RDA Financial Network
FBT icon

RDA Financial Network’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

RDA Financial Network’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
Q3 		$302K Sell
1,110
-33
-3% -$8.58K 0.07% 205
2026
Q2 		$283K Sell
1,143
-38
-3% -$8.18K 0.06% 232
2026
Q1 		$237K Sell
1,181
-36
-3% -$7.45K 0.06% 243
2025
Q4 		$251K Sell
1,217
-15
-1% -$3K 0.06% 231
2025
Q3 		$221K Sell
1,232
-244
-17% -$41.6K 0.05% 246
2025
Q2 		$238K Sell
1,476
-341
-19% -$54.3K 0.06% 229
2025
Q1 		$309K Sell
1,817
-15
-0.8% -$2.6K 0.09% 188
2024
Q4 		$304K Buy
1,832
+3
+0.2% +$513 0.09% 192
2024
Q3 		$314K Sell
1,829
-542
-23% -$89.7K 0.1% 186
2024
Q2 		$365K Buy
2,371
+4
+0.2% +$600 0.12% 159
2024
Q1 		$364K Sell
2,367
-4
-0.2% -$610 0.12% 158
2023
Q4 		$375K Sell
2,371
-36
-1% -$5.17K 0.14% 148
2023
Q3 		$352K Sell
2,407
-21
-0.9% -$3.2K 0.15% 144
2023
Q2 		$372K Sell
2,428
-179
-7% -$27.9K 0.16% 136
2023
Q1 		$404K Sell
2,607
-87
-3% -$13.7K 0.18% 119
2022
Q4 		$415K Sell
2,694
-92
-3% -$13.6K 0.21% 114
2022
Q3 		$368K Sell
2,786
-23
-0.8% -$3.23K 0.2% 122
2022
Q2 		$381K Sell
2,809
-127
-4% -$17.5K 0.19% 122
2022
Q1 		$438K Sell
2,936
-88
-3% -$13K 0.18% 126
2021
Q4 		$490K Buy
3,024
+97
+3% +$15.7K 0.2% 119
2021
Q3 		$486K Sell
2,927
-6
-0.2% -$1.02K 0.21% 113
2021
Q2 		$506K Sell
2,933
-66
-2% -$10.9K 0.22% 106
2021
Q1 		$481K Sell
2,999
-208
-6% -$35.6K 0.21% 113
2020
Q4 		$539K Sell
3,207
-468
-13% -$75.9K 0.24% 97
2020
Q3 		$578K Buy
3,675
+426
+13% +$69.6K 0.26% 95
2020
Q2 		$545K Buy
3,249
+225
+7% +$35.3K 0.27% 94
2020
Q1 		$397K Sell
3,024
-163
-5% -$23.2K 0.24% 100
2019
Q4 		$465K Sell
3,187
-73
-2% -$10K 0.19% 128
2019
Q3 		$452K Buy
3,260
+305
+10% +$40.6K 0.19% 125
2019
Q2 		$407K Buy
+2,955
New +$408K 0.18% 130

Other funds holding FBT

TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Hartford Financial Management
Hartford Financial Management Hartford, Connecticut $448M AUM 24.02% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
TriaGen Wealth Management
TriaGen Wealth Management Calabasas, California $413M AUM 35.91% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

RDA Financial Network's FBT Position: Q3 2026 in Review

RDA Financial Network reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 2.9% in Q3 2026, selling an estimated $8.58K and leaving 1,110 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #205.

RDA Financial Network first reported a position in FBT in Q2 2019 and has held it in 30 quarters since. The position peaked at $578K in Q3 2020. 98 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • RDA Financial Network held 1,110 shares of First Trust NYSE Arca Biotechnology Index Fund worth $302K as of Q3 2026.
  • RDA Financial Network sold 33 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $8.58K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.07% of RDA Financial Network's portfolio in Q3 2026, its #205 holding.
  • RDA Financial Network first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and has held it in 30 quarters since.
  • RDA Financial Network's First Trust NYSE Arca Biotechnology Index Fund position peaked at $578K in Q3 2020.
  • 98 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.