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 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%	-$47.5K	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

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

IFG Advisory's FBT Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 3,200 shares worth $793K. The stake represents 0.03% of the portfolio and ranks #477 among its holdings. This is a return to the name: IFG Advisory previously reported a position in FBT as recently as Q4 2025.

IFG Advisory first reported a position in FBT in Q3 2019 and has held it in 24 quarters since. The position peaked at $1.33M in Q4 2020. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

IFG Advisory held 3,200 shares of First Trust NYSE Arca Biotechnology Index Fund worth $793K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new IFG Advisory position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #477 holding.
IFG Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2019 and has held it in 24 quarters since.
IFG Advisory's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.33M in Q4 2020.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.