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 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	$2.63M	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 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

Spectrum Wealth Advisory Group's FBT Position: Q2 2026 in Review

Spectrum Wealth Advisory Group opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 16 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #283 among its holdings. This is a return to the name: Spectrum Wealth Advisory Group previously reported a position in FBT as recently as Q2 2022.

Spectrum Wealth Advisory Group first reported a position in FBT in Q2 2019 and has held it in 14 quarters since. The position peaked at $4.45M in Q3 2020. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Spectrum Wealth Advisory Group held 16 shares of First Trust NYSE Arca Biotechnology Index Fund worth $4K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Spectrum Wealth Advisory Group position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up ﹤0.01% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #283 holding.
Spectrum Wealth Advisory Group first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2019 and has held it in 14 quarters since.
Spectrum Wealth Advisory Group's First Trust NYSE Arca Biotechnology Index Fund position peaked at $4.45M in Q3 2020.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.