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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Summit Wealth Group (Colorado)'s FBT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 15% in Q2 2026, selling an estimated $55.8K and leaving 1,440 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #273.

Summit Wealth Group (Colorado) first reported a position in FBT in Q2 2025 and has held it in 4 quarters since. The position peaked at $416K in Q4 2025. 339 funds tracked by Wall St. Rank hold FBT as of Q2 2026.

Summit Wealth Group (Colorado) held 1,440 shares of First Trust NYSE Arca Biotechnology Index Fund worth $357K as of Q2 2026.
Summit Wealth Group (Colorado) sold 259 First Trust NYSE Arca Biotechnology Index Fund shares in Q2 2026, an estimated $55.8K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #273 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 4 quarters since.
Summit Wealth Group (Colorado)'s First Trust NYSE Arca Biotechnology Index Fund position peaked at $416K in Q4 2025.
339 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.