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CPR Investments’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

CPR Investments’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 		$982K Buy
3,962
+2,894
+271% +$623K 0.76% 24
2026
Q1 		$214K Buy
+1,068
New +$221K 0.14% 47
2025
Q4 		– Sell
-1,145
Closed -$205K – 49
2025
Q3 		$205K Buy
+1,145
New +$195K 0.14% 50

Other funds holding FBT

NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 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 $44.6B AUM 28.94% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HFM
Hartford Financial Management Hartford, Connecticut $448M AUM 32.11% 1-Year Est. Return

CPR Investments's FBT Position: Q2 2026 in Review

CPR Investments increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 271% in Q2 2026, buying an estimated $623K and bringing the position to 3,962 shares worth $982K. The position accounts for 0.76% of the portfolio, ranked #24.

CPR Investments first reported a position in FBT in Q3 2025 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • CPR Investments held 3,962 shares of First Trust NYSE Arca Biotechnology Index Fund worth $982K as of Q2 2026.
  • CPR Investments bought 2,894 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $623K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.76% of CPR Investments's portfolio in Q2 2026, its #24 holding.
  • CPR Investments first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2025 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on CPR Investments's 13F filing for Q2 2026, filed 15 Jul 2026.