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Independent Advisor Alliance’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Independent Advisor Alliance’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 		$227K Buy
+1,131
New +$234K ﹤0.01% 1444
2025
Q4 		– Sell
-29,611
Closed -$5.31M – 1022
2025
Q3 		$5.31M Buy
29,611
+1,369
+5% +$233K 0.14% 119
2025
Q2 		$4.56M Buy
28,242
+4,152
+17% +$661K 0.13% 124
2025
Q1 		$4.1M Sell
24,090
-8,343
-26% -$1.45M 0.14% 135
2024
Q4 		$5.39M Buy
32,433
+5,481
+20% +$937K 0.07% 255
2024
Q3 		$4.63M Sell
26,952
-1,466
-5% -$243K 0.17% 106
2024
Q2 		$4.38M Buy
28,418
+1,394
+5% +$209K 0.15% 118
2024
Q1 		$4.16M Buy
27,024
+1,131
+4% +$172K 0.15% 120
2023
Q4 		$4.09M Buy
25,893
+164
+0.6% +$23.6K 0.15% 120
2023
Q3 		$3.77M Buy
25,729
+1,284
+5% +$196K 0.17% 111
2023
Q2 		$3.74M Buy
24,445
+1,932
+9% +$301K 0.16% 117
2023
Q1 		$3.49M Buy
22,513
+3,007
+15% +$472K 0.17% 116
2022
Q4 		$3.01M Buy
19,506
+3,905
+25% +$576K 1.03% 13
2022
Q3 		$2.06M Buy
15,601
+299
+2% +$42K 0.12% 165
2022
Q2 		$2.07M Buy
15,302
+2,493
+19% +$344K 0.12% 159
2022
Q1 		$1.91M Buy
+12,809
New +$1.89M 0.09% 191
2021
Q1 		– Sell
-5,932
Closed -$997K – 610
2020
Q4 		$997K Buy
+5,932
New +$962K 0.07% 215
2020
Q1 		– Sell
-17,744
Closed -$2.64M – 529
2019
Q4 		$2.64M Buy
+17,744
New +$2.44M 0.12% 195
2019
Q1 		– Sell
-1,809
Closed -$255K – 450
2018
Q4 		$255K Buy
+1,809
New +$247K 0.05% 320

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
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

Independent Advisor Alliance's FBT Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 1,131 shares worth $227K. The stake represents ﹤0.01% of the portfolio and ranks #1444 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in FBT as recently as Q3 2025.

Independent Advisor Alliance first reported a position in FBT in Q4 2018 and has held it in 19 quarters since. The position peaked at $5.39M in Q4 2024. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Independent Advisor Alliance held 1,131 shares of First Trust NYSE Arca Biotechnology Index Fund worth $227K as of Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Independent Advisor Alliance position in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1444 holding.
  • Independent Advisor Alliance first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2018 and has held it in 19 quarters since.
  • Independent Advisor Alliance's First Trust NYSE Arca Biotechnology Index Fund position peaked at $5.39M in Q4 2024.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.