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

Fortis 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
Q2 		$453K Buy
1,826
+315
+21% +$67.8K 0.05% 259
2026
Q1 		$303K Buy
1,511
+123
+9% +$25.4K 0.04% 300
2025
Q4 		$287K Buy
+1,388
New +$277K 0.04% 252

Other funds holding FBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Fortis Capital Advisors's FBT Position: Q2 2026 in Review

Fortis Capital Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 21% in Q2 2026, buying an estimated $67.8K and bringing the position to 1,826 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #259.

Fortis Capital Advisors first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Fortis Capital Advisors held 1,826 shares of First Trust NYSE Arca Biotechnology Index Fund worth $453K as of Q2 2026.
  • Fortis Capital Advisors bought 315 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $67.8K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.05% of Fortis Capital Advisors's portfolio in Q2 2026, its #259 holding.
  • Fortis Capital Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.