Garden State Investment Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Garden State Investment Advisory Services’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	$922K	Buy	3,721 +1,161	+45%	+$250K	0.17%	116
2026 Q1	$514K	Buy	+2,560	New	+$530K	0.11%	149
2024 Q4	–	Sell	-26,137	Closed	-$473K	–	283
2024 Q3	$473K	Buy	+26,137	New	+$4.33M	0.15%	122
2023 Q3	–	Sell	-1,674	Closed	-$256K	–	226
2023 Q2	$256K	Buy	+1,674	New	+$261K	0.1%	161

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Garden State Investment Advisory Services's FBT Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 45% in Q2 2026, buying an estimated $250K and bringing the position to 3,721 shares worth $922K. The position accounts for 0.17% of the portfolio, ranked #116.

Garden State Investment Advisory Services first reported a position in FBT in Q2 2023 and has held it in 4 quarters since. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Garden State Investment Advisory Services held 3,721 shares of First Trust NYSE Arca Biotechnology Index Fund worth $922K as of Q2 2026.
Garden State Investment Advisory Services bought 1,161 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $250K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.17% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #116 holding.
Garden State Investment Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and has held it in 4 quarters since.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.