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

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return