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

Clearstead 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	$292K	Hold	1,179	–	–	﹤0.01%	937
2026 Q1	$237K	Hold	1,179	–	–	﹤0.01%	948
2025 Q4	$243K	Hold	1,179	–	–	﹤0.01%	880
2025 Q3	$211K	Hold	1,179	–	–	﹤0.01%	869
2025 Q2	$190K	Hold	1,179	–	–	﹤0.01%	909
2025 Q1	$201K	Hold	1,179	–	–	﹤0.01%	842
2024 Q4	$196K	Hold	1,179	–	–	﹤0.01%	866
2024 Q3	$203K	Hold	1,179	–	–	﹤0.01%	858
2024 Q2	$182K	Hold	1,179	–	–	﹤0.01%	843
2024 Q1	$178K	Hold	1,179	–	–	0.01%	489
2023 Q4	$186K	Buy	1,179 +900	+323%	+$129K	0.01%	467
2023 Q3	$40.8K	Hold	279	–	–	﹤0.01%	753
2023 Q2	$42.7K	Hold	279	–	–	﹤0.01%	761
2023 Q1	$43.3K	Hold	279	–	–	﹤0.01%	694
2022 Q4	$43K	Hold	279	–	–	﹤0.01%	649
2022 Q3	$37K	Hold	279	–	–	﹤0.01%	665
2022 Q2	$38K	Sell	279 -250	-47%	-$34.5K	﹤0.01%	672
2022 Q1	$79K	Hold	529	–	–	0.01%	591
2021 Q4	$86K	Buy	+529	New	+$85.5K	0.01%	562
2020 Q1	–	Sell	-2,534	Closed	-$377K	–	775
2019 Q4	$377K	Hold	2,534	–	–	0.05%	203
2019 Q3	$314K	Hold	2,534	–	–	0.04%	211
2019 Q2	$357K	Buy	+2,534	New	+$350K	0.05%	201

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

Clearstead Advisors's FBT Position: Q2 2026 in Review

Clearstead Advisors held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 1,179 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Clearstead Advisors first reported a position in FBT in Q2 2019 and has held it in 22 quarters since. The position peaked at $377K in Q4 2019. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Clearstead Advisors held 1,179 shares of First Trust NYSE Arca Biotechnology Index Fund worth $292K as of Q2 2026.
Clearstead Advisors left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #937 holding.
Clearstead Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and has held it in 22 quarters since.
Clearstead Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $377K in Q4 2019.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.