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 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 $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

NFP Retirement Inc's FBT Position: Q1 2026 in Review

NFP Retirement Inc sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026, closing a stake of 6,725 shares — an estimated $1.39M sold.

NFP Retirement Inc first reported a position in FBT in Q1 2022 and held it in 16 quarters. The position peaked at $1.39M in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

NFP Retirement Inc reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q1 2026 after selling out during the quarter.
NFP Retirement Inc sold 6,725 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $1.39M.
NFP Retirement Inc first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2022 and held it in 16 quarters.
NFP Retirement Inc's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.39M in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.