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Independent Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Independent Financial 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 		$585K Sell
2,361
-203
-8% -$43.7K 0.01% 923
2026
Q1 		$515K Sell
2,564
-252
-9% -$52.1K 0.01% 921
2025
Q4 		$582K Buy
2,816
+342
+14% +$68.3K 0.01% 828
2025
Q3 		$444K Buy
2,474
+73
+3% +$12.4K 0.01% 912
2025
Q2 		$387K Buy
2,401
+112
+5% +$17.8K 0.01% 897
2025
Q1 		$389K Buy
2,289
+169
+8% +$29.4K 0.01% 809
2024
Q4 		$352K Buy
2,120
+250
+13% +$42.7K 0.01% 840
2024
Q3 		$322K Hold
1,870
– – 0.01% 849
2024
Q2 		$288K Buy
1,870
+63
+3% +$9.45K 0.01% 854
2024
Q1 		$278K Buy
1,807
+34
+2% +$5.18K 0.01% 817
2023
Q4 		$280K Sell
1,773
-23
-1% -$3.3K 0.02% 750
2023
Q3 		$263K Buy
1,796
+260
+17% +$39.6K 0.02% 713
2023
Q2 		$235K Hold
1,536
– – 0.02% 756
2023
Q1 		$238K Sell
1,536
-29
-2% -$4.55K 0.02% 706
2022
Q4 		$241K Buy
1,565
+15
+1% +$2.21K 0.02% 649
2022
Q3 		$205K Buy
1,550
+39
+3% +$5.47K 0.02% 665
2022
Q2 		$205K Sell
1,511
-61
-4% -$8.41K 0.02% 634
2022
Q1 		$234K Buy
1,572
+185
+13% +$27.4K 0.02% 694
2021
Q4 		$225K Sell
1,387
-164
-11% -$26.5K 0.02% 691
2021
Q3 		$258K Buy
1,551
+47
+3% +$8.03K 0.03% 577
2021
Q2 		$260K Buy
+1,504
New +$248K 0.03% 577

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Independent Financial Group's FBT Position: Q2 2026 in Review

Independent Financial Group reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 7.9% in Q2 2026, selling an estimated $43.7K and leaving 2,361 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #923.

Independent Financial Group first reported a position in FBT in Q2 2021 and has held it in 21 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Independent Financial Group held 2,361 shares of First Trust NYSE Arca Biotechnology Index Fund worth $585K as of Q2 2026.
  • Independent Financial Group sold 203 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $43.7K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #923 holding.
  • Independent Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2021 and has held it in 21 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.