Avantax Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.09M	Buy	6,762 +754	+13%	+$120K	0.01%	1115
2025 Q1	$1.02M	Sell	6,008 -2,679	-31%	-$465K	0.01%	1081
2024 Q4	$1.44M	Buy	8,687 +4,655	+115%	+$795K	0.01%	878
2024 Q3	$693K	Buy	4,032 +298	+8%	+$49.3K	﹤0.01%	1212
2024 Q2	$575K	Buy	3,734 +316	+9%	+$47.4K	﹤0.01%	1281
2024 Q1	$526K	Buy	3,418 +21	+0.6%	+$3.2K	﹤0.01%	1010
2023 Q4	$537K	Buy	3,397 +917	+37%	+$132K	0.01%	953
2023 Q3	$363K	Sell	2,480 -177	-7%	-$27K	﹤0.01%	1087
2023 Q2	$407K	Buy	2,657 +136	+5%	+$21.2K	﹤0.01%	1029
2023 Q1	$391K	Sell	2,521 -29	-1%	-$4.55K	﹤0.01%	1016
2022 Q4	$393K	Buy	2,550 +295	+13%	+$43.5K	0.01%	975
2022 Q3	$298K	Sell	2,255 -25	-1%	-$3.51K	﹤0.01%	1016
2022 Q2	$309K	Sell	2,280 -99	-4%	-$13.6K	﹤0.01%	991
2022 Q1	$353K	Sell	2,379 -2,857	-55%	-$423K	﹤0.01%	929
2021 Q4	$848K	Sell	5,236 -6,464	-55%	-$1.05M	0.01%	570
2021 Q3	$1.93M	Sell	11,700 -3,155	-21%	-$539K	0.03%	340
2021 Q2	$2.56M	Sell	14,855 -2,543	-15%	-$420K	0.05%	284
2021 Q1	$2.79M	Sell	17,398 -1,310	-7%	-$224K	0.06%	238
2020 Q4	$3.14M	Sell	18,708 -539	-3%	-$87.4K	0.07%	186
2020 Q3	$3.04M	Buy	19,247 +3,502	+22%	+$572K	0.05%	278
2020 Q2	$2.65M	Buy	15,745 +2,926	+23%	+$459K	0.08%	181
2020 Q1	$1.69M	Buy	12,819 +7,631	+147%	+$1.09M	0.05%	216
2019 Q4	$764K	Buy	5,188 +3,398	+190%	+$467K	0.02%	389
2019 Q3	$224K	Buy	+1,790	New	+$238K	0.01%	511
2019 Q2	–	Sell	-1,350	Closed	-$204K	–	529
2019 Q1	$204K	Buy	+1,350	New	+$194K	0.01%	458

Other funds holding FBT

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's FBT Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 13% in Q2 2025, buying an estimated $120K and bringing the position to 6,762 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #1115.

Avantax Advisory Services first reported a position in FBT in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.14M in Q4 2020. 250 funds tracked by Wall St. Rank hold FBT as of Q2 2025.

Avantax Advisory Services held 6,762 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.09M as of Q2 2025.
Avantax Advisory Services bought 754 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2025, an estimated $120K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1115 holding.
Avantax Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and has held it in 25 quarters since.
Avantax Advisory Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.14M in Q4 2020.
250 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.