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

Concurrent Investment 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 		$487K Sell
1,965
-273
-12% -$58.8K ﹤0.01% 1417
2026
Q1 		$449K Hold
2,238
– – ﹤0.01% 1271
2025
Q4 		$462K Buy
2,238
+644
+40% +$129K 0.01% 1182
2025
Q3 		$286K Sell
1,594
-152
-9% -$25.9K ﹤0.01% 1176
2025
Q2 		$282K Buy
1,746
+85
+5% +$13.5K 0.01% 1089
2025
Q1 		$283K Buy
+1,661
New +$288K 0.01% 958

Other funds holding FBT

NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
SA
SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Concurrent Investment Advisors's FBT Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 12% in Q2 2026, selling an estimated $58.8K and leaving 1,965 shares worth $487K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Concurrent Investment Advisors first reported a position in FBT in Q1 2025 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Concurrent Investment Advisors held 1,965 shares of First Trust NYSE Arca Biotechnology Index Fund worth $487K as of Q2 2026.
  • Concurrent Investment Advisors sold 273 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $58.8K.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1417 holding.
  • Concurrent Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2025 and has held it in 6 quarters since.
  • 109 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.