sell	274 -14	-5%	-$2.43K	0.02%	483
2024 Q4	$52.1K	Buy	+288	New	+$49.2K	0.02%	430

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

AmeriFlex Group's FBT Position: Q1 2026 in Review

AmeriFlex Group reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.49% in Q1 2026, selling an estimated $207 and leaving 205 shares worth $41.2K. The position accounts for 0.02% of the portfolio, ranked #460.

AmeriFlex Group first reported a position in FBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $68.1K in Q3 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

AmeriFlex Group held 205 shares of First Trust NYSE Arca Biotechnology Index Fund worth $41.2K as of Q1 2026.
AmeriFlex Group sold 1 First Trust NYSE Arca Biotechnology Index Fund share in Q1 2026, an estimated $207.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of AmeriFlex Group's portfolio in Q1 2026, its #460 holding.
AmeriFlex Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $68.1K in Q3 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.