Aptus Capital Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Aptus Capital Advisors’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	$86K	Hold	347	–	–	﹤0.01%	1286
2026 Q1	$69.7K	Hold	347	–	–	﹤0.01%	1224
2025 Q4	$71.7K	Buy	347 +345	+17,250%	+$68.9K	﹤0.01%	1237
2025 Q3	$359	Hold	2	–	–	﹤0.01%	1581
2025 Q2	$325	Hold	2	–	–	﹤0.01%	1516
2025 Q1	$343	Sell	2 -345	-99%	-$59.9K	﹤0.01%	1427
2024 Q4	$57.7K	Buy	347 +345	+17,250%	+$59K	﹤0.01%	1083
2024 Q3	$344	Hold	2	–	–	﹤0.01%	1220
2024 Q2	$308	Hold	2	–	–	﹤0.01%	1147
2024 Q1	$308	Hold	2	–	–	﹤0.01%	1163
2023 Q4	$316	Hold	2	–	–	﹤0.01%	903
2023 Q3	$293	Sell	2 -36	-95%	-$5.49K	﹤0.01%	894
2023 Q2	$5.82K	Hold	38	–	–	﹤0.01%	720
2023 Q1	$5.89K	Hold	38	–	–	﹤0.01%	713
2022 Q4	$5.86K	Sell	38 -2	-5%	-$295	﹤0.01%	721
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	702
2022 Q2	$5K	Sell	40 -1	-2%	-$138	﹤0.01%	608
2022 Q1	$6K	Buy	41 +39	+1,950%	+$5.77K	﹤0.01%	626
2021 Q4	$0	Hold	2	–	–	﹤0.01%	566
2021 Q3	$0	Hold	2	–	–	﹤0.01%	558
2021 Q2	$0	Hold	2	–	–	﹤0.01%	578
2021 Q1	$0	Buy	+2	New	+$342	﹤0.01%	528

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

Aptus Capital Advisors's FBT Position: Q2 2026 in Review

Aptus Capital Advisors held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 347 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #1286.

Aptus Capital Advisors first reported a position in FBT in Q1 2021 and has held it in 22 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Aptus Capital Advisors held 347 shares of First Trust NYSE Arca Biotechnology Index Fund worth $86K as of Q2 2026.
Aptus Capital Advisors left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1286 holding.
Aptus Capital Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2021 and has held it in 22 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.