Kestra Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Kestra Advisory Services’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	$5.09M	Sell	20,526 -1,765	-8%	-$380K	0.02%	838
2026 Q1	$4.48M	Sell	22,291 -7,986	-26%	-$1.65M	0.02%	856
2025 Q4	$6.25M	Buy	30,277 +12,344	+69%	+$2.47M	0.03%	606
2025 Q3	$3.22M	Buy	17,933 +1,647	+10%	+$280K	0.01%	919
2025 Q2	$2.63M	Sell	16,286 -335	-2%	-$53.4K	0.01%	939
2025 Q1	$2.83M	Sell	16,621 -2,570	-13%	-$446K	0.01%	827
2024 Q4	$3.19M	Buy	19,191 +8,669	+82%	+$1.48M	0.02%	772
2024 Q3	$1.81M	Sell	10,522 -547	-5%	-$90.5K	0.01%	1000
2024 Q2	$1.7M	Sell	11,069 -8,354	-43%	-$1.25M	0.01%	1043
2024 Q1	$2.99M	Buy	19,423 +4,694	+32%	+$716K	0.02%	708
2023 Q4	$2.33M	Sell	14,729 -1,818	-11%	-$261K	0.02%	733
2023 Q3	$2.42M	Buy	16,547 +680	+4%	+$104K	0.02%	624
2023 Q2	$2.43M	Sell	15,867 -971	-6%	-$151K	0.02%	606
2023 Q1	$2.61M	Buy	16,838 +252	+2%	+$39.6K	0.03%	554
2022 Q4	$2.56M	Buy	16,586 +3,369	+25%	+$497K	0.02%	646
2022 Q3	$1.74M	Sell	13,217 -28	-0.2%	-$3.93K	0.02%	726
2022 Q2	$1.79M	Sell	13,245 -2,394	-15%	-$330K	0.02%	713
2022 Q1	$2.33M	Sell	15,639 -5,194	-25%	-$768K	0.02%	620
2021 Q4	$3.37M	Sell	20,833 -1,809	-8%	-$293K	0.03%	497
2021 Q3	$3.76M	Sell	22,642 -14,232	-39%	-$2.43M	0.04%	482
2021 Q2	$6.37M	Sell	36,874 -3,425	-8%	-$566K	0.07%	304
2021 Q1	$6.47M	Sell	40,299 -9,755	-19%	-$1.67M	0.08%	276
2020 Q4	$8.47M	Buy	50,054 +6,902	+16%	+$1.12M	0.1%	231
2020 Q3	$6.8M	Buy	+43,152	New	+$7.05M	0.13%	193

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

Kestra Advisory Services's FBT Position: Q2 2026 in Review

Kestra Advisory Services reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 7.9% in Q2 2026, selling an estimated $380K and leaving 20,526 shares worth $5.09M. The position accounts for 0.02% of the portfolio, ranked #838.

Kestra Advisory Services first reported a position in FBT in Q3 2020 and has held it in 24 quarters since. The position peaked at $8.47M in Q4 2020. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Kestra Advisory Services held 20,526 shares of First Trust NYSE Arca Biotechnology Index Fund worth $5.09M as of Q2 2026.
Kestra Advisory Services sold 1,765 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $380K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #838 holding.
Kestra Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $8.47M in Q4 2020.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.