Stonebridge Financial Group (Pennsylvania)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$328K	Buy	+1,324	New	+$285K	0.02%	217
2026 Q1	–	Sell	-71,346	Closed	-$14.7M	–	266
2025 Q4	$14.7M	Buy	+71,346	New	+$14.3M	1.26%	23
2025 Q2	–	Sell	-76,802	Closed	-$13.1M	–	462
2025 Q1	$13.1M	Buy	+76,802	New	+$13.3M	1.39%	18

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s FBT Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q2 2026: 1,324 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #217 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in FBT as recently as Q4 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in FBT in Q1 2025 and has held it in 3 quarters since. The position peaked at $14.7M in Q4 2025. 288 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 1,324 shares of First Trust NYSE Arca Biotechnology Index Fund worth $328K as of Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #217 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q1 2025 and has held it in 3 quarters since.
Stonebridge Financial Group (Pennsylvania)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $14.7M in Q4 2025.
288 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.