Kapstone Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Kapstone Financial Advisors’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	$207K	Buy	+834	New	+$180K	0.09%	161

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

Kapstone Financial Advisors's FBT Position: Q2 2026 in Review

Kapstone Financial Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 834 shares worth $207K. The stake represents 0.09% of the portfolio and ranks #161 among its holdings.

339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Kapstone Financial Advisors held 834 shares of First Trust NYSE Arca Biotechnology Index Fund worth $207K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Kapstone Financial Advisors position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #161 holding.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.