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 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 $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

Lloyd Advisory Services's FBT Position: Q1 2026 in Review

Lloyd Advisory Services sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 2 shares — an estimated $414 sold.

Lloyd Advisory Services first reported a position in FBT in Q4 2019 and held it in 10 quarters. The position peaked at $4K in Q4 2020. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Lloyd Advisory Services reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
Lloyd Advisory Services sold 2 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $414.
Lloyd Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4K in Q4 2020.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.