Continuum Advisory’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Continuum Advisory’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	$34.7K	Buy	+140	New	+$30.2K	﹤0.01%	889
2025 Q2	–	Sell	-135	Closed	-$23K	–	782
2025 Q1	$23K	Hold	135	–	–	﹤0.01%	830
2024 Q4	$22.4K	Hold	135	–	–	﹤0.01%	820
2024 Q3	$23K	Hold	135	–	–	﹤0.01%	812
2024 Q2	$20.8K	Hold	135	–	–	﹤0.01%	783
2024 Q1	$20.1K	Buy	+135	New	+$20.6K	﹤0.01%	772
2022 Q1	–	Sell	-4,799	Closed	-$777K	–	383
2021 Q4	$777K	Buy	4,799 +571	+14%	+$92.3K	0.17%	132
2021 Q3	$702K	Buy	4,228 +568	+16%	+$97K	0.19%	122
2021 Q2	$632K	Buy	3,660 +246	+7%	+$40.6K	0.2%	115
2021 Q1	$555K	Buy	+3,414	New	+$585K	0.23%	91
2019 Q3	–	Sell	-2,067	Closed	-$292K	–	132
2019 Q2	$292K	Sell	2,067 -265	-11%	-$36.6K	0.2%	95
2019 Q1	$352K	Sell	2,332 -100	-4%	-$14.4K	0.26%	91
2018 Q4	$302K	Sell	2,432 -110	-4%	-$15K	0.22%	108
2018 Q3	$400K	Hold	2,542	–	–	0.27%	93
2018 Q2	$356K	Sell	2,542 -100	-4%	-$13.7K	0.26%	94
2018 Q1	$351K	Buy	+2,642	New	+$361K	0.29%	87

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

Continuum Advisory's FBT Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 140 shares worth $34.7K. The stake represents ﹤0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FBT as recently as Q1 2025.

Continuum Advisory first reported a position in FBT in Q1 2018 and has held it in 16 quarters since. The position peaked at $777K in Q4 2021. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Continuum Advisory held 140 shares of First Trust NYSE Arca Biotechnology Index Fund worth $34.7K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Continuum Advisory position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #889 holding.
Continuum Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2018 and has held it in 16 quarters since.
Continuum Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $777K in Q4 2021.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.