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

Kestra Private Wealth 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 		$2.08M Buy
8,390
+100
+1% +$21.5K 0.02% 578
2026
Q1 		$1.66M Sell
8,290
-629
-7% -$130K 0.02% 616
2025
Q4 		$1.84M Buy
8,919
+53
+0.6% +$10.6K 0.02% 568
2025
Q3 		$1.59M Sell
8,866
-118
-1% -$20.1K 0.02% 607
2025
Q2 		$1.45M Buy
8,984
+260
+3% +$41.4K 0.02% 600
2025
Q1 		$1.48M Buy
8,724
+268
+3% +$46.5K 0.02% 544
2024
Q4 		$1.41M Sell
8,456
-388
-4% -$66.3K 0.02% 532
2024
Q3 		$1.52M Sell
8,844
-640
-7% -$106K 0.03% 492
2024
Q2 		$1.46M Buy
9,484
+100
+1% +$15K 0.03% 470
2024
Q1 		$1.44M Sell
9,384
-391
-4% -$59.6K 0.03% 461
2023
Q4 		$1.54M Sell
9,775
-611
-6% -$87.8K 0.04% 422
2023
Q3 		$1.52M Buy
10,386
+254
+3% +$38.7K 0.05% 367
2023
Q2 		$1.55M Buy
10,132
+191
+2% +$29.8K 0.05% 347
2023
Q1 		$1.54M Buy
9,941
+30
+0.3% +$4.71K 0.06% 317
2022
Q4 		$1.53M Sell
9,911
-55
-0.6% -$8.11K 0.08% 283
2022
Q3 		$1.31M Buy
9,966
+137
+1% +$19.2K 0.08% 286
2022
Q2 		$1.33M Sell
9,829
-394
-4% -$54.3K 0.08% 292
2022
Q1 		$1.52M Sell
10,223
-4,659
-31% -$689K 0.08% 274
2021
Q4 		$2.41M Sell
14,882
-252
-2% -$40.7K 0.12% 186
2021
Q3 		$2.51M Sell
15,134
-205
-1% -$35K 0.14% 164
2021
Q2 		$2.65M Sell
15,339
-3,624
-19% -$599K 0.16% 143
2021
Q1 		$3.04M Buy
18,963
+870
+5% +$149K 0.21% 114
2020
Q4 		$3.06M Sell
18,093
-875
-5% -$142K 0.23% 110
2020
Q3 		$2.96M Buy
+18,968
New +$3.1M 0.26% 94

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 Private Wealth Services's FBT Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 1.2% in Q2 2026, buying an estimated $21.5K and bringing the position to 8,390 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #578.

Kestra Private Wealth Services first reported a position in FBT in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.06M in Q4 2020. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Kestra Private Wealth Services held 8,390 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.08M as of Q2 2026.
  • Kestra Private Wealth Services bought 100 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $21.5K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #578 holding.
  • Kestra Private Wealth 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 Private Wealth Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $3.06M in Q4 2020.
  • 340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

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