Spectrum Wealth Advisory Group
FBT icon

Spectrum Wealth Advisory Group’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Spectrum Wealth Advisory Group’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 		– Sell
-16
Closed -$4K – 225
2026
Q2 		$4K Buy
+16
New +$3.45K ﹤0.01% 283
2022
Q3 		– Sell
-1,814
Closed -$246K – 39
2022
Q2 		$246K Sell
1,814
-298
-14% -$41.1K 0.27% 34
2022
Q1 		$315K Sell
2,112
-13,910
-87% -$2.06M 0.3% 36
2021
Q4 		$2.6M Buy
16,022
+214
+1% +$34.6K 2.31% 14
2021
Q3 		$2.62M Buy
15,808
+64
+0.4% +$10.9K 2.59% 12
2021
Q2 		$2.72M Sell
15,744
-5,857
-27% -$967K 2.66% 12
2021
Q1 		$3.47M Buy
21,601
+6,616
+44% +$1.13M 3.31% 9
2020
Q4 		$2.52M Sell
14,985
-13,615
-48% -$2.21M 2.84% 11
2020
Q3 		$4.45M Buy
28,600
+14,652
+105% +$2.4M 2.85% 11
2020
Q2 		$2.34M Buy
13,948
+2,239
+19% +$351K 3.3% 9
2020
Q1 		$1.52M Sell
11,709
-303
-3% -$43.2K 3.29% 10
2019
Q4 		$1.79M Buy
12,012
+621
+5% +$85.3K 3.2% 8
2019
Q3 		$1.41M Buy
11,391
+2,045
+22% +$272K 2.8% 13
2019
Q2 		$1.3M Buy
+9,346
New +$1.29M 2.67% 13

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Spectrum Wealth Advisory Group's FBT Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q3 2026, closing a stake of 16 shares — an estimated $4K sold.

Spectrum Wealth Advisory Group first reported a position in FBT in Q2 2019 and held it in 14 quarters. The position peaked at $4.45M in Q3 2020. 311 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining First Trust NYSE Arca Biotechnology Index Fund position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 16 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $4K.
  • Spectrum Wealth Advisory Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and held it in 14 quarters.
  • Spectrum Wealth Advisory Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4.45M in Q3 2020.
  • 311 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.