Guardian Wealth Advisors (North Carolina)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	–	Sell	-2	Closed	-$404	–	434
2026 Q1	$404	Buy	+2	New	+$414	﹤0.01%	604
2025 Q3	–	Sell	-2	Closed	-$325	–	404
2025 Q2	$325	Hold	2	–	–	﹤0.01%	544
2025 Q1	$343	Hold	2	–	–	﹤0.01%	523
2024 Q4	$335	Hold	2	–	–	﹤0.01%	505
2024 Q3	$344	Hold	2	–	–	﹤0.01%	443
2024 Q2	$308	Hold	2	–	–	﹤0.01%	431
2024 Q1	$308	Hold	2	–	–	﹤0.01%	447
2023 Q4	$316	Hold	2	–	–	﹤0.01%	433
2023 Q3	$293	Sell	2 -36	-95%	-$5.49K	﹤0.01%	414
2023 Q2	$5.82K	Hold	38	–	–	﹤0.01%	357
2023 Q1	$5.89K	Hold	38	–	–	﹤0.01%	355
2022 Q4	$5.86K	Sell	38 -2	-5%	-$295	﹤0.01%	330
2022 Q3	$5K	Hold	40	–	–	﹤0.01%	308
2022 Q2	$5K	Sell	40 -1	-2%	-$138	﹤0.01%	310
2022 Q1	$6K	Sell	41 -3,343	-99%	-$495K	﹤0.01%	222
2021 Q4	$548K	Buy	+3,384	New	+$547K	0.24%	80

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

Guardian Wealth Advisors (North Carolina)'s FBT Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026, closing a stake of 2 shares — an estimated $404 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in FBT in Q4 2021 and held it in 16 quarters. The position peaked at $548K in Q4 2021. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 2 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $404.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and held it in 16 quarters.
Guardian Wealth Advisors (North Carolina)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $548K in Q4 2021.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.