Arlington Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Arlington Financial 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	$6.54M	Sell	26,377 -737	-3%	-$159K	0.83%	29
2026 Q1	$5.45M	Sell	27,114 -506	-2%	-$105K	0.78%	33
2025 Q4	$5.7M	Buy	27,620 +81	+0.3%	+$16.2K	0.82%	31
2025 Q3	$4.94M	Buy	27,539 +829	+3%	+$141K	0.73%	35
2025 Q2	$4.31M	Buy	+26,710	New	+$4.25M	0.71%	38
2019 Q1	–	Sell	-2,386	Closed	-$296K	–	58
2018 Q4	$296K	Buy	+2,386	New	+$326K	0.13%	64

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

Arlington Financial Advisors's FBT Position: Q2 2026 in Review

Arlington Financial Advisors reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 2.7% in Q2 2026, selling an estimated $159K and leaving 26,377 shares worth $6.54M. The position accounts for 0.83% of the portfolio, ranked #29.

Arlington Financial Advisors first reported a position in FBT in Q4 2018 and has held it in 6 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Arlington Financial Advisors held 26,377 shares of First Trust NYSE Arca Biotechnology Index Fund worth $6.54M as of Q2 2026.
Arlington Financial Advisors sold 737 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $159K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.83% of Arlington Financial Advisors's portfolio in Q2 2026, its #29 holding.
Arlington Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 6 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.