First Heartland Consultants’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

First Heartland Consultants’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	$816K	Buy	3,292 +191	+6%	+$41.1K	0.05%	246
2026 Q1	$623K	Sell	3,101 -139	-4%	-$28.8K	0.05%	259
2025 Q4	$669K	Buy	3,240 +165	+5%	+$33K	0.05%	237
2025 Q3	$551K	Hold	3,075	–	–	0.04%	266
2025 Q2	$496K	Sell	3,075 -309	-9%	-$49.2K	0.04%	272
2025 Q1	$576K	Hold	3,384	–	–	0.06%	214
2024 Q4	$562K	Sell	3,384 -189	-5%	-$32.3K	0.06%	218
2024 Q3	$614K	Sell	3,573 -652	-15%	-$108K	0.07%	203
2024 Q2	$651	Sell	4,225 -569	-12%	-$85.4K	0.05%	222
2024 Q1	$737K	Hold	4,794	–	–	0.08%	198
2023 Q4	$758K	Sell	4,794 -476	-9%	-$68.4K	0.09%	168
2023 Q3	$771K	Sell	5,270 -85	-2%	-$13K	0.1%	162
2023 Q2	$820K	Sell	5,355 -26	-0.5%	-$4.05K	0.11%	157
2023 Q1	$834K	Sell	5,381 -273	-5%	-$42.9K	0.13%	150
2022 Q4	$871K	Sell	5,654 -56	-1%	-$8.26K	0.14%	137
2022 Q3	$753	Sell	5,710 -360	-6%	-$50.5K	0.06%	145
2022 Q2	$822K	Sell	6,070 -134	-2%	-$18.5K	0.13%	135
2022 Q1	$925K	Sell	6,204 -2,040	-25%	-$302K	0.14%	125
2021 Q4	$1.33K	Sell	8,244 -2,119	-20%	-$343K	0.05%	96
2021 Q3	$1.72M	Sell	10,363 -8,074	-44%	-$1.38M	0.26%	91
2021 Q2	$3.18M	Sell	18,437 -358	-2%	-$59.1K	0.48%	54
2021 Q1	$3.02M	Sell	18,795 -1,236	-6%	-$212K	0.48%	55
2020 Q4	$3.37M	Buy	20,031 +1,424	+8%	+$231K	0.56%	45
2020 Q3	$2.93M	Buy	18,607 +1,742	+10%	+$285K	0.55%	43
2020 Q2	$2.83M	Buy	16,865 +14,158	+523%	+$2.22M	0.56%	46
2020 Q1	$355K	Buy	+2,707	New	+$386K	0.09%	161
2019 Q4	–	Sell	-4,006	Closed	-$496K	–	299
2019 Q3	$496K	Buy	4,006 +371	+10%	+$49.4K	0.11%	156
2019 Q2	$512K	Buy	3,635 +1,203	+49%	+$166K	0.12%	149
2019 Q1	$367K	Buy	+2,432	New	+$350K	0.1%	178
2016 Q4	–	Sell	-16,051	Closed	-$1.6M	–	332
2016 Q3	$1.6M	Buy	16,051 +10,717	+201%	+$1.05M	0.46%	51
2016 Q2	$477	Sell	5,334 -2,342	-31%	-$215K	0.05%	159
2016 Q1	$672K	Sell	7,676 -14,093	-65%	-$1.24M	0.26%	105
2015 Q4	$2.46M	Sell	21,769 -3,389	-13%	-$365K	0.93%	19
2015 Q3	$2.55M	Buy	25,158 +905	+4%	+$108K	1.06%	16
2015 Q2	$3.01K	Buy	24,253 +45	+0.2%	+$5.43K	0.82%	19
2015 Q1	$2.86M	Buy	24,208 +1,244	+5%	+$141K	1.09%	15
2014 Q4	$2.34M	Sell	22,964 -614	-3%	-$60K	0.97%	18
2014 Q3	$2.16M	Buy	23,578 +1,225	+5%	+$106K	0.95%	20
2014 Q2	$1.84M	Buy	22,353 +2,292	+11%	+$175K	0.83%	30
2014 Q1	$1.54M	Buy	20,061 +1,340	+7%	+$105K	0.76%	30
2013 Q4	$1.29M	Buy	18,721 +7,098	+61%	+$466K	0.73%	36
2013 Q3	$769K	Buy	11,623 +5,533	+91%	+$350K	0.46%	61
2013 Q2	$354K	Buy	+6,090	New	+$348K	0.21%	130

Other funds holding FBT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JWS

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

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

First Heartland Consultants's FBT Position: Q2 2026 in Review

First Heartland Consultants increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 6.2% in Q2 2026, buying an estimated $41.1K and bringing the position to 3,292 shares worth $816K. The position accounts for 0.05% of the portfolio, ranked #246.

First Heartland Consultants first reported a position in FBT in Q2 2013 and has held it in 43 quarters since. The position peaked at $3.37M in Q4 2020. 64 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

First Heartland Consultants held 3,292 shares of First Trust NYSE Arca Biotechnology Index Fund worth $816K as of Q2 2026.
First Heartland Consultants bought 191 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $41.1K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #246 holding.
First Heartland Consultants first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2013 and has held it in 43 quarters since.
First Heartland Consultants's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.37M in Q4 2020.
64 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.