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Mount Yale Investment Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Mount Yale Investment 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
Q2 		$648K Buy
+2,614
New +$563K 0.01% 701

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Mount Yale Investment Advisors's FBT Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 2,614 shares worth $648K. The stake represents 0.01% of the portfolio and ranks #701 among its holdings.

339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Mount Yale Investment Advisors held 2,614 shares of First Trust NYSE Arca Biotechnology Index Fund worth $648K as of Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Mount Yale Investment Advisors position in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #701 holding.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.