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

Merit 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 Q2	$575K	Sell	2,319 -2,325	-50%	-$501K	﹤0.01%	1424
2026 Q1	$933K	Buy	4,644 +765	+20%	+$158K	0.01%	1016
2025 Q4	$801K	Buy	+3,879	New	+$775K	0.01%	1043
2020 Q4	–	Sell	-7,528	Closed	-$1.18M	–	225
2020 Q3	$1.18M	Sell	7,528 -4,537	-38%	-$742K	0.11%	73
2020 Q2	$2.02M	Buy	12,065 +4,054	+51%	+$636K	0.2%	40
2020 Q1	$1.05M	Buy	+8,011	New	+$1.14M	0.12%	74

Other funds holding FBT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

TWM

TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

TCOO

Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return

Merit Financial Group's FBT Position: Q2 2026 in Review

Merit Financial Group reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 50% in Q2 2026, selling an estimated $501K and leaving 2,319 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Merit Financial Group first reported a position in FBT in Q1 2020 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2020. 64 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Merit Financial Group held 2,319 shares of First Trust NYSE Arca Biotechnology Index Fund worth $575K as of Q2 2026.
Merit Financial Group sold 2,325 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $501K.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1424 holding.
Merit Financial Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2020 and has held it in 6 quarters since.
Merit Financial Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $2.02M in Q2 2020.
64 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.