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

GoalVest 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	$1.11M	Hold	4,483	–	–	0.21%	62
2026 Q1	$900K	Sell	4,483 -180	-4%	-$37.2K	0.18%	83
2025 Q4	$963K	Hold	4,663	–	–	0.18%	84
2025 Q3	$836K	Hold	4,663	–	–	0.18%	79
2025 Q2	$752K	Hold	4,663	–	–	0.19%	76
2025 Q1	$793K	Sell	4,663 -44	-0.9%	-$7.64K	0.22%	74
2024 Q4	$782K	Hold	4,707	–	–	0.21%	77
2024 Q3	$809K	Sell	4,707 -450	-9%	-$74.5K	0.23%	72
2024 Q2	$794K	Hold	5,157	–	–	0.25%	67
2024 Q1	$793K	Buy	+5,157	New	+$786K	0.26%	67

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

GoalVest Advisory's FBT Position: Q2 2026 in Review

GoalVest Advisory held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 4,483 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #62.

GoalVest Advisory first reported a position in FBT in Q1 2024 and has held it in 10 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

GoalVest Advisory held 4,483 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.11M as of Q2 2026.
GoalVest Advisory left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.21% of GoalVest Advisory's portfolio in Q2 2026, its #62 holding.
GoalVest Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and has held it in 10 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.