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

Kovack 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
Q1 		$1.23M Buy
6,064
+4,452
+276% +$921K 0.07% 300
2025
Q4 		$333K Buy
1,612
+94
+6% +$18.8K 0.02% 730
2025
Q3 		$272K Sell
1,518
-50
-3% -$8.52K 0.03% 497
2025
Q2 		$253K Sell
1,568
-50
-3% -$7.96K 0.02% 507
2025
Q1 		$275K Buy
1,618
+59
+4% +$10.2K 0.03% 449
2024
Q4 		$259K Buy
1,559
+104
+7% +$17.8K 0.03% 501
2024
Q3 		$250K Sell
1,455
-401
-22% -$66.4K 0.03% 487
2024
Q2 		$286K Buy
+1,856
New +$278K 0.03% 431
2024
Q1 		– Sell
-2,156
Closed -$341K – 514
2023
Q4 		$341K Sell
2,156
-129
-6% -$18.5K 0.04% 390
2023
Q3 		$334K Sell
2,285
-5,850
-72% -$891K 0.05% 359
2023
Q2 		$1.25M Sell
8,135
-75
-0.9% -$11.7K 0.16% 133
2023
Q1 		$1.27M Sell
8,210
-100
-1% -$15.7K 0.17% 133
2022
Q4 		$1.28M Sell
8,310
-920
-10% -$136K 0.19% 122
2022
Q3 		$1.22M Sell
9,230
-519
-5% -$72.8K 0.18% 130
2022
Q2 		$1.5M Buy
9,749
+488
+5% +$67.3K 0.2% 117
2022
Q1 		$1.38M Sell
9,261
-29
-0.3% -$4.29K 0.14% 155
2021
Q4 		$1.5M Buy
9,290
+7,510
+422% +$1.21M 0.15% 158
2021
Q3 		$296K Buy
1,780
+50
+3% +$8.54K 0.03% 537
2021
Q2 		$299K Buy
1,730
+25
+1% +$4.13K 0.03% 522
2021
Q1 		$274K Sell
1,705
-407
-19% -$69.7K 0.04% 498
2020
Q4 		$355K Sell
2,112
-93
-4% -$15.1K 0.05% 349
2020
Q3 		$347K Sell
2,205
-522
-19% -$85.3K 0.06% 300
2020
Q2 		$457K Buy
2,727
+713
+35% +$112K 0.09% 226
2020
Q1 		$264K Sell
2,014
-130
-6% -$18.5K 0.06% 320
2019
Q4 		$319K Sell
2,144
-10
-0.5% -$1.37K 0.06% 344
2019
Q3 		$267K Sell
2,154
-2,553
-54% -$340K 0.05% 360
2019
Q2 		$663K Sell
4,707
-256
-5% -$35.3K 0.15% 161
2019
Q1 		$749K Buy
4,963
+280
+6% +$40.3K 0.19% 137
2018
Q4 		$582K Sell
4,683
-2,300
-33% -$315K 0.17% 145
2018
Q3 		$1.11M Buy
6,983
+118
+2% +$17.9K 0.29% 91
2018
Q2 		$961K Sell
6,865
-16
-0.2% -$2.2K 0.27% 94
2018
Q1 		$914K Buy
6,881
+147
+2% +$20.1K 0.23% 109
2017
Q4 		$839K Buy
6,734
+3,259
+94% +$403K 0.21% 117
2017
Q3 		$431K Buy
+3,475
New +$411K 0.14% 171
2017
Q1 		– Sell
-2,591
Closed -$235K – 313
2016
Q4 		$235K Buy
+2,591
New +$243K 0.11% 199
2016
Q1 		– Sell
-1,914
Closed -$216K – 260
2015
Q4 		$216K Buy
+1,914
New +$206K 0.14% 175

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Kovack Advisors's FBT Position: Q1 2026 in Review

Kovack Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 276% in Q1 2026, buying an estimated $921K and bringing the position to 6,064 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #300.

Kovack Advisors first reported a position in FBT in Q4 2015 and has held it in 36 quarters since. The position peaked at $1.5M in Q4 2021. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Kovack Advisors held 6,064 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.23M as of Q1 2026.
  • Kovack Advisors bought 4,452 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $921K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.07% of Kovack Advisors's portfolio in Q1 2026, its #300 holding.
  • Kovack Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2015 and has held it in 36 quarters since.
  • Kovack Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.5M in Q4 2021.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.