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Juncture Wealth Strategies’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Juncture Wealth Strategies’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 		$2.71M Buy
10,948
+537
+5% +$116K 0.71% 36
2026
Q1 		$2.09M Sell
10,411
-216
-2% -$44.7K 0.7% 26
2025
Q4 		$2.19M Sell
10,627
-169
-2% -$33.8K 0.72% 23
2025
Q3 		$1.94M Sell
10,796
-277
-3% -$47.2K 0.65% 29
2025
Q2 		$1.79M Sell
11,073
-429
-4% -$68.3K 0.63% 30
2025
Q1 		$1.96M Buy
11,502
+184
+2% +$32K 0.76% 26
2024
Q4 		$1.88M Buy
11,318
+777
+7% +$133K 0.7% 25
2024
Q3 		$1.81M Buy
10,541
+182
+2% +$30.1K 0.7% 23
2024
Q2 		$1.6M Buy
10,359
+332
+3% +$49.8K 0.67% 27
2024
Q1 		$1.54M Buy
10,027
+746
+8% +$114K 0.66% 27
2023
Q4 		$1.47M Buy
9,281
+823
+10% +$118K 0.67% 31
2023
Q3 		$1.24M Buy
8,458
+393
+5% +$59.9K 0.61% 36
2023
Q2 		$1.24M Buy
8,065
+1,571
+24% +$245K 0.58% 33
2023
Q1 		$1.01M Buy
6,494
+84
+1% +$13.2K 0.5% 37
2022
Q4 		$988K Buy
6,410
+29
+0.5% +$4.28K 0.47% 38
2022
Q3 		$842K Buy
6,381
+941
+17% +$132K 0.42% 43
2022
Q2 		$737K Sell
5,440
-316
-5% -$43.6K 0.36% 49
2022
Q1 		$858K Buy
5,756
+903
+19% +$134K 0.41% 49
2021
Q4 		$786K Sell
4,853
-994
-17% -$161K 0.37% 58
2021
Q3 		$971K Buy
5,847
+853
+17% +$146K 0.51% 40
2021
Q2 		$863K Sell
4,994
-593
-11% -$97.9K 0.5% 47
2021
Q1 		$877K Sell
5,587
-1,332
-19% -$228K 0.55% 46
2020
Q4 		$1.16M Sell
6,919
-215
-3% -$34.9K 0.74% 33
2020
Q3 		$1.12M Sell
7,134
-73
-1% -$11.9K 0.78% 29
2020
Q2 		$1.21M Sell
7,207
-84
-1% -$13.2K 0.91% 24
2020
Q1 		$956K Sell
7,291
-148
-2% -$21.1K 0.88% 27
2019
Q4 		$1.11M Buy
7,439
+149
+2% +$20.5K 0.86% 35
2019
Q3 		$902K Sell
7,290
-1,060
-13% -$141K 0.79% 36
2019
Q2 		$1.18M Sell
8,350
-1,209
-13% -$167K 0.95% 34
2019
Q1 		$1.44M Sell
9,559
-6,495
-40% -$935K 1.11% 25
2018
Q4 		$1.99M Sell
16,054
-4,573
-22% -$625K 1.35% 21
2018
Q3 		$3.27M Buy
20,627
+463
+2% +$70.1K 1.71% 18
2018
Q2 		$2.82M Buy
20,164
+163
+0.8% +$22.4K 1.51% 19
2018
Q1 		$2.66M Buy
20,001
+141
+0.7% +$19.3K 1.48% 18
2017
Q4 		$2.47M Buy
19,860
+1,141
+6% +$141K 1.39% 19
2017
Q3 		$2.32M Sell
18,719
-1,528
-8% -$181K 1.3% 22
2017
Q2 		$2.31M Buy
20,247
+52
+0.3% +$5.59K 1.33% 23
2017
Q1 		$2.13M Buy
20,195
+1,202
+6% +$120K 1.31% 23
2016
Q4 		$1.73M Sell
18,993
-355
-2% -$33.2K 1.19% 25
2016
Q3 		$1.93M Buy
19,348
+565
+3% +$55.4K 1.3% 25
2016
Q2 		$1.68M Sell
18,783
-202
-1% -$18.6K 1.2% 26
2016
Q1 		$1.66M Buy
18,985
+9,359
+97% +$824K 1.23% 23
2015
Q4 		$1.09M Buy
9,626
+4,346
+82% +$468K 0.81% 27
2015
Q3 		$535K Buy
5,280
+791
+18% +$94.1K 0.43% 57
2015
Q2 		$557K Buy
4,489
+56
+1% +$6.76K 0.45% 53
2015
Q1 		$524K Sell
4,433
-5,707
-56% -$645K 0.43% 54
2014
Q4 		$1.04M Buy
+10,140
New +$990K 0.5% 48

Other funds holding FBT

Wealth Enhancement Advisory Services
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
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
RA
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
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

Juncture Wealth Strategies's FBT Position: Q2 2026 in Review

Juncture Wealth Strategies increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 5.2% in Q2 2026, buying an estimated $116K and bringing the position to 10,948 shares worth $2.71M. The position accounts for 0.71% of the portfolio, ranked #36.

Juncture Wealth Strategies first reported a position in FBT in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.27M in Q3 2018. 51 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Juncture Wealth Strategies held 10,948 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.71M as of Q2 2026.
  • Juncture Wealth Strategies bought 537 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $116K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.71% of Juncture Wealth Strategies's portfolio in Q2 2026, its #36 holding.
  • Juncture Wealth Strategies first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2014 and has held it in 47 quarters since.
  • Juncture Wealth Strategies's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.27M in Q3 2018.
  • 51 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.