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 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 $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

Pinnacle Family Advisors's FBT Position: Q1 2026 in Review

Pinnacle Family Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.32% in Q1 2026, buying an estimated $2.69K and bringing the position to 4,041 shares worth $812K. The position accounts for 0.38% of the portfolio, ranked #47.

Pinnacle Family Advisors first reported a position in FBT in Q4 2019 and has held it in 8 quarters since. The position peaked at $832K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Pinnacle Family Advisors held 4,041 shares of First Trust NYSE Arca Biotechnology Index Fund worth $812K as of Q1 2026.
Pinnacle Family Advisors bought 13 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $2.69K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.38% of Pinnacle Family Advisors's portfolio in Q1 2026, its #47 holding.
Pinnacle Family Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2019 and has held it in 8 quarters since.
Pinnacle Family Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $832K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.