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 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 $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

Garden State Investment Advisory Services's FBT Position: Q1 2026 in Review

Garden State Investment Advisory Services opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 2,560 shares worth $514K. The stake represents 0.11% of the portfolio and ranks #149 among its holdings. This is a return to the name: Garden State Investment Advisory Services previously reported a position in FBT as recently as Q3 2024.

Garden State Investment Advisory Services first reported a position in FBT in Q2 2023 and has held it in 3 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Garden State Investment Advisory Services held 2,560 shares of First Trust NYSE Arca Biotechnology Index Fund worth $514K as of Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Garden State Investment Advisory Services position in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.11% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #149 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 3 quarters since.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.