Gladstone Institutional Advisory’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Gladstone Institutional Advisory’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	$587K	Buy	+2,920	New	+$604K	0.02%	508
2024 Q4	–	Sell	-1,474	Closed	-$253K	–	710
2024 Q3	$253K	Sell	1,474 -407	-22%	-$67.4K	0.01%	604
2024 Q2	$290K	Sell	1,881 -702	-27%	-$105K	0.02%	550
2024 Q1	$397K	Sell	2,583 -1,026	-28%	-$156K	0.02%	467
2023 Q4	$570K	Sell	3,609 -1,089	-23%	-$156K	0.03%	393
2023 Q3	$688K	Buy	4,698 +155	+3%	+$23.6K	0.04%	335
2023 Q2	$696K	Buy	4,543 +263	+6%	+$41K	0.04%	340
2023 Q1	$664K	Sell	4,280 -530	-11%	-$83.2K	0.04%	352
2022 Q4	$741K	Sell	4,810 -9,502	-66%	-$1.4M	0.05%	327
2022 Q3	$1.89M	Buy	14,312 +3,801	+36%	+$533K	0.15%	176
2022 Q2	$1.43M	Buy	10,511 +5,036	+92%	+$694K	0.11%	211
2022 Q1	$817K	Sell	5,475 -10,758	-66%	-$1.59M	0.06%	337
2021 Q4	$2.63M	Buy	16,233 +376	+2%	+$60.8K	0.2%	135
2021 Q3	$2.63M	Buy	15,857 +514	+3%	+$87.8K	0.26%	110
2021 Q2	$2.65M	Buy	15,343 +1,935	+14%	+$320K	0.31%	84
2021 Q1	$2.15M	Buy	13,408 +6,589	+97%	+$1.13M	0.33%	73
2020 Q4	$1.15M	Buy	+6,819	New	+$1.11M	0.23%	98
2020 Q3	–	Sell	-7,942	Closed	-$1.33M	–	281
2020 Q2	$1.33M	Buy	7,942 +5,902	+289%	+$926K	0.34%	69
2020 Q1	$267K	Buy	2,040 +509	+33%	+$72.5K	0.07%	208
2019 Q4	$228K	Buy	+1,531	New	+$210K	0.06%	237

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

Gladstone Institutional Advisory's FBT Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 2,920 shares worth $587K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings. This is a return to the name: Gladstone Institutional Advisory previously reported a position in FBT as recently as Q3 2024.

Gladstone Institutional Advisory first reported a position in FBT in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.65M in Q2 2021. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Gladstone Institutional Advisory held 2,920 shares of First Trust NYSE Arca Biotechnology Index Fund worth $587K as of Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Gladstone Institutional Advisory position in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #508 holding.
Gladstone Institutional Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 20 quarters since.
Gladstone Institutional Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.65M in Q2 2021.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.