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Kestra Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Kestra Investment Management’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 		$278K Buy
+1,121
New +$241K 0.01% 433
2025
Q1 		– Sell
-39
Closed -$6.49K – 1059
2024
Q4 		$6.49K Buy
+39
New +$6.66K ﹤0.01% 875

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

Kestra Investment Management's FBT Position: Q2 2026 in Review

Kestra Investment Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 1,121 shares worth $278K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in FBT as recently as Q4 2024.

Kestra Investment Management first reported a position in FBT in Q4 2024 and has held it in 2 quarters since. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Kestra Investment Management held 1,121 shares of First Trust NYSE Arca Biotechnology Index Fund worth $278K as of Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Kestra Investment Management position in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #433 holding.
  • Kestra Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 2 quarters since.
  • 340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.