Synergy Investment Management’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Synergy Investment Management’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	$54.8K	Buy	+273	New	+$56.5K	0.02%	274
2025 Q2	–	Sell	-421	Closed	-$71.6K	–	237
2025 Q1	$71.6K	Hold	421	–	–	0.03%	196
2024 Q4	$70K	Buy	+421	New	+$71.9K	0.03%	204

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

Synergy Investment Management's FBT Position: Q1 2026 in Review

Synergy Investment Management opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 273 shares worth $54.8K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in FBT as recently as Q1 2025.

Synergy Investment Management first reported a position in FBT in Q4 2024 and has held it in 3 quarters since. The position peaked at $71.6K in Q1 2025. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

Synergy Investment Management held 273 shares of First Trust NYSE Arca Biotechnology Index Fund worth $54.8K as of Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund was a new Synergy Investment Management position in Q1 2026.
First Trust NYSE Arca Biotechnology Index Fund made up 0.02% of Synergy Investment Management's portfolio in Q1 2026, its #274 holding.
Synergy Investment Management first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 3 quarters since.
Synergy Investment Management's First Trust NYSE Arca Biotechnology Index Fund position peaked at $71.6K in Q1 2025.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.