BTI
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Blue Trust Inc’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Blue Trust Inc’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 		$1.49K Buy
+6
New +$1.29K ﹤0.01% 2232
2024
Q4 		– Sell
-1,172
Closed -$180K – 2610
2024
Q3 		$180K Buy
1,172
+1,137
+3,249% +$188K ﹤0.01% 913
2024
Q2 		$5.38K Hold
35
– – ﹤0.01% 2178
2024
Q1 		$5.38K Buy
+35
New +$5.34K ﹤0.01% 1627

Other funds holding FBT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Blue Trust Inc's FBT Position: Q2 2026 in Review

Blue Trust Inc opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 6 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #2232 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in FBT as recently as Q3 2024.

Blue Trust Inc first reported a position in FBT in Q1 2024 and has held it in 4 quarters since. The position peaked at $180K in Q3 2024. 66 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Blue Trust Inc held 6 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.49K as of Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Blue Trust Inc position in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2232 holding.
  • Blue Trust Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and has held it in 4 quarters since.
  • Blue Trust Inc's First Trust NYSE Arca Biotechnology Index Fund position peaked at $180K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.