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 Q2	$704K	Sell	2,840 -80	-3%	-$17.2K	0.02%	499
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 $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

Gladstone Institutional Advisory's FBT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 2.7% in Q2 2026, selling an estimated $17.2K and leaving 2,840 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #499.

Gladstone Institutional Advisory first reported a position in FBT in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.65M in Q2 2021. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Gladstone Institutional Advisory held 2,840 shares of First Trust NYSE Arca Biotechnology Index Fund worth $704K as of Q2 2026.
Gladstone Institutional Advisory sold 80 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $17.2K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #499 holding.
Gladstone Institutional Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 21 quarters since.
Gladstone Institutional Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.65M in Q2 2021.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.