NFP Retirement Inc’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

NFP Retirement Inc’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	$1.67M	Buy	+6,725	New	+$1.45M	0.09%	117
2026 Q1	–	Sell	-6,725	Closed	-$1.39M	–	317
2025 Q4	$1.39M	Hold	6,725	–	–	0.08%	118
2025 Q3	$1.21M	Hold	6,725	–	–	0.08%	119
2025 Q2	$1.08M	Hold	6,725	–	–	0.07%	128
2025 Q1	$1.14M	Hold	6,725	–	–	0.09%	111
2024 Q4	$1.12M	Hold	6,725	–	–	0.09%	115
2024 Q3	$1.16M	Hold	6,725	–	–	0.09%	113
2024 Q2	$1.04M	Hold	6,725	–	–	0.09%	114
2024 Q1	$1.03M	Sell	6,725 -275	-4%	-$41.9K	0.09%	115
2023 Q4	$1.11M	Hold	7,000	–	–	0.19%	90
2023 Q3	$1.02M	Hold	7,000	–	–	0.2%	92
2023 Q2	$1.07M	Sell	7,000 -500	-7%	-$78K	0.2%	88
2023 Q1	$1.16M	Hold	7,500	–	–	0.23%	87
2022 Q4	$1.16M	Hold	7,500	–	–	0.25%	83
2022 Q3	$990K	Hold	7,500	–	–	0.24%	82
2022 Q2	$1.02M	Hold	7,500	–	–	0.26%	78
2022 Q1	$1.12M	Buy	+7,500	New	+$1.11M	0.26%	75

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

NFP Retirement Inc's FBT Position: Q2 2026 in Review

NFP Retirement Inc opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 6,725 shares worth $1.67M. The stake represents 0.09% of the portfolio and ranks #117 among its holdings. This is a return to the name: NFP Retirement Inc previously reported a position in FBT as recently as Q4 2025.

NFP Retirement Inc first reported a position in FBT in Q1 2022 and has held it in 17 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

NFP Retirement Inc held 6,725 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.67M as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new NFP Retirement Inc position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.09% of NFP Retirement Inc's portfolio in Q2 2026, its #117 holding.
NFP Retirement Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and has held it in 17 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.