Lloyd Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Lloyd 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 Q2	$7.19K	Buy	+29	New	+$6.25K	﹤0.01%	400
2026 Q1	–	Sell	-2	Closed	-$414	–	905
2025 Q4	$414	Buy	+2	New	+$400	﹤0.01%	520
2022 Q1	–	Sell	-2	Closed	-$296	–	619
2021 Q4	$0	Hold	2	–	–	﹤0.01%	432
2021 Q3	$0	Sell	2 -14	-88%	-$2.39K	﹤0.01%	397
2021 Q2	$3K	Sell	16 -1	-6%	-$165	﹤0.01%	338
2021 Q1	$3K	Sell	17 -7	-29%	-$1.2K	﹤0.01%	320
2020 Q4	$4K	Hold	24	–	–	﹤0.01%	268
2020 Q3	$4K	Sell	24 -2	-8%	-$327	﹤0.01%	244
2020 Q2	$4K	Buy	26 +3	+13%	+$471	﹤0.01%	223
2020 Q1	$3K	Hold	23	–	–	﹤0.01%	197
2019 Q4	$3K	Buy	+23	New	+$3.16K	﹤0.01%	276

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lloyd Advisory Services's FBT Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 29 shares worth $7.19K. The stake represents ﹤0.01% of the portfolio and ranks #400 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in FBT as recently as Q4 2025.

Lloyd Advisory Services first reported a position in FBT in Q4 2019 and has held it in 11 quarters since. 340 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Lloyd Advisory Services held 29 shares of First Trust NYSE Arca Biotechnology Index Fund worth $7.19K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Lloyd Advisory Services position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #400 holding.
Lloyd Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 11 quarters since.
340 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.