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Sowell Financial Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Sowell Financial Services’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 		$379K Sell
1,529
-588
-28% -$127K 0.01% 769
2026
Q1 		$425K Buy
2,117
+36
+2% +$7.45K 0.02% 699
2025
Q4 		$430K Buy
2,081
+407
+24% +$81.3K 0.02% 695
2025
Q3 		$300K Buy
1,674
+45
+3% +$7.66K 0.01% 809
2025
Q2 		$263K Sell
1,629
-39
-2% -$6.21K 0.01% 851
2025
Q1 		$284K Buy
+1,668
New +$290K 0.01% 786
2021
Q2 		– Sell
-245
Closed -$39K – 1231
2021
Q1 		$39K Sell
245
-257
-51% -$44K ﹤0.01% 1758
2020
Q4 		$84K Buy
502
+24
+5% +$3.89K ﹤0.01% 1218
2020
Q3 		$75K Buy
478
+32
+7% +$5.23K ﹤0.01% 1079
2020
Q2 		$75K Buy
446
+62
+16% +$9.73K ﹤0.01% 1050
2020
Q1 		$50K Sell
384
-4,997
-93% -$712K ﹤0.01% 1060
2019
Q4 		$800K Buy
5,381
+5,350
+17,258% +$735K 0.06% 319
2019
Q3 		$4K Buy
+31
New +$4.13K ﹤0.01% 1828
2019
Q1 		$1.05M Buy
+6,996
New +$1.01M 0.12% 187

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
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
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

Sowell Financial Services's FBT Position: Q2 2026 in Review

Sowell Financial Services reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 28% in Q2 2026, selling an estimated $127K and leaving 1,529 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #769.

Sowell Financial Services first reported a position in FBT in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.05M in Q1 2019. 63 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Sowell Financial Services held 1,529 shares of First Trust NYSE Arca Biotechnology Index Fund worth $379K as of Q2 2026.
  • Sowell Financial Services sold 588 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $127K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #769 holding.
  • Sowell Financial Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's First Trust NYSE Arca Biotechnology Index Fund position peaked at $1.05M in Q1 2019.
  • 63 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.