First Bankers Trust’s AGF US Market Neutral Anti-Beta Fund BTAL Stock Holding History

First Bankers Trust’s Portfolio BTAL Stock Details BTAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$497K	Buy	44,597 +8,975	+25%	+$109K	0.15%	112
2026 Q1	$497K	Buy	35,622 +10,187	+40%	+$143K	0.17%	106
2025 Q4	$366K	Buy	25,435 +3,400	+15%	+$51.1K	0.12%	117
2025 Q3	$351K	Buy	22,035 +11,655	+112%	+$192K	0.12%	115
2025 Q2	$184K	Buy	+10,380	New	+$202K	0.07%	139
2024 Q2	–	Sell	-12,525	Closed	-$226K	–	125
2024 Q1	$226K	Buy	+12,525	New	+$227K	0.1%	123
2023 Q4	–	Sell	-15,550	Closed	-$309K	–	116
2023 Q3	$309K	Buy	+15,550	New	+$295K	0.16%	97

Other funds holding BTAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

CCA

Carrera Capital Advisors Troy, Michigan $675M AUM 17.92% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

CGA

Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return

First Bankers Trust's BTAL Position: Q2 2026 in Review

First Bankers Trust increased its AGF US Market Neutral Anti-Beta Fund (BTAL) stake by 25% in Q2 2026, buying an estimated $109K and bringing the position to 44,597 shares worth $497K. The position accounts for 0.15% of the portfolio, ranked #112.

First Bankers Trust first reported a position in BTAL in Q3 2023 and has held it in 7 quarters since. The position peaked at $497K in Q1 2026. 93 funds tracked by Wall St. Rank hold BTAL as of Q2 2026.

First Bankers Trust held 44,597 shares of AGF US Market Neutral Anti-Beta Fund worth $497K as of Q2 2026.
First Bankers Trust bought 8,975 AGF US Market Neutral Anti-Beta Fund shares in Q2 2026, an estimated $109K.
AGF US Market Neutral Anti-Beta Fund made up 0.15% of First Bankers Trust's portfolio in Q2 2026, its #112 holding.
First Bankers Trust first reported a position in AGF US Market Neutral Anti-Beta Fund in Q3 2023 and has held it in 7 quarters since.
First Bankers Trust's AGF US Market Neutral Anti-Beta Fund position peaked at $497K in Q1 2026.
93 funds tracked by Wall St. Rank held AGF US Market Neutral Anti-Beta Fund as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.