PFA
FBT icon

Perryman Financial Advisory’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Perryman Financial Advisory’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 		$431K Hold
1,738
– – 0.06% 148
2026
Q1 		$349K Sell
1,738
-18
-1% -$3.72K 0.05% 143
2025
Q4 		$363K Buy
+1,756
New +$351K 0.05% 139

Other funds holding FBT

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
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Perryman Financial Advisory's FBT Position: Q2 2026 in Review

Perryman Financial Advisory held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 1,738 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #148.

Perryman Financial Advisory first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Perryman Financial Advisory held 1,738 shares of First Trust NYSE Arca Biotechnology Index Fund worth $431K as of Q2 2026.
  • Perryman Financial Advisory left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.06% of Perryman Financial Advisory's portfolio in Q2 2026, its #148 holding.
  • Perryman Financial Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.