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

OneDigital 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 		$461K Buy
1,859
+217
+13% +$46.7K ﹤0.01% 1074
2026
Q1 		$330K Sell
1,642
-30
-2% -$6.21K ﹤0.01% 1137
2025
Q4 		$345K Buy
+1,672
New +$334K ﹤0.01% 1135
2025
Q2 		– Sell
-1,714
Closed -$292K – 1469
2025
Q1 		$292K Sell
1,714
-314
-15% -$54.5K ﹤0.01% 1126
2024
Q4 		$337K Sell
2,028
-435
-18% -$74.3K ﹤0.01% 1072
2024
Q3 		$423K Sell
2,463
-297
-11% -$49.2K ﹤0.01% 1005
2024
Q2 		$425K Sell
2,760
-624
-18% -$93.6K 0.01% 971
2024
Q1 		$520K Hold
3,384
– – 0.01% 729
2023
Q4 		$535K Sell
3,384
-1,702
-33% -$245K 0.01% 695
2023
Q3 		$744K Sell
5,086
-508
-9% -$77.4K 0.02% 514
2023
Q2 		$857K Sell
5,594
-85
-1% -$13.3K 0.02% 448
2023
Q1 		$880K Buy
5,679
+1,947
+52% +$306K 0.02% 425
2022
Q4 		$575K Buy
+3,732
New +$551K 0.02% 487
2021
Q1 		– Sell
-4,632
Closed -$778K – 718
2020
Q4 		$778K Sell
4,632
-1,063
-19% -$172K 0.04% 268
2020
Q3 		$896K Buy
5,695
+2,387
+72% +$390K 0.06% 216
2020
Q2 		$555K Buy
3,308
+1,045
+46% +$164K 0.04% 293
2020
Q1 		$297K Buy
+2,263
New +$322K 0.03% 378
2019
Q3 		– Sell
-1,437
Closed -$202K – 757
2019
Q2 		$202K Buy
+1,437
New +$198K 0.02% 395

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

OneDigital Investment Advisors's FBT Position: Q2 2026 in Review

OneDigital Investment Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 13% in Q2 2026, buying an estimated $46.7K and bringing the position to 1,859 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

OneDigital Investment Advisors first reported a position in FBT in Q2 2019 and has held it in 18 quarters since. The position peaked at $896K in Q3 2020. 241 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • OneDigital Investment Advisors held 1,859 shares of First Trust NYSE Arca Biotechnology Index Fund worth $461K as of Q2 2026.
  • OneDigital Investment Advisors bought 217 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $46.7K.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1074 holding.
  • OneDigital Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and has held it in 18 quarters since.
  • OneDigital Investment Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $896K in Q3 2020.
  • 241 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.