Summit Wealth Group (Colorado)’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Summit Wealth Group (Colorado)’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	$341K	Sell	1,699 -316	-16%	-$65.4K	0.04%	238
2025 Q4	$416K	Buy	+2,015	New	+$403K	0.06%	169
2025 Q3	–	Sell	-2,165	Closed	-$349K	–	325
2025 Q2	$349K	Buy	+2,165	New	+$345K	0.09%	164

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 Wealth Group (Colorado)'s FBT Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 16% in Q1 2026, selling an estimated $65.4K and leaving 1,699 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #238.

Summit Wealth Group (Colorado) first reported a position in FBT in Q2 2025 and has held it in 3 quarters since. The position peaked at $416K in Q4 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Summit Wealth Group (Colorado) held 1,699 shares of First Trust NYSE Arca Biotechnology Index Fund worth $341K as of Q1 2026.
Summit Wealth Group (Colorado) sold 316 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $65.4K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #238 holding.
Summit Wealth Group (Colorado) first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q2 2025 and has held it in 3 quarters since.
Summit Wealth Group (Colorado)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $416K in Q4 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.