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

Harbor Investment 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	$152K	Hold	615	–	–	0.01%	467
2026 Q1	$124K	Hold	615	–	–	0.01%	475
2025 Q4	$127K	Hold	615	–	–	0.01%	477
2025 Q3	$110K	Hold	615	–	–	0.01%	479
2025 Q2	$99.2K	Hold	615	–	–	0.01%	492
2025 Q1	$105K	Sell	615 -50	-8%	-$8.68K	0.01%	464
2024 Q4	$111K	Hold	665	–	–	0.01%	436
2024 Q3	$114K	Hold	665	–	–	0.01%	431
2024 Q2	$102K	Hold	665	–	–	0.01%	435
2024 Q1	$102K	Hold	665	–	–	0.01%	443
2023 Q4	$105K	Hold	665	–	–	0.01%	412
2023 Q3	$97.3K	Hold	665	–	–	0.01%	404
2023 Q2	$102K	Hold	665	–	–	0.01%	495
2023 Q1	$103K	Hold	665	–	–	0.02%	488
2022 Q4	$102K	Hold	665	–	–	0.02%	487
2022 Q3	$88K	Hold	665	–	–	0.01%	504
2022 Q2	$90K	Sell	665 -75	-10%	-$10.3K	0.01%	528
2022 Q1	$110K	Sell	740 -950	-56%	-$141K	0.01%	510
2021 Q4	$274K	Sell	1,690 -25	-1%	-$4.04K	0.03%	312
2021 Q3	$285K	Hold	1,715	–	–	0.04%	297
2021 Q2	$296K	Sell	1,715 -100	-6%	-$16.5K	0.04%	295
2021 Q1	$291K	Hold	1,815	–	–	0.04%	278
2020 Q4	$305K	Hold	1,815	–	–	0.05%	244
2020 Q3	$285K	Hold	1,815	–	–	0.05%	223
2020 Q2	$305K	Hold	1,815	–	–	0.06%	207
2020 Q1	$238K	Hold	1,815	–	–	0.06%	209
2019 Q4	$270K	Buy	+1,815	New	+$249K	0.06%	217

Other funds holding FBT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Harbor Investment Advisory's FBT Position: Q2 2026 in Review

Harbor Investment Advisory held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 615 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #467.

Harbor Investment Advisory first reported a position in FBT in Q4 2019 and has held it in 27 quarters since. The position peaked at $305K in Q4 2020. 66 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Harbor Investment Advisory held 615 shares of First Trust NYSE Arca Biotechnology Index Fund worth $152K as of Q2 2026.
Harbor Investment 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 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #467 holding.
Harbor Investment Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 27 quarters since.
Harbor Investment Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $305K in Q4 2020.
66 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.