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 Q3	–	Sell	-6	Closed	-$1.49K	–	2614
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

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Blue Trust Inc's FBT Position: Q3 2026 in Review

Blue Trust Inc sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2026, closing a stake of 6 shares — an estimated $1.49K sold.

Blue Trust Inc first reported a position in FBT in Q1 2024 and held it in 4 quarters. The position peaked at $180K in Q3 2024. 272 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

Blue Trust Inc reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 6 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $1.49K.
Blue Trust Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and held it in 4 quarters.
Blue Trust Inc's First Trust NYSE Arca Biotechnology Index Fund position peaked at $180K in Q3 2024.
272 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.