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

Realta 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 		$783K Buy
3,160
+4
+0.1% +$862 0.24% 97
2026
Q1 		$634K Buy
+3,156
New +$653K 0.22% 104
2019
Q3 		– Sell
-2,360
Closed -$331K – 1655
2019
Q2 		$331K Buy
2,360
+1,204
+104% +$166K 0.09% 238
2019
Q1 		$175K Buy
+1,156
New +$166K 0.08% 296

Other funds holding FBT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
TCOO
Trust Company of Oklahoma Tulsa, Oklahoma $389M AUM 34.72% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

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

Realta Investment Advisors increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.13% in Q2 2026, buying an estimated $862 and bringing the position to 3,160 shares worth $783K. The position accounts for 0.24% of the portfolio, ranked #97.

Realta Investment Advisors first reported a position in FBT in Q1 2019 and has held it in 4 quarters since. 59 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Realta Investment Advisors held 3,160 shares of First Trust NYSE Arca Biotechnology Index Fund worth $783K as of Q2 2026.
  • Realta Investment Advisors bought 4 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $862.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.24% of Realta Investment Advisors's portfolio in Q2 2026, its #97 holding.
  • Realta Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and has held it in 4 quarters since.
  • 59 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.