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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
Q2 		$16.5M Buy
66,638
+41,843
+169% +$9.01M 0.18% 105
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
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bessemer Group
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

Summit Financial's FBT Position: Q2 2026 in Review

Summit Financial increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 169% in Q2 2026, buying an estimated $9.01M and bringing the position to 66,638 shares worth $16.5M. The position accounts for 0.18% of the portfolio, ranked #105.

Summit Financial first reported a position in FBT in Q2 2023 and has held it in 13 quarters since. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

  • Summit Financial held 66,638 shares of First Trust NYSE Arca Biotechnology Index Fund worth $16.5M as of Q2 2026.
  • Summit Financial bought 41,843 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $9.01M.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.18% of Summit Financial's portfolio in Q2 2026, its #105 holding.
  • Summit Financial first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2023 and has held it in 13 quarters since.
  • 339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.