Dynamic Advisor Solutions’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Dynamic Advisor Solutions’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	$1.05M	Buy	4,247 +3,052	+255%	+$657K	0.03%	478
2026 Q1	$240K	Hold	1,195	–	–	0.01%	875
2025 Q4	$247K	Hold	1,195	–	–	0.01%	838
2025 Q3	$214K	Buy	+1,195	New	+$204K	0.01%	882
2019 Q2	–	Sell	-1,369	Closed	-$207K	–	534
2019 Q1	$207K	Buy	+1,369	New	+$197K	0.04%	372
2018 Q4	–	Sell	-1,523	Closed	-$241K	–	412
2018 Q3	$241K	Sell	1,523 -9	-0.6%	-$1.36K	0.05%	340
2018 Q2	$214K	Sell	1,532 -39	-2%	-$5.36K	0.05%	357
2018 Q1	$209K	Sell	1,571 -265	-14%	-$36.2K	0.05%	328
2017 Q4	$229K	Sell	1,836 -1,636	-47%	-$202K	0.08%	225
2017 Q3	$430K	Sell	3,472 -911	-21%	-$108K	0.17%	155
2017 Q2	$500K	Sell	4,383 -327	-7%	-$35.2K	0.19%	137
2017 Q1	$496K	Sell	4,710 -849	-15%	-$85.1K	0.19%	132
2016 Q4	$505K	Sell	5,559 -572	-9%	-$53.6K	0.2%	133
2016 Q3	$611K	Sell	6,131 -585	-9%	-$57.4K	0.23%	126
2016 Q2	$601K	Sell	6,716 -804	-11%	-$73.8K	0.24%	112
2016 Q1	$658K	Sell	7,520 -465	-6%	-$41K	0.28%	93
2015 Q4	$902K	Buy	7,985 +595	+8%	+$64.1K	0.37%	76
2015 Q3	$749K	Buy	+7,390	New	+$879K	0.38%	72
2015 Q1	–	Sell	-6,947	Closed	-$709K	–	201
2014 Q4	$709K	Buy	6,947 +1,459	+27%	+$142K	0.38%	76
2014 Q3	$504K	Buy	5,488 +911	+20%	+$79K	0.27%	106
2014 Q2	$377K	Buy	+4,577	New	+$350K	0.23%	132

Other funds holding FBT

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

Dynamic Advisor Solutions's FBT Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 255% in Q2 2026, buying an estimated $657K and bringing the position to 4,247 shares worth $1.05M. The position accounts for 0.03% of the portfolio, ranked #478.

Dynamic Advisor Solutions first reported a position in FBT in Q2 2014 and has held it in 21 quarters since. 51 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Dynamic Advisor Solutions held 4,247 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.05M as of Q2 2026.
Dynamic Advisor Solutions bought 3,052 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $657K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #478 holding.
Dynamic Advisor Solutions first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2014 and has held it in 21 quarters since.
51 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.