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Transamerica Financial Advisors’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

Transamerica Financial Advisors’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 		$1.46M Buy
+7,279
New +$1.51M 0.12% 158
2020
Q3 		– Sell
-44
Closed -$8K – 275
2020
Q2 		$8K Buy
+44
New +$6.91K ﹤0.01% 266
2019
Q3 		– Sell
-27,512
Closed -$3.88M – 229
2019
Q2 		$3.88M Buy
27,512
+26,539
+2,728% +$3.66M 0.84% 27
2019
Q1 		$147K Sell
973
-25,140
-96% -$3.62M 0.87% 26
2018
Q4 		$3.24M Buy
26,113
+1,233
+5% +$169K 0.83% 32
2018
Q3 		$3.94M Buy
24,880
+24,860
+124,300% +$3.76M 0.84% 35
2018
Q2 		$3K Sell
20
-21
-51% -$2.88K ﹤0.01% 293
2018
Q1 		$6K Buy
41
+3
+8% +$410 ﹤0.01% 283
2017
Q4 		$5K Sell
38
-15
-28% -$1.85K ﹤0.01% 283
2017
Q3 		$7K Buy
+53
New +$6.27K ﹤0.01% 278
2017
Q2 		– Sell
-59
Closed -$7K – 409
2017
Q1 		$7K Buy
59
+4
+7% +$401 ﹤0.01% 262
2016
Q4 		$5K Buy
55
+6
+12% +$562 ﹤0.01% 260
2016
Q3 		$5K Sell
49
-36
-42% -$3.53K ﹤0.01% 280
2016
Q2 		$8K Sell
85
-1,698
-95% -$156K ﹤0.01% 255
2016
Q1 		$157K Sell
1,783
-227,202
-99% -$20M 0.01% 297
2015
Q4 		$25.9M Buy
228,985
+19,716
+9% +$2.12M 1.9% 12
2015
Q3 		$21.2M Buy
209,269
+72,680
+53% +$8.64M 1.7% 19
2015
Q2 		$16.9M Buy
136,589
+75,728
+124% +$9.14M 1.21% 15
2015
Q1 		$7.2M Buy
60,861
+51,900
+579% +$5.87M 0.5% 23
2014
Q4 		$915K Buy
+8,961
New +$875K 0.07% 134

Other funds holding FBT

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
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

Transamerica Financial Advisors's FBT Position: Q1 2026 in Review

Transamerica Financial Advisors opened a new position in First Trust NYSE Arca Biotechnology Index Fund (FBT) in Q1 2026: 7,279 shares worth $1.46M. The stake represents 0.12% of the portfolio and ranks #158 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in FBT as recently as Q2 2020.

Transamerica Financial Advisors first reported a position in FBT in Q4 2014 and has held it in 20 quarters since. The position peaked at $25.9M in Q4 2015. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

  • Transamerica Financial Advisors held 7,279 shares of First Trust NYSE Arca Biotechnology Index Fund worth $1.46M as of Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund was a new Transamerica Financial Advisors position in Q1 2026.
  • First Trust NYSE Arca Biotechnology Index Fund made up 0.12% of Transamerica Financial Advisors's portfolio in Q1 2026, its #158 holding.
  • Transamerica Financial Advisors first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2014 and has held it in 20 quarters since.
  • Transamerica Financial Advisors's First Trust NYSE Arca Biotechnology Index Fund position peaked at $25.9M in Q4 2015.
  • 307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on Transamerica Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.