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Nearside Advisors, LLC’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Nearside Advisors, LLC’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
Q3 		$2.07M Buy
+7,599
New +$1.97M 1.48% 15

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Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return
WWMP
Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania $128M AUM 17.98% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Nearside Advisors, LLC's FBT Position: Q3 2026 in Review

Nearside Advisors, LLC opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2026: 7,599 shares worth $2.07M. The stake represents 1.48% of the portfolio and ranks #15 among its holdings.

75 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Nearside Advisors, LLC held 7,599 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.07M as of Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Nearside Advisors, LLC position in Q3 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 1.48% of Nearside Advisors, LLC's portfolio in Q3 2026, its #15 holding.
  • 75 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Nearside Advisors, LLC's 13F filing for Q3 2026, filed 20 Oct 2026.