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 Q3	$1.22M	Hold	4,483	–	–	0.21%	60
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return

GoalVest Advisory's FBT Position: Q3 2026 in Review

GoalVest Advisory held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q3 2026 at 4,483 shares worth $1.22M. The position accounts for 0.21% of the portfolio, ranked #60.

GoalVest Advisory first reported a position in FBT in Q1 2024 and has held it in 11 quarters since. 111 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

GoalVest Advisory held 4,483 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.22M as of Q3 2026.
GoalVest Advisory left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q3 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.21% of GoalVest Advisory's portfolio in Q3 2026, its #60 holding.
GoalVest Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2024 and has held it in 11 quarters since.
111 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.