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

Pinnacle Family 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	$1.04M	Buy	4,212 +171	+4%	+$36.8K	0.44%	43
2026 Q1	$812K	Buy	4,041 +13	+0.3%	+$2.69K	0.38%	47
2025 Q4	$832K	Sell	4,028 -68	-2%	-$13.6K	0.37%	49
2025 Q3	$734K	Buy	4,096 +265	+7%	+$45.1K	0.32%	50
2025 Q2	$618K	Buy	3,831 +65	+2%	+$10.4K	0.3%	60
2025 Q1	$641K	Buy	3,766 +177	+5%	+$30.7K	0.35%	56
2024 Q4	$597K	Buy	+3,589	New	+$613K	0.29%	59
2021 Q2	–	Sell	-1,342	Closed	-$215K	–	134
2021 Q1	$215K	Buy	+1,342	New	+$230K	0.11%	114
2020 Q1	–	Sell	-2,887	Closed	-$429K	–	63
2019 Q4	$429K	Buy	+2,887	New	+$396K	0.39%	46

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

Pinnacle Family Advisors's FBT Position: Q2 2026 in Review

Pinnacle Family Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 4.2% in Q2 2026, buying an estimated $36.8K and bringing the position to 4,212 shares worth $1.04M. The position accounts for 0.44% of the portfolio, ranked #43.

Pinnacle Family Advisors first reported a position in FBT in Q4 2019 and has held it in 9 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Pinnacle Family Advisors held 4,212 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.04M as of Q2 2026.
Pinnacle Family Advisors bought 171 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $36.8K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.44% of Pinnacle Family Advisors's portfolio in Q2 2026, its #43 holding.
Pinnacle Family Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 9 quarters since.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.