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 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 $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

Guardian Wealth Advisors (North Carolina)'s FBT Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 2 shares worth $404. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in FBT as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in FBT in Q4 2021 and has held it in 16 quarters since. The position peaked at $548K in Q4 2021. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 2 shares of First Trust NYSE Arca Biotechnology Index Fund worth $404 as of Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #604 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2021 and has held it in 16 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $548K in Q4 2021.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.