BFG
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Beto Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Beto Financial 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
Q2 		$280K Hold
1,141
– – 0.15% 130
2026
Q1 		$241K Buy
+1,141
New +$236K 0.14% 127

Other funds holding FBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Beto Financial Group's FBT Position: Q2 2026 in Review

Beto Financial Group held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 1,141 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #130.

Beto Financial Group first reported a position in FBT in Q1 2026 and has held it in 2 quarters since. 226 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Beto Financial Group held 1,141 shares of First Trust NYSE Arca Biotechnology Index Fund worth $280K as of Q2 2026.
  • Beto Financial Group left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.15% of Beto Financial Group's portfolio in Q2 2026, its #130 holding.
  • Beto Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2026 and has held it in 2 quarters since.
  • 226 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.