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

HF Advisory Group’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	$315K	Buy	1,270 +60	+5%	+$12.9K	0.1%	150
2026 Q1	$243K	Sell	1,210 -227	-16%	-$47K	0.08%	154
2025 Q4	$297K	Buy	1,437 +62	+5%	+$12.4K	0.1%	146
2025 Q3	$247K	Buy	1,375 +99	+8%	+$16.9K	0.09%	152
2025 Q2	$206K	Buy	1,276 +5	+0.4%	+$796	0.08%	156
2025 Q1	$216K	Sell	1,271 -65	-5%	-$11.3K	0.09%	151
2024 Q4	$222K	Buy	1,336 +8	+0.6%	+$1.37K	0.1%	155
2024 Q3	$228K	Sell	1,328 -5	-0.4%	-$828	0.11%	152
2024 Q2	$205K	Buy	+1,333	New	+$200K	0.11%	160
2024 Q1	–	Sell	-1,813	Closed	-$287K	–	157
2023 Q4	$287K	Buy	1,813 +84	+5%	+$12.1K	0.18%	136
2023 Q3	$253K	Sell	1,729 -58	-3%	-$8.84K	0.19%	132
2023 Q2	$274K	Buy	1,787 +5	+0.3%	+$780	0.22%	120
2023 Q1	$276K	Sell	1,782 -54	-3%	-$8.48K	0.25%	117
2022 Q4	$283K	Buy	+1,836	New	+$271K	0.29%	107

Other funds holding FBT

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 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

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

Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

IWM

Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return

HF Advisory Group's FBT Position: Q2 2026 in Review

HF Advisory Group increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 5% in Q2 2026, buying an estimated $12.9K and bringing the position to 1,270 shares worth $315K. The position accounts for 0.1% of the portfolio, ranked #150.

HF Advisory Group first reported a position in FBT in Q4 2022 and has held it in 14 quarters since. 54 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

HF Advisory Group held 1,270 shares of First Trust NYSE Arca Biotechnology Index Fund worth $315K as of Q2 2026.
HF Advisory Group bought 60 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $12.9K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.1% of HF Advisory Group's portfolio in Q2 2026, its #150 holding.
HF Advisory Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2022 and has held it in 14 quarters since.
54 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

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