Summit Wealth Group (Colorado)
FBT icon

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
Q3 		$395K Buy
1,449
+9
+0.6% +$2.34K 0.03% 300
2026
Q2 		$357K Sell
1,440
-259
-15% -$55.8K 0.03% 273
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 – 533
2025
Q2 		$349K Buy
+2,165
New +$345K 0.09% 164

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Summit Wealth Group (Colorado)'s FBT Position: Q3 2026 in Review

Summit Wealth Group (Colorado) increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 0.63% in Q3 2026, buying an estimated $2.34K and bringing the position to 1,449 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #300.

Summit Wealth Group (Colorado) first reported a position in FBT in Q2 2025 and has held it in 5 quarters since. The position peaked at $416K in Q4 2025. 221 funds tracked by Wall St. Rank hold FBT as of Q3 2026.

  • Summit Wealth Group (Colorado) held 1,449 shares of First Trust NYSE Arca Biotechnology Index Fund worth $395K as of Q3 2026.
  • Summit Wealth Group (Colorado) bought 9 First Trust NYSE Arca Biotechnology Index Fund shares in Q3 2026, an estimated $2.34K.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #300 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 5 quarters since.
  • Summit Wealth Group (Colorado)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $416K in Q4 2025.
  • 221 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.