Elevated Capital Advisors
FBT icon

Elevated Capital Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Elevated Capital 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
Q3 		$817 Hold
3
– – ﹤0.01% 779
2026
Q2 		$744 Hold
3
– – ﹤0.01% 772
2026
Q1 		$602 Hold
3
– – ﹤0.01% 774
2025
Q4 		$620 Buy
+3
New +$599 ﹤0.01% 747

Other funds holding FBT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
NewSquare Capital
NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Elevated Capital Advisors's FBT Position: Q3 2026 in Review

Elevated Capital Advisors held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 3 shares worth $817. The position accounts for ﹤0.01% of the portfolio, ranked #779.

Elevated Capital Advisors first reported a position in FBT in Q4 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Elevated Capital Advisors held 3 shares of First Trust NYSE Arca Biotechnology Index Fund worth $817 as of Q3 2026.
  • Elevated Capital Advisors left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #779 holding.
  • Elevated Capital Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.