Creative Financial Designs’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Creative Financial Designs’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	$73.3K	Sell	296 -36	-11%	-$7.75K	﹤0.01%	890
2026 Q1	$66.7K	Sell	332 -2	-0.6%	-$414	﹤0.01%	804
2025 Q4	$69K	Buy	334 +2	+0.6%	+$400	﹤0.01%	753
2025 Q3	$59.6K	Sell	332 -24	-7%	-$4.09K	﹤0.01%	798
2025 Q2	$57.5K	Buy	356 +27	+8%	+$4.3K	﹤0.01%	820
2025 Q1	$56K	Sell	329 -45	-12%	-$7.82K	﹤0.01%	791
2024 Q4	$62.1K	Sell	374 -2	-0.5%	-$342	0.01%	721
2024 Q3	$64.6K	Sell	376 -42	-10%	-$6.95K	0.01%	713
2024 Q2	$64.4K	Sell	418 -288	-41%	-$43.2K	0.01%	683
2024 Q1	$109K	Sell	706 -2,769	-80%	-$422K	0.01%	550
2023 Q4	$549K	Sell	3,475 -1,665	-32%	-$239K	0.06%	236
2023 Q3	$752K	Buy	5,140 +175	+4%	+$26.7K	0.09%	173
2023 Q2	$760K	Sell	4,965 -161	-3%	-$25.1K	0.09%	174
2023 Q1	$795K	Buy	5,126 +2,322	+83%	+$365K	0.1%	162
2022 Q4	$432K	Buy	2,804 +1,395	+99%	+$206K	0.06%	214
2022 Q3	$186K	Buy	1,409 +673	+91%	+$94.4K	0.03%	301
2022 Q2	$100K	Sell	736 -13	-2%	-$1.79K	0.02%	439
2022 Q1	$112K	Sell	749 -37	-5%	-$5.47K	0.02%	415
2021 Q4	$127K	Sell	786 -438	-36%	-$70.8K	0.02%	393
2021 Q3	$203K	Buy	1,224 +30	+3%	+$5.13K	0.03%	294
2021 Q2	$206K	Sell	1,194 -2,116	-64%	-$349K	0.04%	286
2021 Q1	$531K	Buy	3,310 +404	+14%	+$69.2K	0.1%	159
2020 Q4	$488K	Sell	2,906 -1,640	-36%	-$266K	0.1%	148
2020 Q3	$715K	Buy	4,546 +389	+9%	+$63.6K	0.18%	103
2020 Q2	$697K	Buy	4,157 +2,732	+192%	+$429K	0.21%	87
2020 Q1	$187K	Buy	1,425 +109	+8%	+$15.5K	0.1%	130
2019 Q4	$195K	Buy	1,316 +533	+68%	+$73.2K	0.09%	153
2019 Q3	$95K	Buy	783 +274	+54%	+$36.5K	0.05%	184
2019 Q2	$70K	Buy	+509	New	+$70.2K	0.04%	205
2018 Q3	–	Sell	-170	Closed	-$24K	–	765
2018 Q2	$24K	Hold	170	–	–	0.01%	332
2018 Q1	$23K	Buy	+170	New	+$23.2K	0.01%	309
2017 Q1	–	Sell	-351	Closed	-$32K	–	763
2016 Q4	$32K	Buy	+351	New	+$32.9K	0.03%	267

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

Creative Financial Designs's FBT Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 11% in Q2 2026, selling an estimated $7.75K and leaving 296 shares worth $73.3K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Creative Financial Designs first reported a position in FBT in Q4 2016 and has held it in 32 quarters since. The position peaked at $795K in Q1 2023. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Creative Financial Designs held 296 shares of First Trust NYSE Arca Biotechnology Index Fund worth $73.3K as of Q2 2026.
Creative Financial Designs sold 36 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $7.75K.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #890 holding.
Creative Financial Designs first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2016 and has held it in 32 quarters since.
Creative Financial Designs's First Trust NYSE Arca Biotechnology Index Fund position peaked at $795K in Q1 2023.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.