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

Summit Financial’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 Q1	$4.98M	Buy	24,795 +22,304	+895%	+$4.61M	0.06%	317
2025 Q4	$514K	Sell	2,491 -143	-5%	-$28.6K	0.01%	882
2025 Q3	$472K	Sell	2,634 -1,070	-29%	-$182K	0.01%	902
2025 Q2	$598K	Sell	3,704 -3,955	-52%	-$630K	0.01%	535
2025 Q1	$1.3M	Buy	7,659 +5,266	+220%	+$915K	0.04%	324
2024 Q4	$398K	Hold	2,393	–	–	0.01%	485
2024 Q3	$411K	Hold	2,393	–	–	0.02%	402
2024 Q2	$368K	Buy	2,393 +750	+46%	+$113K	0.02%	378
2024 Q1	$253K	Buy	1,643 +225	+16%	+$34.3K	0.02%	342
2023 Q4	$224K	Hold	1,418	–	–	0.01%	333
2023 Q3	$208K	Hold	1,418	–	–	0.02%	321
2023 Q2	$217K	Buy	+1,418	New	+$221K	0.02%	307

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Summit Financial's FBT Position: Q1 2026 in Review

Summit Financial increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 895% in Q1 2026, buying an estimated $4.61M and bringing the position to 24,795 shares worth $4.98M. The position accounts for 0.06% of the portfolio, ranked #317.

Summit Financial first reported a position in FBT in Q2 2023 and has held it in 12 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Summit Financial held 24,795 shares of First Trust NYSE Arca Biotechnology Index Fund worth $4.98M as of Q1 2026.
Summit Financial bought 22,304 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $4.61M.
First Trust NYSE Arca Biotechnology Index Fund made up 0.06% of Summit Financial's portfolio in Q1 2026, its #317 holding.
Summit Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and has held it in 12 quarters since.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.