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 Q3	$8.91M	Buy	32,708 +12,182	+59%	+$3.17M	0.03%	612
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	$1.8M	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	$6.36M	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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Kestra Advisory Services's FBT Position: Q3 2026 in Review

Kestra Advisory Services increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 59% in Q3 2026, buying an estimated $3.17M and bringing the position to 32,708 shares worth $8.91M. The position accounts for 0.03% of the portfolio, ranked #612.

Kestra Advisory Services first reported a position in FBT in Q3 2020 and has held it in 25 quarters since. 146 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

Kestra Advisory Services held 32,708 shares of First Trust NYSE Arca Biotechnology Index Fund worth $8.91M as of Q3 2026.
Kestra Advisory Services bought 12,182 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $3.17M.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Kestra Advisory Services's portfolio in Q3 2026, its #612 holding.
Kestra Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q3 2020 and has held it in 25 quarters since.
146 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.