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

Regal 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	$606K	Buy	+2,445	New	+$527K	0.03%	427
2024 Q2	–	Sell	-1,552	Closed	-$239K	–	582
2024 Q1	$239K	Sell	1,552 -6	-0.4%	-$915	0.02%	508
2023 Q4	$246K	Buy	1,558 +93	+6%	+$13.4K	0.02%	462
2023 Q3	$214K	Sell	1,465 -50	-3%	-$7.62K	0.02%	453
2023 Q2	$232K	Buy	1,515 +53	+4%	+$8.27K	0.02%	457
2023 Q1	$227K	Sell	1,462 -6,855	-82%	-$1.08M	0.02%	458
2022 Q4	$1.28M	Buy	8,317 +1,406	+20%	+$207K	0.12%	161
2022 Q3	$912K	Sell	6,911 -801	-10%	-$112K	0.1%	188
2022 Q2	$1.04M	Buy	7,712 +333	+5%	+$45.9K	0.11%	175
2022 Q1	$1.1M	Buy	7,379 +415	+6%	+$61.4K	0.1%	205
2021 Q4	$1.13M	Sell	6,964 -467	-6%	-$75.5K	0.1%	222
2021 Q3	$1.23M	Buy	7,431 +814	+12%	+$139K	0.12%	184
2021 Q2	$1.14M	Buy	+6,617	New	+$1.09M	0.11%	192
2021 Q1	–	Sell	-5,625	Closed	-$945K	–	150
2020 Q4	$945K	Buy	+5,625	New	+$913K	0.11%	184
2020 Q3	–	Sell	-4,736	Closed	-$795K	–	62
2020 Q2	$795K	Buy	+4,736	New	+$743K	0.15%	143
2019 Q3	–	Sell	-1,536	Closed	-$216K	–	325
2019 Q2	$216K	Buy	+1,536	New	+$212K	0.04%	290
2016 Q1	–	Sell	-9,205	Closed	-$1.04M	–	261
2015 Q4	$1.04M	Buy	9,205 +925	+11%	+$99.6K	0.27%	106
2015 Q3	$838K	Buy	8,280 +2,110	+34%	+$251K	0.22%	116
2015 Q2	$765K	Buy	6,170 +25	+0.4%	+$3.02K	0.21%	116
2015 Q1	$727K	Sell	6,145 -25	-0.4%	-$2.83K	0.18%	130
2014 Q4	$629K	Sell	6,170 -100	-2%	-$9.77K	0.17%	132
2014 Q3	$575K	Hold	6,270	–	–	0.17%	133
2014 Q2	$516K	Buy	6,270 +100	+2%	+$7.64K	0.18%	130
2014 Q1	$473K	Buy	+6,170	New	+$481K	0.2%	120

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

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

Regal Investment Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 2,445 shares worth $606K. The stake represents 0.03% of the portfolio and ranks #427 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in FBT as recently as Q1 2024.

Regal Investment Advisors first reported a position in FBT in Q1 2014 and has held it in 24 quarters since. The position peaked at $1.28M in Q4 2022. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Regal Investment Advisors held 2,445 shares of First Trust NYSE Arca Biotechnology Index Fund worth $606K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Regal Investment Advisors position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #427 holding.
Regal Investment Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2014 and has held it in 24 quarters since.
Regal Investment Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.28M in Q4 2022.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

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