Founders Financial Securities’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Founders Financial Securities’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 Q1	–	Sell	-1,184	Closed	-$245K	–	551
2025 Q4	$245K	Buy	+1,184	New	+$237K	0.01%	514
2019 Q3	–	Sell	-5,590	Closed	-$787K	–	133
2019 Q2	$787K	Buy	5,590 +502	+10%	+$69.3K	0.26%	62
2019 Q1	$768K	Buy	5,088 +2,432	+92%	+$350K	0.24%	68
2018 Q4	$330K	Sell	2,656 -1,861	-41%	-$254K	0.12%	84
2018 Q3	$716K	Buy	+4,517	New	+$684K	0.2%	76
2016 Q1	–	Sell	-3,814	Closed	-$431K	–	67
2015 Q4	$431K	Buy	+3,814	New	+$411K	0.2%	47
2015 Q3	–	Sell	-6,371	Closed	-$790K	–	72
2015 Q2	$790K	Buy	6,371 +204	+3%	+$24.6K	0.39%	34
2015 Q1	$729K	Buy	6,167 +345	+6%	+$39K	0.38%	40
2014 Q4	$594K	Sell	5,822 -1,724	-23%	-$168K	0.36%	38
2014 Q3	$693K	Sell	7,546 -137	-2%	-$11.9K	0.45%	36
2014 Q2	$633K	Sell	7,683 -505	-6%	-$38.6K	0.42%	37
2014 Q1	$628	Sell	8,188 -354	-4%	-$27.6K	0.42%	38
2013 Q4	$591K	Buy	+8,542	New	+$560K	0.5%	39

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Founders Financial Securities's FBT Position: Q1 2026 in Review

Founders Financial Securities sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 1,184 shares — an estimated $245K sold.

Founders Financial Securities first reported a position in FBT in Q4 2013 and held it in 13 quarters. The position peaked at $790K in Q2 2015. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Founders Financial Securities reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 1,184 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $245K.
Founders Financial Securities first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2013 and held it in 13 quarters.
Founders Financial Securities's First Trust NYSE Arca Biotechnology Index Fund position peaked at $790K in Q2 2015.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.