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Ritter Daniher Financial Advisory’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Ritter Daniher Financial Advisory’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 		$31K Hold
125
– – ﹤0.01% 321
2026
Q1 		$25.1K Sell
125
-10
-7% -$2.07K ﹤0.01% 342
2025
Q4 		$27.9K Buy
+135
New +$27K ﹤0.01% 331

Other funds holding FBT

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
TWM
TriaGen Wealth Management Calabasas, California $400M AUM 39.13% 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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Ritter Daniher Financial Advisory's FBT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its First Trust NYSE Arca Biotechnology Index Fund (FBT) position steady in Q2 2026 at 125 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Ritter Daniher Financial Advisory first reported a position in FBT in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Ritter Daniher Financial Advisory held 125 shares of First Trust NYSE Arca Biotechnology Index Fund worth $31K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its First Trust NYSE Arca Biotechnology Index Fund share count unchanged in Q2 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #321 holding.
  • Ritter Daniher Financial Advisory first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.