Formidable Asset Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Formidable Asset Management’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	$457K	Buy	2,278 +589	+35%	+$127K	0.07%	244
2026 Q1	$349K	Buy	1,689 +477	+39%	+$98.7K	0.05%	290
2025 Q4	$217K	Buy	+1,212	New	+$242K	0.03%	370
2024 Q2	–	Sell	-1,078	Closed	-$166K	–	407
2024 Q1	$166K	Buy	+1,078	New	+$164K	0.03%	341
2023 Q1	–	Sell	-1,314	Closed	-$203K	–	326
2022 Q4	$203K	Buy	+1,314	New	+$194K	0.05%	278
2022 Q1	–	Sell	-1,314	Closed	-$209K	–	351
2021 Q4	$209K	Hold	1,314	–	–	0.04%	288
2021 Q3	$218K	Sell	1,314 -85	-6%	-$14.5K	0.04%	313
2021 Q2	$232K	Buy	+1,399	New	+$231K	0.05%	271
2021 Q1	–	Sell	-1,399	Closed	-$235K	–	309
2020 Q4	$235K	Hold	1,399	–	–	0.05%	235
2020 Q3	$216K	Hold	1,399	–	–	0.06%	216
2020 Q2	$246K	Buy	+1,399	New	+$220K	0.07%	202

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

Formidable Asset Management's FBT Position: Q2 2026 in Review

Formidable Asset Management increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 35% in Q2 2026, buying an estimated $127K and bringing the position to 2,278 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #244.

Formidable Asset Management first reported a position in FBT in Q2 2020 and has held it in 11 quarters since. 66 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Formidable Asset Management held 2,278 shares of First Trust NYSE Arca Biotechnology Index Fund worth $457K as of Q2 2026.
Formidable Asset Management bought 589 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $127K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.07% of Formidable Asset Management's portfolio in Q2 2026, its #244 holding.
Formidable Asset Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2020 and has held it in 11 quarters since.
66 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.