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

IFG 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	$862K	Sell	3,167 -33	-1%	-$8.58K	0.03%	470
2026 Q2	$793K	Buy	+3,200	New	+$689K	0.03%	477
2026 Q1	–	Sell	-3,192	Closed	-$659K	–	492
2025 Q4	$659K	Buy	3,192 +490	+18%	+$97.9K	0.03%	446
2025 Q3	$484K	Buy	2,702 +39	+1%	+$6.64K	0.02%	499
2025 Q2	$430K	Buy	2,663 +343	+15%	+$54.6K	0.02%	500
2025 Q1	$395K	Buy	2,320 +6	+0.3%	+$1.04K	0.02%	489
2024 Q4	$385K	Buy	+2,314	New	+$395K	0.02%	477
2024 Q3	–	Sell	-2,295	Closed	-$353K	–	456
2024 Q2	$353K	Buy	+2,295	New	+$344K	0.02%	472
2024 Q1	–	Sell	-2,762	Closed	-$437K	–	433
2023 Q4	$437K	Sell	2,762 -331	-11%	-$47.6K	0.03%	386
2023 Q3	$453K	Buy	+3,093	New	+$471K	0.04%	362
2023 Q2	–	Sell	-3,767	Closed	-$584K	–	371
2023 Q1	$584K	Sell	3,767 -1,090	-22%	-$171K	0.05%	290
2022 Q4	$748K	Buy	4,857 +2,527	+108%	+$373K	0.07%	248
2022 Q3	$307K	Buy	2,330 +143	+7%	+$20.1K	0.03%	410
2022 Q2	$298K	Sell	2,187 -1,340	-38%	-$185K	0.03%	381
2022 Q1	$526K	Sell	3,527 -2,608	-43%	-$386K	0.05%	300
2021 Q4	$993K	Buy	6,135 +397	+7%	+$64.2K	0.1%	203
2021 Q3	$952K	Buy	5,738 +323	+6%	+$55.2K	0.1%	202
2021 Q2	$934K	Sell	5,415 -665	-11%	-$110K	0.1%	208
2021 Q1	$975K	Sell	6,080 -1,818	-23%	-$311K	0.12%	190
2020 Q4	$1.33M	Buy	7,898 +729	+10%	+$118K	0.18%	140
2020 Q3	$1.13M	Buy	7,169 +1,601	+29%	+$262K	0.18%	132
2020 Q2	$934K	Buy	5,568 +1,777	+47%	+$279K	0.17%	144
2020 Q1	$497K	Buy	3,791 +66	+2%	+$9.4K	0.11%	194
2019 Q4	$553K	Sell	3,725 -311	-8%	-$42.7K	0.1%	218
2019 Q3	$499K	Buy	+4,036	New	+$537K	0.1%	234

Other funds holding FBT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.38B AUM 24% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

IFG Advisory's FBT Position: Q3 2026 in Review

IFG Advisory reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1% in Q3 2026, selling an estimated $8.58K and leaving 3,167 shares worth $862K. The position accounts for 0.03% of the portfolio, ranked #470.

IFG Advisory first reported a position in FBT in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.33M in Q4 2020. 219 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

IFG Advisory held 3,167 shares of First Trust NYSE Arca Biotechnology Index Fund worth $862K as of Q3 2026.
IFG Advisory sold 33 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $8.58K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of IFG Advisory's portfolio in Q3 2026, its #470 holding.
IFG Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2019 and has held it in 25 quarters since.
IFG Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.33M in Q4 2020.
219 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.