Larson Financial Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Larson Financial Group’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	$5.02K	Buy	+25	New	+$5.17K	﹤0.01%	2610
2020 Q3	–	Sell	-60	Closed	-$10K	–	758
2020 Q2	$10K	Buy	60 +50	+500%	+$7.85K	﹤0.01%	394
2020 Q1	$1K	Buy	+10	New	+$1.43K	﹤0.01%	473

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Larson Financial Group's FBT Position: Q1 2026 in Review

Larson Financial Group opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 25 shares worth $5.02K. The stake represents ﹤0.01% of the portfolio and ranks #2610 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in FBT as recently as Q2 2020.

Larson Financial Group first reported a position in FBT in Q1 2020 and has held it in 3 quarters since. The position peaked at $10K in Q2 2020. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Larson Financial Group held 25 shares of First Trust NYSE Arca Biotechnology Index Fund worth $5.02K as of Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Larson Financial Group position in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2610 holding.
Larson Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2020 and has held it in 3 quarters since.
Larson Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $10K in Q2 2020.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.