Nearside Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Nearside 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 Q3	$2.07M	Buy	+7,599	New	+$1.97M	1.48%	15

Other funds holding FBT

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Nearside Advisors's FBT Position: Q3 2026 in Review

Nearside Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2026: 7,599 shares worth $2.07M. The stake represents 1.48% of the portfolio and ranks #15 among its holdings.

120 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

Nearside Advisors held 7,599 shares of First Trust NYSE Arca Biotechnology Index Fund worth $2.07M as of Q3 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Nearside Advisors position in Q3 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 1.48% of Nearside Advisors's portfolio in Q3 2026, its #15 holding.
120 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Nearside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.